|
51
|
First Citizens Financial Corp
Mason City,
Iowa
|
$345K
|
–
|
–
|
–
|
|
|
52
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$341K
|
+$91.5K
|
+579
|
+36%
|
|
|
53
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$339K
|
+$32.1K
|
+203
|
+10%
|
|
|
54
|
Mariner
Overland Park,
Kansas
|
$330K
|
+$336K
|
+2,127
|
New
|
|
|
55
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$327K
|
-$6.64K
|
-42
|
-2%
|
|
|
56
|
Centaurus Financial
Anaheim,
California
|
$325K
|
-$80.3K
|
-508
|
-20%
|
|
|
57
|
|
$318K
|
-$7.27K
|
-46
|
-2%
|
|
|
58
|
Studio Investment Management
Chicago,
Illinois
|
$301K
|
+$19.4K
|
+123
|
+7%
|
|
|
59
|
Titleist Asset Management
San Antonio,
Texas
|
$281K
|
+$11.8K
|
+75
|
+4%
|
|
|
60
|
TAGStone Capital
Charlotte,
North Carolina
|
$276K
|
+$281K
|
+1,781
|
New
|
|
|
61
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$273K
|
–
|
–
|
–
|
|
|
62
|
Modera Wealth Management
Westwood,
New Jersey
|
$267K
|
–
|
–
|
–
|
|
|
63
|
Independent Financial Group
San Diego,
California
|
$246K
|
-$31.6K
|
-200
|
-11%
|
|
|
64
|
World Investment Advisors
Santa Barbara,
California
|
$237K
|
+$158
|
+1
|
+0.1%
|
|
|
65
|
Savvy Advisors Inc
New York
|
$231K
|
–
|
–
|
–
|
|
|
66
|
Coquina Private Wealth LLC
Port Charlotte,
Florida
|
$218K
|
–
|
–
|
–
|
|
|
67
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$214K
|
+$218K
|
+1,379
|
New
|
|
|
68
|
Essex Financial Services
Essex,
Connecticut
|
$208K
|
-$3.79K
|
-24
|
-2%
|
|
|
69
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$197K
|
–
|
–
|
–
|
|
|
70
|
LRI Investments
Palm Beach Gardens,
Florida
|
$188K
|
+$14.5K
|
+92
|
+8%
|
|
|
71
|
TFC Financial Management
Boston,
Massachusetts
|
$152K
|
–
|
–
|
–
|
|
|
72
|
Harbour Investments
Madison,
Wisconsin
|
$130K
|
+$133K
|
+840
|
New
|
|
|
73
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$80.3K
|
+$81.8K
|
+518
|
New
|
|
|
74
|
Bogart Wealth LLC
Mclean,
Virginia
|
$77.5K
|
–
|
–
|
–
|
|
|
75
|
International Assets Investment Management
Orlando,
Florida
|
$68.5K
|
+$69.2K
|
+438
|
New
|
|
