|
51
|
SkyOak Wealth
Southfield,
Michigan
|
$6.79M
|
-$150K
|
-2,511
|
-2%
|
|
|
52
|
IFP Advisors
Tampa,
Florida
|
$6.48M
|
+$187K
|
+3,121
|
+3%
|
|
|
53
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$6.11M
|
+$220K
|
+3,674
|
+4%
|
|
|
54
|
Essential Planning
Portsmouth,
New Hampshire
|
$5.84M
|
+$5.84M
|
+97,500
|
New
|
|
|
55
|
Unionview LLC
Seattle,
Washington
|
$5.53M
|
+$271K
|
+4,522
|
+5%
|
|
|
56
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.5M
|
+$407K
|
+6,790
|
+8%
|
|
|
57
|
POM Investment Strategies
Raleigh,
North Carolina
|
$5.39M
|
+$89.4K
|
+1,493
|
+2%
|
|
|
58
|
Marshall Investment Management
Littleton,
Colorado
|
$5.39M
|
+$5.54M
|
+92,504
|
New
|
|
|
59
|
|
$5.35M
|
-$347K
|
-5,792
|
-6%
|
|
|
60
|
TradeWell Securities
Fort Wayne,
Indiana
|
$5.33M
|
+$5.41M
|
+90,320
|
New
|
|
|
61
|
Kestra Advisory Services
Austin,
Texas
|
$5.29M
|
+$1.21M
|
+20,194
|
+29%
|
|
|
62
|
Valmark Advisers
Akron,
Ohio
|
$5.2M
|
+$307K
|
+5,131
|
+6%
|
|
|
63
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4.98M
|
+$268K
|
+4,474
|
+6%
|
|
|
64
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$4.59M
|
+$12.6K
|
+210
|
+0.3%
|
|
|
65
|
Claro Advisors
Boston,
Massachusetts
|
$4.52M
|
-$4.37K
|
-73
|
-0.1%
|
|
|
66
|
Comerica Bank
Dallas,
Texas
|
$4.45M
|
-$16.1K
|
-269
|
-0.4%
|
|
|
67
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.18M
|
-$22.3K
|
-372
|
-0.6%
|
|
|
68
|
TKG Advisors
Valparaiso,
Indiana
|
$3.97M
|
+$3.83M
|
+63,867
|
New
|
|
|
69
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$3.92M
|
+$2.1K
|
+35
|
+0.1%
|
|
|
70
|
Creative Planning
Overland Park,
Kansas
|
$3.88M
|
+$260K
|
+4,335
|
+7%
|
|
|
71
|
Meridian Wealth Management
Lexington,
Kentucky
|
$3.6M
|
–
|
–
|
–
|
|
|
72
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$3.39M
|
+$175K
|
+2,927
|
+5%
|
|
|
73
|
Global Retirement Partners
San Rafael,
California
|
$3.29M
|
+$2.41M
|
+40,212
|
+259%
|
|
|
74
|
Stablepoint Partners
Braintree,
Massachusetts
|
$3.1M
|
-$94.9K
|
-1,585
|
-3%
|
|
|
75
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$3.04M
|
+$3.08M
|
+51,457
|
New
|
|
