|
51
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$517K
|
+$495K
|
+2,924
|
New
|
|
|
52
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$502K
|
+$480K
|
+2,837
|
New
|
|
|
53
|
Capital Square
Chattanooga,
Tennessee
|
$472K
|
+$35K
|
+207
|
+9%
|
|
|
54
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$427K
|
+$38.4K
|
+227
|
+10%
|
|
|
55
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$401K
|
+$11.7K
|
+69
|
+3%
|
|
|
56
|
Kestra Advisory Services
Austin,
Texas
|
$386K
|
-$22K
|
-130
|
-6%
|
|
|
57
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$378K
|
+$4.74K
|
+28
|
+1%
|
|
|
58
|
Studio Investment Management
Chicago,
Illinois
|
$376K
|
+$31K
|
+183
|
+9%
|
|
|
59
|
Greenline Wealth Management
Boca Raton,
Florida
|
$369K
|
+$353K
|
+2,085
|
New
|
|
|
60
|
TAGStone Capital
Charlotte,
North Carolina
|
$361K
|
+$44.1K
|
+261
|
+15%
|
|
|
61
|
Parsons Capital Management
Providence,
Rhode Island
|
$342K
|
+$327K
|
+1,932
|
New
|
|
|
62
|
Wedbush Securities
Los Angeles,
California
|
$329K
|
+$315K
|
+1,860
|
New
|
|
|
63
|
Harbour Investments
Madison,
Wisconsin
|
$320K
|
+$163K
|
+966
|
+115%
|
|
|
64
|
CreativeOne Wealth
Overland Park,
Kansas
|
$308K
|
+$295K
|
+1,743
|
New
|
|
|
65
|
Modera Wealth Management
Westwood,
New Jersey
|
$305K
|
–
|
–
|
–
|
|
|
66
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$297K
|
-$13.5K
|
-80
|
-5%
|
|
|
67
|
Essex Financial Services
Essex,
Connecticut
|
$289K
|
+$50.2K
|
+297
|
+22%
|
|
|
68
|
First Citizens Financial Corp
Mason City,
Iowa
|
$289K
|
-$100K
|
-593
|
-27%
|
|
|
69
|
Principal Securities
Des Moines,
Iowa
|
$289K
|
+$276K
|
+1,631
|
New
|
|
|
70
|
Steward Partners Investment Advisory
New York
|
$282K
|
+$233K
|
+1,380
|
+642%
|
|
|
71
|
Independent Financial Group
San Diego,
California
|
$279K
|
-$2.2K
|
-13
|
-0.8%
|
|
|
72
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$276K
|
+$30.4K
|
+180
|
+13%
|
|
|
73
|
Savvy Advisors Inc
New York
|
$264K
|
–
|
–
|
–
|
|
|
74
|
Coquina Private Wealth LLC
Port Charlotte,
Florida
|
$248K
|
–
|
–
|
–
|
|
|
75
|
World Investment Advisors
Santa Barbara,
California
|
$237K
|
–
|
–
|
–
|
|
