|
101
|
TAGStone Capital
Charlotte,
North Carolina
|
$345K
|
-$56.9K
|
-1,455
|
-14%
|
|
|
102
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$335K
|
-$87K
|
-2,224
|
-21%
|
|
|
103
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$311K
|
+$311K
|
+7,963
|
New
|
|
|
104
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$310K
|
–
|
–
|
–
|
|
|
105
|
Guardian Financial Partners
Orange,
California
|
$305K
|
–
|
–
|
–
|
|
|
106
|
Avantax Advisory Services
Dallas,
Texas
|
$294K
|
+$74.4K
|
+1,901
|
+34%
|
|
|
107
|
Callan Capital
La Jolla,
California
|
$280K
|
-$909K
|
-23,228
|
-76%
|
|
|
108
|
Insight Advisors
Newtown,
Pennsylvania
|
$273K
|
+$276K
|
+7,054
|
New
|
|
|
109
|
Prudential Financial
Newark,
New Jersey
|
$270K
|
-$2.31K
|
-59
|
-0.8%
|
|
|
110
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$260K
|
–
|
–
|
–
|
|
|
111
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$256K
|
+$249K
|
+6,357
|
+3,179%
|
|
|
112
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$250K
|
–
|
–
|
–
|
|
|
113
|
Meredith Wealth Planning
Maryville,
Illinois
|
$242K
|
+$243K
|
+6,205
|
New
|
|
|
114
|
|
$235K
|
-$3.44K
|
-88
|
-1%
|
|
|
115
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$234K
|
–
|
–
|
–
|
|
|
116
|
Fidelity Investments
Boston,
Massachusetts
|
$227K
|
-$28.6K
|
-730
|
-11%
|
|
|
117
|
BOK Financial Private Wealth
Denver,
Colorado
|
$224K
|
–
|
–
|
–
|
|
|
118
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$221K
|
+$117
|
+3
|
+0.1%
|
|
|
119
|
IHT Wealth Management
Chicago,
Illinois
|
$218K
|
-$52.6K
|
-1,345
|
-19%
|
|
|
120
|
LexAurum Advisors
Overland Park,
Kansas
|
$210K
|
-$1.02M
|
-26,128
|
-83%
|
|
|
121
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$202K
|
-$612K
|
-15,647
|
-75%
|
|
|
122
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$184K
|
-$4.97K
|
-127
|
-3%
|
|
|
123
|
Clear Investment Research
Alpharetta,
Georgia
|
$165K
|
–
|
–
|
–
|
|
|
124
|
Steward Partners Investment Advisory
New York
|
$164K
|
-$39
|
-1
|
-0%
|
|
|
125
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$152K
|
-$53.5K
|
-1,369
|
-26%
|
|
