|
26
|
Second Half Financial Partners
Sebring,
Florida
|
$1.97M
|
+$46.5K
|
+2,014
|
+2%
|
|
|
27
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1.68M
|
+$98.3K
|
+4,261
|
+6%
|
|
|
28
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$1.58M
|
+$1.59M
|
+68,977
|
New
|
|
|
29
|
True Vision MN
Woodbury,
Minnesota
|
$1.23M
|
+$72.9K
|
+3,160
|
+6%
|
|
|
30
|
TrueWealth Advisors
Birmingham,
Alabama
|
$1.2M
|
-$463K
|
-20,059
|
-28%
|
|
|
31
|
Financial Guidance Group
Palm Harbor,
Florida
|
$1.05M
|
+$186K
|
+8,045
|
+21%
|
|
|
32
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$946K
|
+$68.9K
|
+2,985
|
+8%
|
|
|
33
|
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
$940K
|
+$952K
|
+41,287
|
New
|
|
|
34
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$931K
|
-$27.1K
|
-1,175
|
-3%
|
|
|
35
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$931K
|
-$27.1K
|
-1,175
|
-3%
|
|
|
36
|
Renasant Bank
Tupelo,
Mississippi
|
$859K
|
+$523K
|
+22,656
|
+150%
|
|
|
37
|
MAI Capital Management
Independence,
Ohio
|
$704K
|
+$713K
|
+30,915
|
New
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$676K
|
+$154K
|
+6,679
|
+29%
|
|
|
39
|
Atria Investments
Charlotte,
North Carolina
|
$657K
|
-$1.3M
|
-56,233
|
-66%
|
|
|
40
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$554K
|
+$562K
|
+24,351
|
New
|
|
|
41
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$360K
|
+$365K
|
+15,804
|
New
|
|
|
42
|
Virtue Capital Management
Brentwood,
Tennessee
|
$223K
|
-$47.8K
|
-2,074
|
-17%
|
|
|
43
|
Old Mission Capital
Chicago,
Illinois
|
$203K
|
+$205K
|
+8,906
|
New
|
|
|
44
|
Parallel Advisors
San Francisco,
California
|
$163K
|
+$25.5K
|
+1,105
|
+18%
|
|
|
45
|
Coppell Advisory Solutions
Coppell,
Texas
|
$94.1K
|
-$7.22K
|
-313
|
-7%
|
|
|
46
|
|
$44.9K
|
-$201K
|
-8,701
|
-82%
|
|
|
47
|
Private Trust Company
Cleveland,
Ohio
|
$38.7K
|
-$34.6K
|
-1,500
|
-47%
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
$33.3K
|
+$27.8K
|
+1,207
|
+470%
|
|
|
49
|
AssetMark Inc
Concord,
California
|
$6.24K
|
+$6.32K
|
+274
|
New
|
|
|
50
|
Bienville Capital Management
New York
|
–
|
-$17.7M
|
-761,423
|
Closed
|
|
