|
51
|
HB Wealth Management
Atlanta,
Georgia
|
$931K
|
–
|
–
|
–
|
|
|
52
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$928K
|
+$4.15K
|
+55
|
+0.5%
|
|
|
53
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$914K
|
-$604
|
-8
|
-0.1%
|
|
|
54
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$898K
|
+$37K
|
+490
|
+4%
|
|
|
55
|
Saxon Interests
Houston,
Texas
|
$861K
|
–
|
–
|
–
|
|
|
56
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$735K
|
+$22.4K
|
+297
|
+3%
|
|
|
57
|
Atria Wealth Solutions
New York
|
$727K
|
+$43.6K
|
+577
|
+6%
|
|
|
58
|
|
$716K
|
-$21.1K
|
-279
|
-3%
|
|
|
59
|
Kestra Private Wealth Services
Austin,
Texas
|
$637K
|
+$68.1K
|
+902
|
+12%
|
|
|
60
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$630K
|
+$4.91K
|
+65
|
+0.8%
|
|
|
61
|
Global Retirement Partners
San Rafael,
California
|
$598K
|
+$48.9K
|
+648
|
+9%
|
|
|
62
|
Diversify Advisory Services
Sandy,
Utah
|
$591K
|
-$29.8K
|
-394
|
-5%
|
|
|
63
|
Fidelity Investments
Boston,
Massachusetts
|
$588K
|
+$22.7K
|
+300
|
+4%
|
|
|
64
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$546K
|
+$540K
|
+7,148
|
New
|
|
|
65
|
NewEdge Advisors
New Orleans,
Louisiana
|
$540K
|
+$235K
|
+3,112
|
+79%
|
|
|
66
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$537K
|
–
|
–
|
–
|
|
|
67
|
Private Wealth Strategies
New Albany,
Ohio
|
$518K
|
+$2.42K
|
+32
|
+0.5%
|
|
|
68
|
Stifel Financial
St. Louis,
Missouri
|
$477K
|
+$20.4K
|
+270
|
+5%
|
|
|
69
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$455K
|
+$24.9K
|
+330
|
+6%
|
|
|
70
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$454K
|
-$322K
|
-4,261
|
-42%
|
|
|
71
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$454K
|
-$322K
|
-4,261
|
-42%
|
|
|
72
|
Flagstar Advisors
New York
|
$453K
|
-$26.1K
|
-346
|
-6%
|
|
|
73
|
Key Financial Inc
West Chester,
Pennsylvania
|
$414K
|
+$409K
|
+5,419
|
New
|
|
|
74
|
Stephens Consulting
Flint,
Michigan
|
$403K
|
-$22.7K
|
-300
|
-5%
|
|
|
75
|
Detalus Advisors
St. Louis,
Missouri
|
$396K
|
+$57.8K
|
+765
|
+17%
|
|
