|
101
|
Perennial Investment Advisors
Los Angeles,
California
|
$258K
|
+$270K
|
+7,135
|
New
|
|
|
102
|
Private Advisor Group
Morristown,
New Jersey
|
$252K
|
-$2.35K
|
-62
|
-0.9%
|
|
|
103
|
Live Oak Investment Partners
Austin,
Texas
|
$245K
|
+$256K
|
+6,756
|
New
|
|
|
104
|
Veridan Wealth
West Linn,
Oregon
|
$243K
|
+$13.9K
|
+368
|
+6%
|
|
|
105
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$238K
|
–
|
–
|
–
|
|
|
106
|
Curtis Advisory Group
Santa Barbara,
California
|
$234K
|
–
|
–
|
–
|
|
|
107
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$228K
|
+$239K
|
+6,310
|
New
|
|
|
108
|
Marshall Investment Management
Littleton,
Colorado
|
$223K
|
+$13.7K
|
+363
|
+6%
|
|
|
109
|
Triad Wealth Partners
Lawrence,
Kansas
|
$217K
|
-$2.5K
|
-66
|
-1%
|
|
|
110
|
Vantage Point Financial
Lisle,
Illinois
|
$217K
|
-$2.5K
|
-66
|
-1%
|
|
|
111
|
Beacon Pointe Advisors
Newport Beach,
California
|
$216K
|
+$226K
|
+5,975
|
New
|
|
|
112
|
Financial Insights
Tacoma,
Washington
|
$214K
|
-$19.8K
|
-524
|
-8%
|
|
|
113
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$181K
|
-$18K
|
-475
|
-9%
|
|
|
114
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$158K
|
-$74.8K
|
-1,978
|
-31%
|
|
|
115
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$142K
|
+$7.38K
|
+195
|
+5%
|
|
|
116
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$138K
|
+$20.5K
|
+542
|
+17%
|
|
|
117
|
Fidelity Investments
Boston,
Massachusetts
|
$136K
|
-$1.32K
|
-35
|
-0.9%
|
|
|
118
|
Kestra Advisory Services
Austin,
Texas
|
$130K
|
+$136K
|
+3,601
|
New
|
|
|
119
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$130K
|
–
|
–
|
–
|
|
|
120
|
Creative Financial Designs
Kokomo,
Indiana
|
$77.3K
|
–
|
–
|
–
|
|
|
121
|
CoreCap Advisors
Southfield,
Michigan
|
$74.3K
|
–
|
–
|
–
|
|
|
122
|
Orion Capital Management
Coronado,
California
|
$57.2K
|
+$37K
|
+977
|
+162%
|
|
|
123
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$44.2K
|
+$45.9K
|
+1,213
|
New
|
|
|
124
|
Geneos Wealth Management
Englewood,
Colorado
|
$36.2K
|
–
|
–
|
–
|
|
|
125
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$36.2K
|
–
|
–
|
–
|
|
