|
26
|
Mariner
Overland Park,
Kansas
|
$866K
|
+$359K
|
+10,974
|
+74%
|
|
|
27
|
Crosspoint Financial
Tustin,
California
|
$771K
|
–
|
–
|
–
|
|
|
28
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$751K
|
+$731K
|
+22,321
|
New
|
|
|
29
|
Steward Partners Investment Advisory
New York
|
$747K
|
+$731K
|
+22,330
|
+2,233,000%
|
|
|
30
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$741K
|
+$725K
|
+22,149
|
New
|
|
|
31
|
Bison Wealth
Atlanta,
Georgia
|
$740K
|
+$725K
|
+22,134
|
New
|
|
|
32
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$670K
|
+$656K
|
+20,024
|
New
|
|
|
33
|
Cambridge Advisors
Omaha,
Nebraska
|
$627K
|
+$21.6K
|
+660
|
+4%
|
|
|
34
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$595K
|
+$582K
|
+17,777
|
New
|
|
|
35
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$587K
|
-$561K
|
-17,125
|
-49%
|
|
|
36
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$572K
|
-$184K
|
-5,617
|
-25%
|
|
|
37
|
Icon Wealth Partners
Houston,
Texas
|
$511K
|
+$500K
|
+15,272
|
New
|
|
|
38
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$487K
|
-$1.28M
|
-39,072
|
-73%
|
|
|
39
|
Atria Wealth Solutions
New York
|
$465K
|
+$455K
|
+13,888
|
New
|
|
|
40
|
|
$461K
|
+$451K
|
+13,775
|
New
|
|
|
41
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$425K
|
+$417K
|
+12,719
|
New
|
|
|
42
|
Private Advisory Group
Redmond,
Washington
|
$421K
|
+$19.5K
|
+596
|
+5%
|
|
|
43
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$409K
|
+$400K
|
+12,223
|
New
|
|
|
44
|
1776 Wealth
Atlanta,
Georgia
|
$407K
|
+$399K
|
+12,176
|
New
|
|
|
45
|
Silver Oak Securities
Jackson,
Tennessee
|
$384K
|
+$376K
|
+11,482
|
New
|
|
|
46
|
Crown Wealth Group
Charlotte,
North Carolina
|
$375K
|
-$243K
|
-7,410
|
-40%
|
|
|
47
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$365K
|
–
|
–
|
–
|
|
|
48
|
City State Bank
Norwalk,
Iowa
|
$359K
|
-$485K
|
-14,800
|
-58%
|
|
|
49
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$347K
|
-$437K
|
-13,347
|
-56%
|
|
|
50
|
PFS Partners
Mine Hill,
New Jersey
|
$317K
|
+$310K
|
+9,471
|
New
|
|
