|
101
|
Lakewood Asset Management
Naperville,
Illinois
|
$255K
|
+$7.05K
|
+215
|
+3%
|
|
|
102
|
Level Four Advisory Services
Dallas,
Texas
|
$249K
|
+$2.72K
|
+83
|
+1%
|
|
|
103
|
REDW Wealth
Albuquerque,
New Mexico
|
$249K
|
+$246K
|
+7,515
|
New
|
|
|
104
|
Dopkins Wealth Management
Williamsville,
New York
|
$240K
|
–
|
–
|
–
|
|
|
105
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$234K
|
–
|
–
|
–
|
|
|
106
|
Lodestar Private Asset Management
Alamo,
California
|
$220K
|
-$4.72K
|
-144
|
-2%
|
|
|
107
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$216K
|
+$177K
|
+5,390
|
+472%
|
|
|
108
|
Aviance Capital Partners
Naples,
Florida
|
$213K
|
+$211K
|
+6,428
|
New
|
|
|
109
|
Wambolt & Associates
Littleton,
Colorado
|
$211K
|
+$207K
|
+6,306
|
New
|
|
|
110
|
Rockefeller Capital Management
New York
|
$210K
|
+$34.3K
|
+1,045
|
+20%
|
|
|
111
|
CVA Family Office
Denver,
Colorado
|
$175K
|
+$99.6K
|
+3,037
|
+135%
|
|
|
112
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$170K
|
+$168K
|
+5,130
|
New
|
|
|
113
|
Versant Capital Management
Phoenix,
Arizona
|
$163K
|
-$8.95K
|
-273
|
-5%
|
|
|
114
|
Fidelity Investments
Boston,
Massachusetts
|
$103K
|
-$21.5K
|
-656
|
-17%
|
|
|
115
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$74.1K
|
–
|
–
|
–
|
|
|
116
|
Belpointe Asset Management
Reno,
Nevada
|
$66.3K
|
+$33
|
+1
|
+0.1%
|
|
|
117
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$61.9K
|
–
|
–
|
–
|
|
|
118
|
Spire Wealth Management
Mclean,
Virginia
|
$57.4K
|
+$39.2K
|
+1,195
|
+222%
|
|
|
119
|
Bristlecone Advisors
Bellevue,
Washington
|
$56K
|
+$55.4K
|
+1,690
|
New
|
|
|
120
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$56K
|
–
|
–
|
–
|
|
|
121
|
Parallel Advisors
San Francisco,
California
|
$55.5K
|
-$6.66K
|
-203
|
-11%
|
|
|
122
|
MCF Advisors
Covington,
Kentucky
|
$53K
|
–
|
–
|
–
|
|
|
123
|
AssetMark Inc
Concord,
California
|
$52K
|
+$12.7K
|
+386
|
+33%
|
|
|
124
|
IFP Advisors
Tampa,
Florida
|
$49.3K
|
-$9.28K
|
-283
|
-17%
|
|
|
125
|
Townsend Asset Management
Raleigh,
North Carolina
|
$37.9K
|
+$37.6K
|
+1,145
|
New
|
|
