|
26
|
Strata Wealth Advisors
Dallas,
Texas
|
$464K
|
+$241K
|
+9,502
|
+105%
|
|
|
27
|
Capital Group Private Client Services
Los Angeles,
California
|
$454K
|
+$460K
|
+18,134
|
New
|
|
|
28
|
Old Mission Capital
Chicago,
Illinois
|
$411K
|
-$582K
|
-22,950
|
-58%
|
|
|
29
|
Wayfinding Financial
Lynnwood,
Washington
|
$401K
|
+$406K
|
+16,001
|
New
|
|
|
30
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$352K
|
–
|
–
|
–
|
|
|
31
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$348K
|
–
|
–
|
–
|
|
|
32
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$299K
|
+$303K
|
+11,945
|
New
|
|
|
33
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$277K
|
+$634
|
+25
|
+0.2%
|
|
|
34
|
Kestra Advisory Services
Austin,
Texas
|
$264K
|
+$268K
|
+10,542
|
New
|
|
|
35
|
Advisornet Financial
Minnetonka,
Minnesota
|
$263K
|
+$11.6K
|
+459
|
+5%
|
|
|
36
|
Insigneo Advisory Services
Miami,
Florida
|
$254K
|
–
|
–
|
–
|
|
|
37
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$244K
|
+$247K
|
+9,750
|
New
|
|
|
38
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$238K
|
+$241K
|
+9,506
|
New
|
|
|
39
|
Capital Planning
Bellevue,
Washington
|
$234K
|
–
|
–
|
–
|
|
|
40
|
Perennial Investment Advisors
Los Angeles,
California
|
$212K
|
+$215K
|
+8,466
|
New
|
|
|
41
|
International Assets Investment Management
Orlando,
Florida
|
$209K
|
+$211K
|
+8,325
|
New
|
|
|
42
|
Wood Tarver Financial Group
Boise,
Idaho
|
$39.6K
|
+$355
|
+14
|
+0.9%
|
|
|
43
|
Financial Perspectives
Minneapolis,
Minnesota
|
$30.1K
|
+$254
|
+10
|
+0.8%
|
|
|
44
|
Opal Wealth Advisors
Jericho,
New York
|
$26.2K
|
+$26.5K
|
+1,044
|
New
|
|
|
45
|
Jones Financial Companies
Des Peres,
Missouri
|
$20.3K
|
+$20.6K
|
+810
|
New
|
|
|
46
|
Creative Financial Designs
Kokomo,
Indiana
|
$15K
|
–
|
–
|
–
|
|
|
47
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.44K
|
+$5.51K
|
+217
|
New
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
–
|
-$88.3K
|
-3,494
|
Closed
|
|
