|
101
|
International Assets Investment Management
Orlando,
Florida
|
$301K
|
+$301K
|
+3,000
|
New
|
|
|
102
|
Sequoia Financial Advisors
Akron,
Ohio
|
$294K
|
–
|
–
|
–
|
|
|
103
|
XY Planning Network
Bozeman,
Montana
|
$293K
|
+$293K
|
+2,923
|
New
|
|
|
104
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$289K
|
–
|
–
|
–
|
|
|
105
|
Mercer Global Advisors
Denver,
Colorado
|
$285K
|
-$127K
|
-1,267
|
-31%
|
|
|
106
|
Tortoise Investment Management
White Plains,
New York
|
$265K
|
+$132K
|
+1,320
|
+100%
|
|
|
107
|
Core Wealth Partners
Santa Rosa,
California
|
$265K
|
–
|
–
|
–
|
|
|
108
|
Capital Investment Advisors
Atlanta,
Georgia
|
$256K
|
+$256K
|
+2,557
|
New
|
|
|
109
|
Aspiriant LLC
Los Angeles,
California
|
$254K
|
–
|
–
|
–
|
|
|
110
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$247K
|
–
|
–
|
–
|
|
|
111
|
Optima Capital
Beaverton,
Oregon
|
$246K
|
+$246K
|
+2,451
|
New
|
|
|
112
|
Founders Financial Securities
Towson,
Maryland
|
$244K
|
+$1.5K
|
+15
|
+0.6%
|
|
|
113
|
SageView Advisory Group
Newport Beach,
California
|
$244K
|
+$33.6K
|
+335
|
+16%
|
|
|
114
|
|
$243K
|
+$242K
|
+2,419
|
New
|
|
|
115
|
MFA Wealth Services
Thousand Oaks,
California
|
$242K
|
+$34.4K
|
+343
|
+17%
|
|
|
116
|
HighTower Advisors
Chicago,
Illinois
|
$226K
|
+$226K
|
+2,252
|
New
|
|
|
117
|
Good Harbor Advisors
Gloucester,
Massachusetts
|
$225K
|
+$225K
|
+2,245
|
New
|
|
|
118
|
Pachira Investments
Dana Point,
California
|
$224K
|
+$224K
|
+2,231
|
New
|
|
|
119
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$211K
|
+$2.31K
|
+23
|
+1%
|
|
|
120
|
WealthSpring Partners
Long Beach,
California
|
$206K
|
+$206K
|
+2,054
|
New
|
|
|
121
|
Roberts Wealth Advisors
Palo Alto,
California
|
$206K
|
–
|
–
|
–
|
|
|
122
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$203K
|
–
|
–
|
–
|
|
|
123
|
Virtue Asset Management
Barrington,
Illinois
|
$201K
|
+$200K
|
+2,000
|
New
|
|
|
124
|
|
$198K
|
+$13.5K
|
+135
|
+7%
|
|
|
125
|
|
$126K
|
–
|
–
|
–
|
|
