|
101
|
Veridan Wealth
West Linn,
Oregon
|
$239K
|
+$230K
|
+6,344
|
New
|
|
|
102
|
Triad Wealth Partners
Lawrence,
Kansas
|
$228K
|
+$220K
|
+6,072
|
New
|
|
|
103
|
Vantage Point Financial
Lisle,
Illinois
|
$228K
|
+$220K
|
+6,072
|
New
|
|
|
104
|
Marshall Investment Management
Littleton,
Colorado
|
$218K
|
+$211K
|
+5,807
|
New
|
|
|
105
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$206K
|
-$13.9K
|
-383
|
-7%
|
|
|
106
|
Modera Wealth Management
Westwood,
New Jersey
|
$206K
|
+$199K
|
+5,472
|
New
|
|
|
107
|
Mason & Associates (California)
Los Angeles,
California
|
$201K
|
+$194K
|
+5,340
|
New
|
|
|
108
|
Wells Fargo
San Francisco,
California
|
$167K
|
–
|
–
|
–
|
|
|
109
|
Fidelity Investments
Boston,
Massachusetts
|
$142K
|
+$27.4K
|
+755
|
+25%
|
|
|
110
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$141K
|
–
|
–
|
–
|
|
|
111
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$135K
|
–
|
–
|
–
|
|
|
112
|
Tortoise Investment Management
White Plains,
New York
|
$132K
|
–
|
–
|
–
|
|
|
113
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$123K
|
-$726
|
-20
|
-0.6%
|
|
|
114
|
Creative Financial Designs
Kokomo,
Indiana
|
$80.3K
|
–
|
–
|
–
|
|
|
115
|
CoreCap Advisors
Southfield,
Michigan
|
$77.2K
|
–
|
–
|
–
|
|
|
116
|
Anchor Investment Management
Columbia,
South Carolina
|
$56.2K
|
–
|
–
|
–
|
|
|
117
|
Wealthspire Advisors (New York)
New York
|
$42K
|
+$40.5K
|
+1,116
|
New
|
|
|
118
|
Geneos Wealth Management
Englewood,
Colorado
|
$37.6K
|
+$36.3K
|
+1,000
|
New
|
|
|
119
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$37.6K
|
+$36.3K
|
+1,000
|
New
|
|
|
120
|
Private Trust Company
Cleveland,
Ohio
|
$33.7K
|
–
|
–
|
–
|
|
|
121
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$28.2K
|
-$30.5K
|
-840
|
-53%
|
|
|
122
|
Covestor
London,
United Kingdom
|
$27K
|
-$436
|
-12
|
-2%
|
|
|
123
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$26.6K
|
-$5.88M
|
-161,907
|
-100%
|
|
|
124
|
Orion Capital Management
Coronado,
California
|
$22.7K
|
–
|
–
|
–
|
|
|
125
|
WealthShield Partners
Cary,
North Carolina
|
$19.2K
|
+$18.5K
|
+510
|
New
|
|
