|
51
|
Summit Wealth Partners
Orlando,
Florida
|
$715K
|
+$173K
|
+7,694
|
+32%
|
|
|
52
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$700K
|
+$248
|
+11
|
+0%
|
|
|
53
|
4J Wealth Management
Alexandria,
Virginia
|
$670K
|
-$133K
|
-5,904
|
-17%
|
|
|
54
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$664K
|
+$79.2K
|
+3,512
|
+13%
|
|
|
55
|
Leavell Investment Management
Mobile,
Alabama
|
$651K
|
+$250K
|
+11,089
|
+62%
|
|
|
56
|
Horizons Wealth Management
Asheville,
North Carolina
|
$632K
|
+$458K
|
+20,322
|
+260%
|
|
|
57
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$601K
|
+$102K
|
+4,546
|
+20%
|
|
|
58
|
Essential Planning
Portsmouth,
New Hampshire
|
$563K
|
+$565K
|
+25,061
|
New
|
|
|
59
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$559K
|
+$561K
|
+24,899
|
New
|
|
|
60
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$526K
|
+$528K
|
+23,428
|
New
|
|
|
61
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$475K
|
+$473K
|
+20,976
|
+12,055%
|
|
|
62
|
Perigon Wealth Management
San Francisco,
California
|
$417K
|
-$101K
|
-4,479
|
-19%
|
|
|
63
|
Kestra Advisory Services
Austin,
Texas
|
$398K
|
+$165K
|
+7,318
|
+70%
|
|
|
64
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$390K
|
+$37.2K
|
+1,650
|
+11%
|
|
|
65
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$365K
|
+$5.95K
|
+264
|
+2%
|
|
|
66
|
Duncker Streett & Co
St. Louis,
Missouri
|
$356K
|
+$358K
|
+15,861
|
New
|
|
|
67
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$349K
|
+$23.4K
|
+1,040
|
+7%
|
|
|
68
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$330K
|
+$15.8K
|
+700
|
+5%
|
|
|
69
|
Focused Wealth Management
Newburgh,
New York
|
$324K
|
-$3.56K
|
-158
|
-1%
|
|
|
70
|
Granite Harbor Advisors
Houston,
Texas
|
$316K
|
-$2.88K
|
-128
|
-0.9%
|
|
|
71
|
AE Wealth Management
Topeka,
Kansas
|
$307K
|
+$308K
|
+13,674
|
New
|
|
|
72
|
|
$300K
|
–
|
–
|
–
|
|
|
73
|
Barrett & Company
Providence,
Rhode Island
|
$294K
|
+$248
|
+11
|
+0.1%
|
|
|
74
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$268K
|
–
|
–
|
–
|
|
|
75
|
Autumn Glory Partners
Dallas,
Texas
|
$265K
|
+$266K
|
+11,813
|
New
|
|
