|
51
|
Waverly Advisors
Birmingham,
Alabama
|
$1.03M
|
–
|
–
|
–
|
|
|
52
|
Verum Partners
Charlotte,
North Carolina
|
$1.02M
|
–
|
–
|
–
|
|
|
53
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$1,000K
|
–
|
–
|
–
|
|
|
54
|
HB Wealth Management
Atlanta,
Georgia
|
$982K
|
-$19.8K
|
-250
|
-2%
|
|
|
55
|
Saxon Interests
Houston,
Texas
|
$927K
|
–
|
–
|
–
|
|
|
56
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$892K
|
-$72.3K
|
-914
|
-8%
|
|
|
57
|
Atria Wealth Solutions
New York
|
$857K
|
+$71.2K
|
+900
|
+9%
|
|
|
58
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$794K
|
+$2.22K
|
+28
|
+0.3%
|
|
|
59
|
|
$793K
|
+$21.3K
|
+269
|
+3%
|
|
|
60
|
Global Retirement Partners
San Rafael,
California
|
$739K
|
+$92.1K
|
+1,163
|
+15%
|
|
|
61
|
Kestra Private Wealth Services
Austin,
Texas
|
$725K
|
+$36.6K
|
+463
|
+6%
|
|
|
62
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$678K
|
-$158
|
-2
|
-0%
|
|
|
63
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$656K
|
+$161K
|
+2,037
|
+34%
|
|
|
64
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$656K
|
+$161K
|
+2,037
|
+34%
|
|
|
65
|
Fidelity Investments
Boston,
Massachusetts
|
$630K
|
-$3.64K
|
-46
|
-0.6%
|
|
|
66
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$599K
|
+$11.3K
|
+143
|
+2%
|
|
|
67
|
NewEdge Advisors
New Orleans,
Louisiana
|
$588K
|
+$6.65K
|
+84
|
+1%
|
|
|
68
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$578K
|
–
|
–
|
–
|
|
|
69
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$556K
|
+$265K
|
+3,345
|
+98%
|
|
|
70
|
Diversify Advisory Services
Sandy,
Utah
|
$538K
|
-$94.1K
|
-1,189
|
-15%
|
|
|
71
|
Stifel Financial
St. Louis,
Missouri
|
$513K
|
-$712
|
-9
|
-0.1%
|
|
|
72
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$506K
|
+$15.4K
|
+195
|
+3%
|
|
|
73
|
Flagstar Advisors
New York
|
$485K
|
-$3.25K
|
-41
|
-0.7%
|
|
|
74
|
Key Financial Inc
West Chester,
Pennsylvania
|
$445K
|
–
|
–
|
–
|
|
|
75
|
Stephens Consulting
Flint,
Michigan
|
$434K
|
–
|
–
|
–
|
|
