|
51
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$273K
|
+$614
|
+25
|
+0.2%
|
|
|
52
|
World Investment Advisors
Santa Barbara,
California
|
$268K
|
+$267K
|
+10,890
|
New
|
|
|
53
|
Strategic Blueprint
Atlanta,
Georgia
|
$261K
|
+$260K
|
+10,602
|
New
|
|
|
54
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$261K
|
+$260K
|
+10,600
|
New
|
|
|
55
|
Insigneo Advisory Services
Miami,
Florida
|
$249K
|
–
|
–
|
–
|
|
|
56
|
OneAscent Financial Services
Birmingham,
Alabama
|
$248K
|
+$247K
|
+10,067
|
New
|
|
|
57
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$233K
|
-$1.65K
|
-67
|
-0.7%
|
|
|
58
|
Capital Planning
Bellevue,
Washington
|
$230K
|
–
|
–
|
–
|
|
|
59
|
Advisornet Financial
Minnetonka,
Minnesota
|
$219K
|
-$39.3K
|
-1,600
|
-15%
|
|
|
60
|
International Assets Investment Management
Orlando,
Florida
|
$205K
|
–
|
–
|
–
|
|
|
61
|
Geneos Wealth Management
Englewood,
Colorado
|
$136K
|
+$131K
|
+5,320
|
+2,452%
|
|
|
62
|
EQ Wealth Advisors
Dallas,
Texas
|
$65.6K
|
+$65.4K
|
+2,661
|
New
|
|
|
63
|
Opal Wealth Advisors
Jericho,
New York
|
$50.9K
|
+$25.1K
|
+1,022
|
+98%
|
|
|
64
|
Creative Financial Designs
Kokomo,
Indiana
|
$44.8K
|
+$29.9K
|
+1,218
|
+203%
|
|
|
65
|
Wood Tarver Financial Group
Boise,
Idaho
|
$39K
|
+$344
|
+14
|
+0.9%
|
|
|
66
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$35K
|
-$310K
|
-12,606
|
-90%
|
|
|
67
|
Bank of America
Charlotte,
North Carolina
|
$34.5K
|
+$34.4K
|
+1,400
|
New
|
|
|
68
|
Financial Perspectives
Minneapolis,
Minnesota
|
$29.9K
|
+$270
|
+11
|
+0.9%
|
|
|
69
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$4.98M
|
-198,754
|
Closed
|
|
|
70
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$2.05M
|
-81,652
|
Closed
|
|
|
71
|
Synergy Investment Management
Altamonte Springs,
Florida
|
–
|
-$244K
|
-9,750
|
Closed
|
|
