|
51
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$921K
|
+$873K
|
+11,989
|
New
|
|
|
52
|
Derbend Asset Management
Peachtree City,
Georgia
|
$873K
|
+$14.1K
|
+193
|
+2%
|
|
|
53
|
Saxon Interests
Houston,
Texas
|
$867K
|
–
|
–
|
–
|
|
|
54
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$866K
|
–
|
–
|
–
|
|
|
55
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$784K
|
+$118K
|
+1,621
|
+19%
|
|
|
56
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$784K
|
+$118K
|
+1,621
|
+19%
|
|
|
57
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$751K
|
–
|
–
|
–
|
|
|
58
|
|
$742K
|
+$18.5K
|
+254
|
+3%
|
|
|
59
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$718K
|
+$39.3K
|
+540
|
+6%
|
|
|
60
|
Atria Wealth Solutions
New York
|
$688K
|
+$256K
|
+3,508
|
+64%
|
|
|
61
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$629K
|
–
|
–
|
–
|
|
|
62
|
Diversify Advisory Services
Sandy,
Utah
|
$619K
|
+$588K
|
+8,079
|
New
|
|
|
63
|
Kestra Private Wealth Services
Austin,
Texas
|
$573K
|
–
|
–
|
–
|
|
|
64
|
Fidelity Investments
Boston,
Massachusetts
|
$569K
|
-$8.74K
|
-120
|
-2%
|
|
|
65
|
Global Retirement Partners
San Rafael,
California
|
$552K
|
+$80.3K
|
+1,102
|
+18%
|
|
|
66
|
Cetera Advisors
Denver,
Colorado
|
$541K
|
+$54.2K
|
+744
|
+12%
|
|
|
67
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$540K
|
-$4.08K
|
-56
|
-0.8%
|
|
|
68
|
Private Wealth Strategies
New Albany,
Ohio
|
$519K
|
+$2.19K
|
+30
|
+0.4%
|
|
|
69
|
Flagstar Advisors
New York
|
$483K
|
-$4.74K
|
-65
|
-1%
|
|
|
70
|
Stifel Financial
St. Louis,
Missouri
|
$459K
|
–
|
–
|
–
|
|
|
71
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$432K
|
-$20K
|
-274
|
-5%
|
|
|
72
|
Stephens Consulting
Flint,
Michigan
|
$429K
|
–
|
–
|
–
|
|
|
73
|
Courage Miller Partners
Norfolk,
Virginia
|
$395K
|
–
|
–
|
–
|
|
|
74
|
Summit Asset Management
Memphis,
Tennessee
|
$391K
|
–
|
–
|
–
|
|
|
75
|
|
$384K
|
–
|
–
|
–
|
|
