|
101
|
Transform Wealth
Greenwood Village,
Colorado
|
$388K
|
+$395K
|
+32,882
|
New
|
|
|
102
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$384K
|
–
|
–
|
–
|
|
|
103
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$384K
|
+$392K
|
+32,606
|
New
|
|
|
104
|
LexAurum Advisors
Overland Park,
Kansas
|
$377K
|
+$19K
|
+1,578
|
+5%
|
|
|
105
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$372K
|
–
|
–
|
–
|
|
|
106
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$369K
|
–
|
–
|
–
|
|
|
107
|
Envestnet Asset Management
Chicago,
Illinois
|
$366K
|
-$160K
|
-13,344
|
-30%
|
|
|
108
|
Apriem Advisors
Irvine,
California
|
$365K
|
+$12
|
+1
|
+0%
|
|
|
109
|
Carr Financial Group
Worcester,
Massachusetts
|
$364K
|
-$46.7K
|
-3,888
|
-11%
|
|
|
110
|
D.A. Davidson & Co
Great Falls,
Montana
|
$360K
|
-$51.7K
|
-4,307
|
-12%
|
|
|
111
|
MKT Advisors
Escondido,
California
|
$354K
|
–
|
–
|
–
|
|
|
112
|
Raymond James Trust
St. Petersburg,
Florida
|
$352K
|
–
|
–
|
–
|
|
|
113
|
Tortoise Investment Management
White Plains,
New York
|
$343K
|
+$350K
|
+29,100
|
New
|
|
|
114
|
Kestra Private Wealth Services
Austin,
Texas
|
$342K
|
-$44K
|
-3,664
|
-11%
|
|
|
115
|
Venture Visionary Partners
Sylvania,
Ohio
|
$336K
|
-$108K
|
-9,019
|
-24%
|
|
|
116
|
Summit Trail Advisors
New York
|
$324K
|
-$82.5K
|
-6,867
|
-20%
|
|
|
117
|
Walker Asset Management
Verona,
Missouri
|
$321K
|
–
|
–
|
–
|
|
|
118
|
Northern Trust
Chicago,
Illinois
|
$318K
|
-$31.3K
|
-2,608
|
-9%
|
|
|
119
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$317K
|
+$11.6K
|
+962
|
+4%
|
|
|
120
|
|
$315K
|
-$571K
|
-47,543
|
-64%
|
|
|
121
|
Physician Wealth Advisors
Midvale,
Utah
|
$311K
|
–
|
–
|
–
|
|
|
122
|
Lido Advisors
Los Angeles,
California
|
$299K
|
–
|
–
|
–
|
|
|
123
|
Drive Wealth Management
Lehi,
Utah
|
$295K
|
+$103K
|
+8,548
|
+52%
|
|
|
124
|
Steward Partners Investment Advisory
New York
|
$291K
|
-$199K
|
-16,596
|
-40%
|
|
|
125
|
VisionPoint Advisory Group
Dallas,
Texas
|
$290K
|
+$45.6K
|
+3,796
|
+18%
|
|
