|
101
|
Curtis Advisory Group
Santa Barbara,
California
|
$304K
|
-$70.5K
|
-1,827
|
-19%
|
|
|
102
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$302K
|
+$52.7K
|
+1,364
|
+22%
|
|
|
103
|
Live Oak Investment Partners
Austin,
Texas
|
$290K
|
+$18.8K
|
+488
|
+7%
|
|
|
104
|
Marshall Investment Management
Littleton,
Colorado
|
$271K
|
+$21.4K
|
+554
|
+9%
|
|
|
105
|
Lido Advisors
Los Angeles,
California
|
$261K
|
-$373K
|
-9,674
|
-60%
|
|
|
106
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$261K
|
-$93.3K
|
-2,417
|
-27%
|
|
|
107
|
Veridan Wealth
West Linn,
Oregon
|
$252K
|
-$8.72K
|
-226
|
-3%
|
|
|
108
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$250K
|
–
|
–
|
–
|
|
|
109
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$248K
|
+$239K
|
+6,190
|
New
|
|
|
110
|
Vantage Point Financial
Lisle,
Illinois
|
$240K
|
–
|
–
|
–
|
|
|
111
|
Vise Technologies
New York
|
$238K
|
+$230K
|
+5,951
|
New
|
|
|
112
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$237K
|
+$229K
|
+5,921
|
New
|
|
|
113
|
Mutual Advisors
Omaha,
Nebraska
|
$225K
|
-$72.7K
|
-1,883
|
-25%
|
|
|
114
|
Lockerman Financial Group
Newport Beach,
California
|
$224K
|
-$106K
|
-2,751
|
-33%
|
|
|
115
|
Silver Oak Securities
Jackson,
Tennessee
|
$222K
|
+$214K
|
+5,540
|
New
|
|
|
116
|
Financial Insights
Tacoma,
Washington
|
$216K
|
-$20.4K
|
-529
|
-9%
|
|
|
117
|
Modera Wealth Management
Westwood,
New Jersey
|
$215K
|
+$207K
|
+5,364
|
New
|
|
|
118
|
Alpha Financial Partners
Lexington,
Kentucky
|
$209K
|
+$201K
|
+5,220
|
New
|
|
|
119
|
Legacy Edge Advisors
Syosset,
New York
|
$208K
|
+$201K
|
+5,205
|
New
|
|
|
120
|
Farther Finance Advisors
San Francisco,
California
|
$178K
|
–
|
–
|
–
|
|
|
121
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$162K
|
–
|
–
|
–
|
|
|
122
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$157K
|
–
|
–
|
–
|
|
|
123
|
Fidelity Investments
Boston,
Massachusetts
|
$145K
|
-$1.39K
|
-36
|
-1%
|
|
|
124
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$144K
|
–
|
–
|
–
|
|
|
125
|
Orion Capital Management
Coronado,
California
|
$128K
|
+$4.44K
|
+115
|
+4%
|
|
