|
26
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$301K
|
-$14.4K
|
-277
|
-5%
|
|
|
27
|
Balance Wealth
Delaware,
Ohio
|
$290K
|
+$266K
|
+5,123
|
New
|
|
|
28
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$281K
|
+$4.46K
|
+86
|
+2%
|
|
|
29
|
RMR Wealth Builders
Montclair,
New Jersey
|
$271K
|
+$248K
|
+4,780
|
New
|
|
|
30
|
Avantax Planning Partners
Dubuque,
Iowa
|
$262K
|
-$51.2K
|
-987
|
-18%
|
|
|
31
|
Plancorp LLC
Saint Louis,
Missouri
|
$231K
|
+$211K
|
+4,075
|
New
|
|
|
32
|
Csenge Advisory Group
Clearwater,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
33
|
Park Square Financial Group
Roswell,
Georgia
|
$223K
|
+$157K
|
+3,036
|
+336%
|
|
|
34
|
Red Lighthouse Investment Management
New York
|
$223K
|
+$204K
|
+3,933
|
New
|
|
|
35
|
Focus Partners Wealth
Boston,
Massachusetts
|
$203K
|
+$186K
|
+3,587
|
New
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$78K
|
+$71.4K
|
+1,378
|
New
|
|
|
37
|
Asset Dedication LLC
San Francisco,
California
|
$27.8K
|
+$25.4K
|
+491
|
New
|
|
|
38
|
JDM Financial Group
Austin,
Texas
|
$18.6K
|
–
|
–
|
–
|
|
|
39
|
Eastern Bank
Boston,
Massachusetts
|
$16.6K
|
+$2.44K
|
+47
|
+19%
|
|
|
40
|
McIlrath & Eck
Arlington,
Washington
|
$13.9K
|
-$3.11K
|
-60
|
-20%
|
|
|
41
|
CVA Family Office
Denver,
Colorado
|
$11.3K
|
–
|
–
|
–
|
|
|
42
|
Harbour Investments
Madison,
Wisconsin
|
$3.11K
|
+$2.85K
|
+55
|
New
|
|
|
43
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$3.22M
|
-66,206
|
Closed
|
|
|
44
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$594K
|
-12,212
|
Closed
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
–
|
-$135K
|
-2,767
|
Closed
|
|
