|
51
|
Focus Partners Wealth
Boston,
Massachusetts
|
$336K
|
–
|
–
|
–
|
|
|
52
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$303K
|
–
|
–
|
–
|
|
|
53
|
LifeWealth Investments
Winter Garden,
Florida
|
$294K
|
+$151K
|
+13,676
|
+89%
|
|
|
54
|
Meridian Wealth Management
Lexington,
Kentucky
|
$294K
|
-$6.14K
|
-555
|
-2%
|
|
|
55
|
Prospera Financial Services
Dallas,
Texas
|
$287K
|
-$55K
|
-4,975
|
-15%
|
|
|
56
|
PFG Investments
Woodbury,
New York
|
$277K
|
-$26.5K
|
-2,400
|
-8%
|
|
|
57
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$270K
|
+$1.05K
|
+95
|
+0.4%
|
|
|
58
|
Concurrent Investment Advisors
Tampa,
Florida
|
$257K
|
-$4.89K
|
-442
|
-2%
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
$250K
|
-$443K
|
-40,071
|
-62%
|
|
|
60
|
Financial Advocates Investment Management
Olympia,
Washington
|
$242K
|
-$13.4K
|
-1,216
|
-5%
|
|
|
61
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$241K
|
–
|
–
|
–
|
|
|
62
|
Atria Wealth Solutions
New York
|
$234K
|
+$14.5K
|
+1,310
|
+6%
|
|
|
63
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$233K
|
-$35.4K
|
-3,198
|
-12%
|
|
|
64
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$231K
|
-$16.8K
|
-1,519
|
-6%
|
|
|
65
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$229K
|
+$6.47K
|
+585
|
+3%
|
|
|
66
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$228K
|
+$12.2K
|
+1,100
|
+5%
|
|
|
67
|
Oppenheimer & Co
New York
|
$224K
|
-$24.9K
|
-2,248
|
-9%
|
|
|
68
|
QTR Family Wealth
Lake Mary,
Florida
|
$217K
|
+$238K
|
+21,486
|
New
|
|
|
69
|
Cook Wealth
Raleigh,
North Carolina
|
$216K
|
+$6.6K
|
+597
|
+3%
|
|
|
70
|
Atomi Financial Group
New York
|
$212K
|
+$6.45K
|
+583
|
+3%
|
|
|
71
|
EP Wealth Advisors
Torrance,
California
|
$207K
|
+$3.22K
|
+291
|
+1%
|
|
|
72
|
MML Investors Services
Springfield,
Massachusetts
|
$200K
|
-$8.93K
|
-808
|
-4%
|
|
|
73
|
Spire Wealth Management
Mclean,
Virginia
|
$188K
|
+$9.6K
|
+868
|
+5%
|
|
|
74
|
Oxbow Advisors
Austin,
Texas
|
$177K
|
–
|
–
|
–
|
|
|
75
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$177K
|
+$32.9K
|
+2,971
|
+20%
|
|
