|
101
|
Guardian Financial Partners
Orange,
California
|
$275K
|
+$55K
|
+1,599
|
+26%
|
|
|
102
|
Dopkins Wealth Management
Williamsville,
New York
|
$263K
|
+$4.16K
|
+121
|
+2%
|
|
|
103
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$262K
|
–
|
–
|
–
|
|
|
104
|
Level Four Advisory Services
Dallas,
Texas
|
$262K
|
–
|
–
|
–
|
|
|
105
|
Principal Securities
Des Moines,
Iowa
|
$259K
|
-$25.6K
|
-746
|
-9%
|
|
|
106
|
REDW Wealth
Albuquerque,
New Mexico
|
$256K
|
–
|
–
|
–
|
|
|
107
|
MB Generational Wealth
Spokane,
Washington
|
$252K
|
–
|
–
|
–
|
|
|
108
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$250K
|
–
|
–
|
–
|
|
|
109
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$250K
|
-$3.15M
|
-91,710
|
-93%
|
|
|
110
|
Integral Investment Advisors
Turlock,
California
|
$243K
|
+$235K
|
+6,843
|
New
|
|
|
111
|
Sequoia Financial Advisors
Akron,
Ohio
|
$242K
|
-$18.5K
|
-538
|
-7%
|
|
|
112
|
Destiny Wealth Partners
Tavares,
Florida
|
$237K
|
–
|
–
|
–
|
|
|
113
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$218K
|
–
|
–
|
–
|
|
|
114
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$212K
|
–
|
–
|
–
|
|
|
115
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$206K
|
-$825
|
-24
|
-0.4%
|
|
|
116
|
Ritholtz Wealth Management
New York
|
$200K
|
+$194K
|
+5,644
|
New
|
|
|
117
|
Versant Capital Management
Phoenix,
Arizona
|
$186K
|
+$7.7K
|
+224
|
+4%
|
|
|
118
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$180K
|
-$168K
|
-4,885
|
-49%
|
|
|
119
|
EP Wealth Advisors
Torrance,
California
|
$171K
|
+$23.6K
|
+687
|
+17%
|
|
|
120
|
CVA Family Office
Denver,
Colorado
|
$170K
|
–
|
–
|
–
|
|
|
121
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$157K
|
+$134K
|
+3,912
|
+747%
|
|
|
122
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$137K
|
-$687K
|
-19,980
|
-84%
|
|
|
123
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$117K
|
-$2.85K
|
-83
|
-2%
|
|
|
124
|
Spire Wealth Management
Mclean,
Virginia
|
$111K
|
+$14.5K
|
+423
|
+16%
|
|
|
125
|
Clearstead Advisors
Cleveland,
Ohio
|
$108K
|
-$37.4K
|
-1,087
|
-26%
|
|
