|
51
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$796K
|
+$46.9K
|
+709
|
+7%
|
|
|
52
|
Derbend Asset Management
Peachtree City,
Georgia
|
$789K
|
+$83.4K
|
+1,260
|
+13%
|
|
|
53
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$690K
|
–
|
–
|
–
|
|
|
54
|
|
$664K
|
-$84.6K
|
-1,278
|
-12%
|
|
|
55
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$621K
|
+$582K
|
+8,799
|
New
|
|
|
56
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$608K
|
+$568K
|
+8,582
|
New
|
|
|
57
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$608K
|
+$568K
|
+8,582
|
New
|
|
|
58
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$578K
|
+$542K
|
+8,190
|
New
|
|
|
59
|
Fidelity Investments
Boston,
Massachusetts
|
$532K
|
+$97.8K
|
+1,478
|
+24%
|
|
|
60
|
Kestra Private Wealth Services
Austin,
Texas
|
$526K
|
–
|
–
|
–
|
|
|
61
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$500K
|
–
|
–
|
–
|
|
|
62
|
Private Wealth Strategies
New Albany,
Ohio
|
$475K
|
+$5.96K
|
+90
|
+1%
|
|
|
63
|
Flagstar Advisors
New York
|
$449K
|
+$5.03K
|
+76
|
+1%
|
|
|
64
|
Cetera Advisors
Denver,
Colorado
|
$445K
|
-$208K
|
-3,135
|
-33%
|
|
|
65
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$440K
|
+$412K
|
+6,226
|
New
|
|
|
66
|
Steward Partners Investment Advisory
New York
|
$436K
|
+$196K
|
+2,955
|
+92%
|
|
|
67
|
Global Retirement Partners
San Rafael,
California
|
$425K
|
+$55.6K
|
+840
|
+16%
|
|
|
68
|
Stifel Financial
St. Louis,
Missouri
|
$422K
|
–
|
–
|
–
|
|
|
69
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$417K
|
-$23.8K
|
-360
|
-6%
|
|
|
70
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$417K
|
+$184K
|
+2,779
|
+89%
|
|
|
71
|
Kestra Advisory Services
Austin,
Texas
|
$413K
|
+$32.6K
|
+492
|
+9%
|
|
|
72
|
Stephens Consulting
Flint,
Michigan
|
$394K
|
-$10.8K
|
-163
|
-3%
|
|
|
73
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$392K
|
+$368K
|
+5,555
|
New
|
|
|
74
|
Atria Wealth Solutions
New York
|
$384K
|
-$4.57K
|
-69
|
-1%
|
|
|
75
|
Courage Miller Partners
Norfolk,
Virginia
|
$363K
|
-$64.6K
|
-976
|
-16%
|
|
