|
201
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$55.8K
|
+$12.5K
|
+233
|
+29%
|
|
|
202
|
SignatureFD
Atlanta,
Georgia
|
$40.6K
|
+$40.2K
|
+750
|
New
|
|
|
203
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$37.7K
|
+$37.3K
|
+695
|
New
|
|
|
204
|
True Wealth Design
Akron,
Ohio
|
$35.6K
|
+$35.3K
|
+658
|
New
|
|
|
205
|
Farther Finance Advisors
San Francisco,
California
|
$27.1K
|
–
|
–
|
–
|
|
|
206
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$25.7K
|
+$25.5K
|
+475
|
New
|
|
|
207
|
LGT Financial Advisors
Dallas,
Texas
|
$20.6K
|
+$2.2K
|
+41
|
+12%
|
|
|
208
|
Tripletail Wealth Management
Orlando,
Florida
|
$16.2K
|
+$16.1K
|
+300
|
New
|
|
|
209
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$12.2K
|
–
|
–
|
–
|
|
|
210
|
Clark Wealth Partners
O'fallon,
Illinois
|
$7.9K
|
–
|
–
|
–
|
|
|
211
|
Colonial Trust
Spartanburg,
South Carolina
|
$4.28K
|
+$4.24K
|
+79
|
New
|
|
|
212
|
Clearstead Trust
Portland,
Maine
|
$3.03K
|
–
|
–
|
–
|
|
|
213
|
Fidelity Investments
Boston,
Massachusetts
|
$46
|
–
|
–
|
–
|
|
|
214
|
Sollinda Capital Management
Miami,
Florida
|
–
|
-$2.24M
|
-41,810
|
Closed
|
|
|
215
|
Beam Wealth Advisors
Covington,
Louisiana
|
–
|
-$2.13M
|
-39,793
|
Closed
|
|
|
216
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$1.89M
|
-35,213
|
Closed
|
|
|
217
|
Atomi Financial Group
New York
|
–
|
-$293K
|
-5,468
|
Closed
|
|
|
218
|
AmeriFlex Group
Las Vegas,
Nevada
|
–
|
-$49.9K
|
-932
|
Closed
|
|
|
219
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$27K
|
-503
|
Closed
|
|
|
220
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
–
|
-$24.1K
|
-450
|
Closed
|
|
|
221
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$5.47K
|
-102
|
Closed
|
|
