|
26
|
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
|
$910K
|
+$71.6K
|
+2,649
|
+9%
|
|
|
27
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$724K
|
+$709K
|
+26,225
|
New
|
|
|
28
|
Montgomery Financial Services
Ocean City,
Maryland
|
$626K
|
+$614K
|
+22,698
|
New
|
|
|
29
|
IFG Advisory
Atlanta,
Georgia
|
$593K
|
+$582K
|
+21,507
|
New
|
|
|
30
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$590K
|
+$168K
|
+6,204
|
+41%
|
|
|
31
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$228K
|
+$223K
|
+8,246
|
New
|
|
|
32
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$212K
|
+$208K
|
+7,681
|
New
|
|
|
33
|
Decker Retirement Planning
Levi,
Utah
|
$169K
|
+$147K
|
+5,437
|
+776%
|
|
|
34
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$152K
|
+$84.7K
|
+3,131
|
+132%
|
|
|
35
|
Evolution Wealth Management
Fort Myers,
Florida
|
$82K
|
+$15K
|
+555
|
+23%
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.5K
|
+$11.3K
|
+418
|
New
|
|
|
37
|
Compass Financial Management
Tampa,
Florida
|
$10.4K
|
+$10K
|
+370
|
New
|
|
|
38
|
CoreCap Advisors
Southfield,
Michigan
|
$7.06K
|
+$6.92K
|
+256
|
New
|
|
|
39
|
Weaver Consulting Group
Huntington Beach,
California
|
–
|
-$299K
|
-11,950
|
Closed
|
|
|
40
|
|
–
|
-$264K
|
-10,561
|
Closed
|
|
|
41
|
Triad Wealth Partners
Lawrence,
Kansas
|
–
|
-$211K
|
-8,417
|
Closed
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
–
|
-$32.1K
|
-1,284
|
Closed
|
|
|
43
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$6.99K
|
-279
|
Closed
|
|
|
44
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$2K
|
-80
|
Closed
|
|
|
45
|
Triumph Capital Management
Denver,
Colorado
|
–
|
-$1.25K
|
-50
|
Closed
|
|
