|
26
|
Strategic Blueprint
Atlanta,
Georgia
|
$476K
|
+$478K
|
+17,908
|
New
|
|
|
27
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$448K
|
+$450K
|
+16,859
|
New
|
|
|
28
|
Lido Advisors
Los Angeles,
California
|
$436K
|
–
|
–
|
–
|
|
|
29
|
Middleton & Co
Boston,
Massachusetts
|
$408K
|
+$155K
|
+5,800
|
+61%
|
|
|
30
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$379K
|
–
|
–
|
–
|
|
|
31
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$360K
|
+$361K
|
+13,533
|
New
|
|
|
32
|
|
$310K
|
+$312K
|
+11,666
|
New
|
|
|
33
|
ARS Investment Partners
New York
|
$265K
|
–
|
–
|
–
|
|
|
34
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$248K
|
-$401
|
-15
|
-0.2%
|
|
|
35
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$229K
|
-$13.4K
|
-500
|
-5%
|
|
|
36
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$208K
|
–
|
–
|
–
|
|
|
37
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$205K
|
+$206K
|
+7,706
|
New
|
|
|
38
|
Farther Finance Advisors
San Francisco,
California
|
$62.4K
|
+$62.4K
|
+2,335
|
+23,350%
|
|
|
39
|
Harbour Investments
Madison,
Wisconsin
|
$44.7K
|
+$44.9K
|
+1,683
|
New
|
|
|
40
|
Parallel Advisors
San Francisco,
California
|
$15.9K
|
–
|
–
|
–
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
$12.6K
|
+$12.7K
|
+475
|
New
|
|
|
42
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$9.86K
|
–
|
–
|
–
|
|
|
43
|
IFP Advisors
Tampa,
Florida
|
$2.13K
|
+$1.2K
|
+45
|
+129%
|
|
|
44
|
|
–
|
-$1.54M
|
-57,558
|
Closed
|
|
|
45
|
Kestra Investment Management
Austin,
Texas
|
–
|
-$322K
|
-12,074
|
Closed
|
|
|
46
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
–
|
-$232K
|
-8,693
|
Closed
|
|
|
47
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$24K
|
-900
|
Closed
|
|
