|
26
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.06M
|
-$9.21K
|
-103
|
-0.2%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$4.88M
|
-$27.9K
|
-312
|
-0.6%
|
|
|
28
|
Meridian Wealth Management
Lexington,
Kentucky
|
$4.74M
|
+$4.48M
|
+50,168
|
New
|
|
|
29
|
Rockefeller Capital Management
New York
|
$3.94M
|
-$65K
|
-727
|
-2%
|
|
|
30
|
Firestone Capital Management
Coral Gables,
Florida
|
$3.44M
|
–
|
–
|
–
|
|
|
31
|
Spire Wealth Management
Mclean,
Virginia
|
$3.31M
|
+$256K
|
+2,865
|
+9%
|
|
|
32
|
Ameriprise
Minneapolis,
Minnesota
|
$3.23M
|
-$185K
|
-2,065
|
-6%
|
|
|
33
|
Institute for Wealth Management
Denver,
Colorado
|
$3.09M
|
-$36.2K
|
-405
|
-1%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.01M
|
-$71K
|
-794
|
-2%
|
|
|
35
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$2.62M
|
+$50K
|
+559
|
+2%
|
|
|
36
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.61M
|
+$16.3K
|
+182
|
+0.7%
|
|
|
37
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$2.46M
|
–
|
–
|
–
|
|
|
38
|
Prism Advisors
Studio City,
California
|
$2.08M
|
-$251K
|
-2,806
|
-11%
|
|
|
39
|
Tobias Financial Advisors
Plantation,
Florida
|
$1.97M
|
-$6.08K
|
-68
|
-0.3%
|
|
|
40
|
Equitable Holdings
New York
|
$1.95M
|
-$27.3K
|
-305
|
-1%
|
|
|
41
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.9M
|
-$10.5K
|
-118
|
-0.6%
|
|
|
42
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.84M
|
–
|
–
|
–
|
|
|
43
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.71M
|
-$10.1K
|
-113
|
-0.6%
|
|
|
44
|
Balanced Wealth Group
Westlake,
Ohio
|
$1.68M
|
+$4.2K
|
+47
|
+0.3%
|
|
|
45
|
Comerica Bank
Dallas,
Texas
|
$1.62M
|
-$13.4K
|
-150
|
-0.9%
|
|
|
46
|
Fenimore Asset Management
Cobleskill,
New York
|
$1.61M
|
–
|
–
|
–
|
|
|
47
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.52M
|
+$60K
|
+671
|
+4%
|
|
|
48
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.5M
|
–
|
–
|
–
|
|
|
49
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.49M
|
–
|
–
|
–
|
|
|
50
|
Atria Wealth Solutions
New York
|
$1.41M
|
+$26.2K
|
+293
|
+2%
|
|
