|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.3M
|
-$92K
|
-1,919
|
-2%
|
|
|
27
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.24M
|
+$1.22M
|
+25,368
|
+30%
|
|
|
28
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.41M
|
-$50.1K
|
-1,046
|
-1%
|
|
|
29
|
Private Advisor Group
Morristown,
New Jersey
|
$4.15M
|
+$202K
|
+4,221
|
+5%
|
|
|
30
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$3.96M
|
+$1.07M
|
+22,433
|
+37%
|
|
|
31
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.92M
|
+$235K
|
+4,896
|
+6%
|
|
|
32
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$3.88M
|
+$43.1K
|
+900
|
+1%
|
|
|
33
|
Summit Financial
Parsippany,
New Jersey
|
$3.85M
|
+$342K
|
+7,129
|
+10%
|
|
|
34
|
Equitable Holdings
New York
|
$3.78M
|
-$71.1K
|
-1,483
|
-2%
|
|
|
35
|
Crumly & Associates
Springfield,
Illinois
|
$3.73M
|
-$76.3K
|
-1,593
|
-2%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.64M
|
+$228K
|
+4,751
|
+7%
|
|
|
37
|
MBL Wealth
Charlotte,
North Carolina
|
$3.57M
|
+$37.9K
|
+790
|
+1%
|
|
|
38
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$3.05M
|
+$27K
|
+564
|
+0.9%
|
|
|
39
|
International Assets Investment Management
Orlando,
Florida
|
$2.93M
|
+$2.44M
|
+50,930
|
+501%
|
|
|
40
|
AJ Advisors
Nashville,
Tennessee
|
$2.9M
|
+$207K
|
+4,327
|
+8%
|
|
|
41
|
Truist Financial
Charlotte,
North Carolina
|
$2.79M
|
+$26.4K
|
+552
|
+1%
|
|
|
42
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.76M
|
-$470K
|
-9,812
|
-15%
|
|
|
43
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.71M
|
-$178K
|
-3,715
|
-6%
|
|
|
44
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$2.42M
|
+$218K
|
+4,558
|
+10%
|
|
|
45
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$2.39M
|
+$207K
|
+4,319
|
+9%
|
|
|
46
|
First Horizon Corporation
Memphis,
Tennessee
|
$2.37M
|
–
|
–
|
–
|
|
|
47
|
Oppenheimer & Co
New York
|
$2.33M
|
+$1.04M
|
+21,741
|
+81%
|
|
|
48
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.25M
|
+$145K
|
+3,035
|
+7%
|
|
|
49
|
Stephens Inc
Little Rock,
Arkansas
|
$2.19M
|
-$714K
|
-14,891
|
-25%
|
|
|
50
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.11M
|
+$682K
|
+14,231
|
+48%
|
|
