|
26
|
Summit Wealth Partners
Orlando,
Florida
|
$5M
|
-$1.32M
|
-17,438
|
-20%
|
|
|
27
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.89M
|
+$4.88M
|
+64,586
|
New
|
|
|
28
|
Integrated Advisors Network
Dallas,
Texas
|
$4.87M
|
-$6.53M
|
-86,412
|
-57%
|
|
|
29
|
Essex Financial Services
Essex,
Connecticut
|
$4.48M
|
+$465K
|
+6,151
|
+12%
|
|
|
30
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$4.07M
|
-$58.5K
|
-774
|
-1%
|
|
|
31
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4.07M
|
-$82.5K
|
-1,092
|
-2%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$3.99M
|
-$136K
|
-1,795
|
-3%
|
|
|
33
|
|
$3.83M
|
+$721K
|
+9,536
|
+22%
|
|
|
34
|
Landmark Wealth Management (New York)
Melville,
New York
|
$3.72M
|
+$20.5K
|
+271
|
+0.5%
|
|
|
35
|
Atria Wealth Solutions
New York
|
$3.69M
|
-$21.2K
|
-281
|
-0.6%
|
|
|
36
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$3.55M
|
+$24.6K
|
+326
|
+0.7%
|
|
|
37
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$3.43M
|
+$3.42M
|
+45,205
|
+3,168%
|
|
|
38
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$3.17M
|
+$376K
|
+4,979
|
+13%
|
|
|
39
|
World Investment Advisors
Santa Barbara,
California
|
$3.14M
|
+$623K
|
+8,242
|
+24%
|
|
|
40
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.01M
|
-$128K
|
-1,691
|
-4%
|
|
|
41
|
Cascade Financial Partners
San Diego,
California
|
$2.9M
|
+$1.03M
|
+13,680
|
+53%
|
|
|
42
|
Modern Wealth Management
Lenexa,
Kansas
|
$2.82M
|
+$149K
|
+1,971
|
+5%
|
|
|
43
|
United Advisor Group
Cincinnati,
Ohio
|
$2.55M
|
+$344K
|
+4,553
|
+15%
|
|
|
44
|
Rockefeller Capital Management
New York
|
$2.16M
|
-$93.1K
|
-1,231
|
-4%
|
|
|
45
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$1.98M
|
+$102K
|
+1,343
|
+5%
|
|
|
46
|
PFG Investments
Woodbury,
New York
|
$1.96M
|
+$416K
|
+5,500
|
+26%
|
|
|
47
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.89M
|
+$227K
|
+3,005
|
+13%
|
|
|
48
|
Prosperity Financial Group
San Ramon,
California
|
$1.83M
|
+$55.3K
|
+731
|
+3%
|
|
|
49
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.74M
|
+$521K
|
+6,887
|
+41%
|
|
|
50
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$1.7M
|
-$351K
|
-4,641
|
-17%
|
|
