|
26
|
Summit Wealth Partners
Orlando,
Florida
|
$4.51M
|
-$514K
|
-6,166
|
-10%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$4.49M
|
+$76.1K
|
+913
|
+2%
|
|
|
28
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$4.43M
|
+$2.99M
|
+35,850
|
+188%
|
|
|
29
|
Silver Oak Securities
Jackson,
Tennessee
|
$4.4M
|
+$2.7M
|
+32,337
|
+144%
|
|
|
30
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$4.36M
|
+$115K
|
+1,385
|
+3%
|
|
|
31
|
Essex Financial Services
Essex,
Connecticut
|
$3.92M
|
-$171K
|
-2,047
|
-4%
|
|
|
32
|
Atria Wealth Solutions
New York
|
$3.91M
|
+$99.6K
|
+1,194
|
+3%
|
|
|
33
|
Landmark Wealth Management (New York)
Melville,
New York
|
$3.88M
|
-$125K
|
-1,504
|
-3%
|
|
|
34
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$3.87M
|
+$170K
|
+2,038
|
+4%
|
|
|
35
|
PMG Wealth Management
Hawthorn Woods,
Illinois
|
$3.87M
|
+$4M
|
+47,978
|
New
|
|
|
36
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.86M
|
-$494K
|
-5,922
|
-11%
|
|
|
37
|
Avant Capital
Lafayette,
Louisiana
|
$3.83M
|
+$3.96M
|
+47,438
|
New
|
|
|
38
|
Cascade Financial Partners
San Diego,
California
|
$3.79M
|
+$207K
|
+2,488
|
+6%
|
|
|
39
|
United Advisor Group
Cincinnati,
Ohio
|
$3.62M
|
+$377K
|
+4,521
|
+11%
|
|
|
40
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$3.61M
|
-$200K
|
-2,403
|
-5%
|
|
|
41
|
World Investment Advisors
Santa Barbara,
California
|
$3.59M
|
+$141K
|
+1,692
|
+4%
|
|
|
42
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.33M
|
+$32.1K
|
+385
|
+0.9%
|
|
|
43
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.23M
|
+$1M
|
+12,038
|
+43%
|
|
|
44
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$3.14M
|
-$5.17M
|
-61,997
|
-61%
|
|
|
45
|
Rockefeller Capital Management
New York
|
$2.5M
|
+$141K
|
+1,691
|
+6%
|
|
|
46
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.33M
|
+$58.6K
|
+703
|
+2%
|
|
|
47
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.33M
|
+$95.3K
|
+1,143
|
+4%
|
|
|
48
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.14M
|
+$525K
|
+6,301
|
+31%
|
|
|
49
|
PFG Investments
Woodbury,
New York
|
$2.13M
|
-$1.92K
|
-23
|
-0.1%
|
|
|
50
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.95M
|
+$150K
|
+1,796
|
+8%
|
|
