|
101
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$421K
|
+$379K
|
+6,838
|
New
|
|
|
102
|
EP Wealth Advisors
Torrance,
California
|
$408K
|
-$127K
|
-2,293
|
-26%
|
|
|
103
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$408K
|
+$367K
|
+6,621
|
New
|
|
|
104
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$401K
|
+$60.8K
|
+1,097
|
+20%
|
|
|
105
|
Whittier Trust
South Pasadena,
California
|
$399K
|
-$24.2K
|
-436
|
-6%
|
|
|
106
|
Little House Capital
Braintree,
Massachusetts
|
$394K
|
+$15.3K
|
+276
|
+5%
|
|
|
107
|
Windsor Advisory Group
Columbus,
Ohio
|
$393K
|
+$354K
|
+6,382
|
New
|
|
|
108
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$371K
|
–
|
–
|
–
|
|
|
109
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$369K
|
-$116K
|
-2,100
|
-26%
|
|
|
110
|
Tower Research Capital (TRC)
New York
|
$360K
|
+$155K
|
+2,804
|
+92%
|
|
|
111
|
TownSquare Capital
Provo,
Utah
|
$314K
|
+$283K
|
+5,102
|
New
|
|
|
112
|
Sepio Capital
Salt Lake City,
Utah
|
$312K
|
–
|
–
|
–
|
|
|
113
|
Red Mountain Financial
Fort Collins,
Colorado
|
$295K
|
+$265K
|
+4,789
|
New
|
|
|
114
|
Altman Advisors
Chicago,
Illinois
|
$281K
|
-$6.15K
|
-111
|
-2%
|
|
|
115
|
Mercer Global Advisors
Denver,
Colorado
|
$275K
|
-$162K
|
-2,930
|
-40%
|
|
|
116
|
PFG Advisors
Phoenix,
Arizona
|
$273K
|
-$17K
|
-306
|
-6%
|
|
|
117
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$273K
|
+$3.93K
|
+71
|
+2%
|
|
|
118
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$273K
|
-$38.8K
|
-700
|
-14%
|
|
|
119
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$268K
|
+$15.6K
|
+281
|
+7%
|
|
|
120
|
Curated Wealth Partners
El Segundo,
California
|
$265K
|
+$238K
|
+4,300
|
New
|
|
|
121
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$255K
|
-$43.6K
|
-787
|
-16%
|
|
|
122
|
One Capital Management
Westlake Village,
California
|
$250K
|
+$14.4K
|
+260
|
+7%
|
|
|
123
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$249K
|
+$27.5K
|
+496
|
+14%
|
|
|
124
|
Firestone Capital Management
Coral Gables,
Florida
|
$246K
|
–
|
–
|
–
|
|
|
125
|
|
$231K
|
+$208K
|
+3,754
|
New
|
|
