|
1051
|
Fusion Family Wealth
Woodbury,
New York
|
$255K
|
–
|
–
|
–
|
|
|
1052
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$254K
|
+$270K
|
+2,591
|
New
|
|
|
1053
|
TCFG Wealth Management
Laguna Niguel,
California
|
$254K
|
+$270K
|
+2,591
|
New
|
|
|
1054
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$254K
|
+$33.5K
|
+322
|
+14%
|
|
|
1055
|
First Citizens Financial Corp
Mason City,
Iowa
|
$252K
|
–
|
–
|
–
|
|
|
1056
|
Smith, Moore & Co
Clayton,
Missouri
|
$251K
|
+$5.83K
|
+56
|
+2%
|
|
|
1057
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$250K
|
-$7.08K
|
-68
|
-3%
|
|
|
1058
|
CIBC World Market
Toronto,
Ontario, Canada
|
$250K
|
+$25.9K
|
+249
|
+11%
|
|
|
1059
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$249K
|
–
|
–
|
–
|
|
|
1060
|
Lane Brothers & Co
Prescott,
Arizona
|
$248K
|
-$25.6K
|
-246
|
-9%
|
|
|
1061
|
Sequent Planning
Omaha,
Nebraska
|
$247K
|
+$38.9K
|
+374
|
+17%
|
|
|
1062
|
Northbridge Financial Group
Tampa,
Florida
|
$247K
|
-$115K
|
-1,101
|
-32%
|
|
|
1063
|
Mainsail Asset Management
Birmingham,
Alabama
|
$246K
|
–
|
–
|
–
|
|
|
1064
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$246K
|
+$1.04K
|
+10
|
+0.4%
|
|
|
1065
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$246K
|
-$12.9K
|
-124
|
-5%
|
|
|
1066
|
Xcel Wealth Management
Holly Hill,
Florida
|
$243K
|
+$29.9K
|
+287
|
+13%
|
|
|
1067
|
Brown Brothers Harriman & Co
New York
|
$242K
|
-$6.67K
|
-64
|
-3%
|
|
|
1068
|
Goepper Burkhardt
Greenville,
South Carolina
|
$242K
|
-$2.08K
|
-20
|
-0.8%
|
|
|
1069
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$242K
|
+$257K
|
+2,469
|
New
|
|
|
1070
|
TD Private Client Wealth
New York
|
$242K
|
-$27.1K
|
-260
|
-10%
|
|
|
1071
|
Colonial Trust
Spartanburg,
South Carolina
|
$240K
|
-$11.7K
|
-112
|
-4%
|
|
|
1072
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$239K
|
-$137K
|
-1,316
|
-35%
|
|
|
1073
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$239K
|
–
|
–
|
–
|
|
|
1074
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$239K
|
–
|
–
|
–
|
|
|
1075
|
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
|
$238K
|
-$355K
|
-3,408
|
-58%
|
|
