|
51
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$4.96M
|
+$796K
|
+17,230
|
+22%
|
|
|
52
|
POM Investment Strategies
Raleigh,
North Carolina
|
$4.77M
|
+$4.28M
|
+92,623
|
New
|
|
|
53
|
DB Wealth Management Group
San Diego,
California
|
$4.66M
|
-$1.86M
|
-40,203
|
-31%
|
|
|
54
|
Comerica Bank
Dallas,
Texas
|
$4.62M
|
+$59.1K
|
+1,279
|
+1%
|
|
|
55
|
Claro Advisors
Boston,
Massachusetts
|
$4.26M
|
-$168K
|
-3,637
|
-4%
|
|
|
56
|
Unionview LLC
Seattle,
Washington
|
$4.26M
|
+$3.74K
|
+81
|
+0.1%
|
|
|
57
|
PFG Investments
Woodbury,
New York
|
$4.11M
|
-$2.39M
|
-51,696
|
-39%
|
|
|
58
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.07M
|
-$1.91M
|
-41,445
|
-34%
|
|
|
59
|
SPC Financial Inc
Rockville,
Maryland
|
$4M
|
+$434K
|
+9,400
|
+14%
|
|
|
60
|
Kestra Advisory Services
Austin,
Texas
|
$3.94M
|
-$882K
|
-19,088
|
-20%
|
|
|
61
|
Valmark Advisers
Akron,
Ohio
|
$3.84M
|
+$82.8K
|
+1,792
|
+2%
|
|
|
62
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.77M
|
-$1.99M
|
-43,124
|
-37%
|
|
|
63
|
Fifth Third Securities
Cincinnati,
Ohio
|
$3.61M
|
-$113K
|
-2,457
|
-3%
|
|
|
64
|
Meridian Wealth Management
Lexington,
Kentucky
|
$3.35M
|
+$53.4K
|
+1,157
|
+2%
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$3.32M
|
-$177K
|
-3,830
|
-6%
|
|
|
66
|
Mariner
Overland Park,
Kansas
|
$2.88M
|
-$2.16M
|
-46,718
|
-46%
|
|
|
67
|
Atria Wealth Solutions
New York
|
$2.88M
|
+$321K
|
+6,960
|
+14%
|
|
|
68
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.85M
|
–
|
–
|
–
|
|
|
69
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$2.85M
|
-$38.2K
|
-828
|
-1%
|
|
|
70
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2.83M
|
-$404K
|
-8,752
|
-14%
|
|
|
71
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$2.73M
|
+$467K
|
+10,120
|
+24%
|
|
|
72
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.58M
|
-$48.3K
|
-1,045
|
-2%
|
|
|
73
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$2.57M
|
+$77.6K
|
+1,680
|
+3%
|
|
|
74
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$2.55M
|
+$2.28M
|
+49,472
|
New
|
|
|
75
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.41M
|
-$789K
|
-17,084
|
-27%
|
|
