|
201
|
Strategic Financial Concepts
San Antonio,
Texas
|
$552K
|
+$554K
|
+10,201
|
New
|
|
|
202
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$546K
|
+$244K
|
+4,491
|
+80%
|
|
|
203
|
Summit Wealth Partners
Orlando,
Florida
|
$519K
|
–
|
–
|
–
|
|
|
204
|
|
$515K
|
-$7.5M
|
-138,302
|
-94%
|
|
|
205
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$504K
|
+$506K
|
+9,328
|
New
|
|
|
206
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$503K
|
+$275K
|
+5,071
|
+120%
|
|
|
207
|
Kestra Investment Management
Austin,
Texas
|
$485K
|
+$487K
|
+8,971
|
New
|
|
|
208
|
Independent Financial Group
San Diego,
California
|
$482K
|
+$484K
|
+8,915
|
New
|
|
|
209
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$482K
|
+$483K
|
+8,908
|
New
|
|
|
210
|
Sutton Place Investors
Katonah,
New York
|
$425K
|
+$163
|
+3
|
+0%
|
|
|
211
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$418K
|
–
|
–
|
–
|
|
|
212
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$415K
|
+$414K
|
+7,635
|
New
|
|
|
213
|
Fortitude Financial
Spokane,
Washington
|
$396K
|
+$83.8K
|
+1,544
|
+27%
|
|
|
214
|
Coordinated Financial Services
Denver,
Colorado
|
$394K
|
+$5.43K
|
+100
|
+1%
|
|
|
215
|
Holistic Planning
Nacogdoches,
Texas
|
$388K
|
+$390K
|
+7,181
|
New
|
|
|
216
|
Taylor Securities Services
Harrisburg,
Pennsylvania
|
$383K
|
+$384K
|
+7,078
|
New
|
|
|
217
|
|
$381K
|
+$38K
|
+700
|
+11%
|
|
|
218
|
Principal Securities
Des Moines,
Iowa
|
$375K
|
-$6.73K
|
-124
|
-2%
|
|
|
219
|
Greykasell Wealth Strategies
Danville,
California
|
$357K
|
+$271
|
+5
|
+0.1%
|
|
|
220
|
Weaver Consulting Group
Huntington Beach,
California
|
$355K
|
+$357K
|
+6,574
|
New
|
|
|
221
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$337K
|
+$114K
|
+2,106
|
+51%
|
|
|
222
|
Fortis Group Advisors
Westwood,
New Jersey
|
$336K
|
-$45.9K
|
-845
|
-12%
|
|
|
223
|
Simplicity Wealth
Summit,
New Jersey
|
$330K
|
+$331K
|
+6,094
|
New
|
|
|
224
|
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
|
$329K
|
+$330K
|
+6,088
|
New
|
|
|
225
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$320K
|
–
|
–
|
–
|
|
