|
101
|
Lodestar Private Asset Management
Alamo,
California
|
$282K
|
+$31.3K
|
+963
|
+14%
|
|
|
102
|
Principal Securities
Des Moines,
Iowa
|
$281K
|
+$262K
|
+8,058
|
New
|
|
|
103
|
Lakewood Asset Management
Naperville,
Illinois
|
$271K
|
-$552
|
-17
|
-0.2%
|
|
|
104
|
Prudential Financial
Newark,
New Jersey
|
$267K
|
+$249K
|
+7,673
|
New
|
|
|
105
|
Level Four Advisory Services
Dallas,
Texas
|
$262K
|
+$65
|
+2
|
+0%
|
|
|
106
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$258K
|
+$240K
|
+7,392
|
New
|
|
|
107
|
Sequoia Financial Advisors
Akron,
Ohio
|
$257K
|
-$21.1K
|
-649
|
-8%
|
|
|
108
|
Dopkins Wealth Management
Williamsville,
New York
|
$255K
|
-$3.93K
|
-121
|
-2%
|
|
|
109
|
REDW Wealth
Albuquerque,
New Mexico
|
$252K
|
–
|
–
|
–
|
|
|
110
|
Fidelity Investments
Boston,
Massachusetts
|
$248K
|
+$106K
|
+3,256
|
+84%
|
|
|
111
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$248K
|
-$19.7K
|
-606
|
-8%
|
|
|
112
|
MB Generational Wealth
Spokane,
Washington
|
$248K
|
+$231K
|
+7,104
|
New
|
|
|
113
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$246K
|
–
|
–
|
–
|
|
|
114
|
Koshinski Asset Management
Decatur,
Illinois
|
$234K
|
+$218K
|
+6,720
|
New
|
|
|
115
|
Destiny Wealth Partners
Tavares,
Florida
|
$228K
|
-$20.4K
|
-629
|
-9%
|
|
|
116
|
Guardian Financial Partners
Orange,
California
|
$215K
|
+$200K
|
+6,164
|
New
|
|
|
117
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$214K
|
+$200K
|
+6,152
|
New
|
|
|
118
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$212K
|
+$200K
|
+6,157
|
New
|
|
|
119
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$209K
|
+$194K
|
+5,985
|
New
|
|
|
120
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$203K
|
+$190K
|
+5,834
|
New
|
|
|
121
|
Versant Capital Management
Phoenix,
Arizona
|
$175K
|
+$3.38K
|
+104
|
+2%
|
|
|
122
|
CVA Family Office
Denver,
Colorado
|
$168K
|
+$156K
|
+4,806
|
New
|
|
|
123
|
EP Wealth Advisors
Torrance,
California
|
$145K
|
+$1.14K
|
+35
|
+0.9%
|
|
|
124
|
Clearstead Advisors
Cleveland,
Ohio
|
$144K
|
+$131K
|
+4,031
|
+4,479%
|
|
|
125
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$118K
|
-$29.6K
|
-910
|
-21%
|
|
