|
1001
|
TRUADVICE
Sarasota,
Florida
|
$240K
|
+$108K
|
+7,743
|
+76%
|
|
|
1002
|
Sonora Investment Management Group
Tucson,
Arizona
|
$239K
|
–
|
–
|
–
|
|
|
1003
|
HM Payson & Co
Portland,
Maine
|
$239K
|
+$14.1K
|
+1,009
|
+5%
|
|
|
1004
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$238K
|
-$15.7K
|
-1,125
|
-5%
|
|
|
1005
|
Waterfront Wealth
Overland Park,
Kansas
|
$238K
|
+$1.2K
|
+86
|
+0.5%
|
|
|
1006
|
Summit Financial
Parsippany,
New Jersey
|
$237K
|
-$130K
|
-9,298
|
-31%
|
|
|
1007
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$237K
|
+$140
|
+10
|
+0%
|
|
|
1008
|
Accredited Investors
Edina,
Minnesota
|
$237K
|
+$147K
|
+10,520
|
+99%
|
|
|
1009
|
Kore Private Wealth
New York
|
$236K
|
+$68.8K
|
+4,918
|
+30%
|
|
|
1010
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$234K
|
-$18.6K
|
-1,327
|
-6%
|
|
|
1011
|
Selective Wealth Management
Forest,
Virginia
|
$234K
|
-$5.6K
|
-400
|
-2%
|
|
|
1012
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$234K
|
+$4.2K
|
+300
|
+1%
|
|
|
1013
|
RDA Financial Network
Akron,
Iowa
|
$233K
|
–
|
–
|
–
|
|
|
1014
|
GW & Wade
Wellesley,
Massachusetts
|
$233K
|
+$16.5K
|
+1,176
|
+6%
|
|
|
1015
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$232K
|
-$24.3K
|
-1,739
|
-8%
|
|
|
1016
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$232K
|
-$11.1K
|
-793
|
-4%
|
|
|
1017
|
Principle Wealth Partners
Madison,
Connecticut
|
$232K
|
+$5.29K
|
+378
|
+2%
|
|
|
1018
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$232K
|
+$24.5K
|
+1,752
|
+9%
|
|
|
1019
|
Jones Financial Companies
Des Peres,
Missouri
|
$231K
|
+$110K
|
+7,833
|
+61%
|
|
|
1020
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$230K
|
+$5.53K
|
+395
|
+2%
|
|
|
1021
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$228K
|
+$714
|
+51
|
+0.3%
|
|
|
1022
|
Soltis Investment Advisors
St. George,
Utah
|
$228K
|
+$1.41K
|
+101
|
+0.5%
|
|
|
1023
|
Lindbrook Capital
Calabasas,
California
|
$228K
|
+$38.2K
|
+2,727
|
+15%
|
|
|
1024
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$226K
|
-$42K
|
-2,999
|
-13%
|
|
|
1025
|
Rede Wealth
Charlottesville,
Virginia
|
$225K
|
+$43.6K
|
+3,114
|
+18%
|
|
