|
51
|
9258 Wealth Management
Blue Ash,
Ohio
|
$318K
|
–
|
–
|
–
|
|
|
52
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$302K
|
+$26.6K
|
+565
|
+10%
|
|
|
53
|
Cascade Financial Partners
San Diego,
California
|
$298K
|
+$298K
|
+6,330
|
New
|
|
|
54
|
Kestra Private Wealth Services
Austin,
Texas
|
$293K
|
+$278K
|
+5,909
|
New
|
|
|
55
|
RMR Wealth Builders
Montclair,
New Jersey
|
$286K
|
+$13.6K
|
+290
|
+5%
|
|
|
56
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$284K
|
–
|
–
|
–
|
|
|
57
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$252K
|
-$4.18K
|
-89
|
-2%
|
|
|
58
|
Redmond Asset Management
Henrico,
Virginia
|
$250K
|
-$3.67K
|
-78
|
-2%
|
|
|
59
|
Colonial River Investments
Midlothian,
Virginia
|
$250K
|
-$397K
|
-8,436
|
-63%
|
|
|
60
|
Park Avenue Securities
New York
|
$243K
|
+$230K
|
+4,902
|
New
|
|
|
61
|
Saxon Interests
Houston,
Texas
|
$234K
|
–
|
–
|
–
|
|
|
62
|
Creative Financial Designs
Kokomo,
Indiana
|
$214K
|
+$87K
|
+1,851
|
+75%
|
|
|
63
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$211K
|
+$200K
|
+4,253
|
New
|
|
|
64
|
Avantax Advisory Services
Dallas,
Texas
|
$210K
|
+$199K
|
+4,232
|
New
|
|
|
65
|
Objective Capital Management
Pepper Pike,
Ohio
|
$207K
|
+$196K
|
+4,174
|
New
|
|
|
66
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$203K
|
-$30.1K
|
-641
|
-14%
|
|
|
67
|
Stifel Financial
St. Louis,
Missouri
|
$200K
|
-$23.7K
|
-504
|
-11%
|
|
|
68
|
Global Retirement Partners
San Rafael,
California
|
$152K
|
+$94
|
+2
|
+0.1%
|
|
|
69
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$138K
|
+$21.5K
|
+457
|
+20%
|
|
|
70
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$129K
|
–
|
–
|
–
|
|
|
71
|
Steward Partners Investment Advisory
New York
|
$127K
|
–
|
–
|
–
|
|
|
72
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$127K
|
+$122K
|
+2,600
|
New
|
|
|
73
|
Sunbelt Securities
Houston,
Texas
|
$102K
|
+$1.08K
|
+23
|
+1%
|
|
|
74
|
William Blair & Company
Chicago,
Illinois
|
$73K
|
–
|
–
|
–
|
|
|
75
|
Wells Fargo
San Francisco,
California
|
$65.9K
|
-$48.3K
|
-1,028
|
-44%
|
|
