|
101
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$300K
|
-$88.9K
|
-2,525
|
-23%
|
|
|
102
|
Annandale Capital
Dallas,
Texas
|
$297K
|
+$301K
|
+8,550
|
New
|
|
|
103
|
United Capital Financial Advisors
Irving,
Texas
|
$297K
|
-$5.12M
|
-145,498
|
-94%
|
|
|
104
|
Lakewood Asset Management
Naperville,
Illinois
|
$285K
|
–
|
–
|
–
|
|
|
105
|
Lodestar Private Asset Management
Alamo,
California
|
$280K
|
-$2.47K
|
-70
|
-0.9%
|
|
|
106
|
Sequoia Financial Advisors
Akron,
Ohio
|
$274K
|
+$36.6K
|
+1,039
|
+15%
|
|
|
107
|
Power Wealth Management
Alpharetta,
Georgia
|
$272K
|
+$276K
|
+7,823
|
New
|
|
|
108
|
Level Four Advisory Services
Dallas,
Texas
|
$261K
|
–
|
–
|
–
|
|
|
109
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$257K
|
–
|
–
|
–
|
|
|
110
|
Dopkins Wealth Management
Williamsville,
New York
|
$254K
|
-$4.26K
|
-121
|
-2%
|
|
|
111
|
REDW Wealth
Albuquerque,
New Mexico
|
$251K
|
–
|
–
|
–
|
|
|
112
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$249K
|
-$26.6K
|
-756
|
-10%
|
|
|
113
|
MB Generational Wealth
Spokane,
Washington
|
$247K
|
–
|
–
|
–
|
|
|
114
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$245K
|
–
|
–
|
–
|
|
|
115
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$223K
|
-$153K
|
-4,335
|
-40%
|
|
|
116
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$209K
|
+$6.73K
|
+191
|
+3%
|
|
|
117
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$208K
|
-$140K
|
-3,986
|
-40%
|
|
|
118
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$208K
|
–
|
–
|
–
|
|
|
119
|
Larson Financial Group
St Louis,
Missouri
|
$207K
|
+$165K
|
+4,684
|
+367%
|
|
|
120
|
Cahill Financial Advisors
Edina,
Minnesota
|
$206K
|
+$209K
|
+5,935
|
New
|
|
|
121
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$201K
|
+$195K
|
+5,538
|
New
|
|
|
122
|
Principal Securities
Des Moines,
Iowa
|
$199K
|
-$55.6K
|
-1,579
|
-22%
|
|
|
123
|
Versant Capital Management
Phoenix,
Arizona
|
$193K
|
+$11.4K
|
+325
|
+6%
|
|
|
124
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$135K
|
-$19.9K
|
-565
|
-13%
|
|
|
125
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$134K
|
–
|
–
|
–
|
|
