|
51
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$295K
|
+$294K
|
+9,300
|
New
|
|
|
52
|
Avantax Advisory Services
Dallas,
Texas
|
$278K
|
+$276K
|
+8,742
|
New
|
|
|
53
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$277K
|
+$201K
|
+6,366
|
New
|
|
|
54
|
Summit Wealth Partners
Orlando,
Florida
|
$247K
|
–
|
–
|
–
|
|
|
55
|
Quantum Private Wealth
Tampa,
Florida
|
$232K
|
+$32
|
+1
|
+0%
|
|
|
56
|
Strategic Blueprint
Atlanta,
Georgia
|
$224K
|
-$336K
|
-10,640
|
-60%
|
|
|
57
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$206K
|
+$205K
|
+6,492
|
New
|
|
|
58
|
SOA Wealth Advisors
New York
|
$185K
|
+$15.8K
|
+500
|
+9%
|
|
|
59
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$139K
|
+$29.8K
|
+943
|
+27%
|
|
|
60
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$134K
|
+$19.9K
|
+630
|
+18%
|
|
|
61
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$95.6K
|
-$174K
|
-5,501
|
-65%
|
|
|
62
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$83.4K
|
+$83K
|
+2,625
|
New
|
|
|
63
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$43K
|
–
|
–
|
–
|
|
|
64
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$32.6K
|
+$32.4K
|
+1,025
|
New
|
|
|
65
|
Spire Wealth Management
Mclean,
Virginia
|
$23K
|
+$22.9K
|
+725
|
New
|
|
|
66
|
|
$15.8K
|
–
|
–
|
–
|
|
|
67
|
|
$13K
|
+$12.6K
|
+398
|
New
|
|
|
68
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
–
|
-$14.4M
|
-461,342
|
Closed
|
|
|
69
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$939K
|
-31,692
|
Closed
|
|
|
70
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$926K
|
-31,255
|
Closed
|
|
|
71
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$904K
|
-30,491
|
Closed
|
|
|
72
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$467K
|
-15,771
|
Closed
|
|
|
73
|
Wolverine Trading
Chicago,
Illinois
|
–
|
-$378K
|
-12,611
|
Closed
|
|
|
74
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$246K
|
-8,306
|
Closed
|
|
|
75
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$224K
|
-7,560
|
Closed
|
|
