|
26
|
Modern Wealth Management
Lenexa,
Kansas
|
$4.76M
|
+$155K
|
+1,908
|
+3%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$4.6M
|
+$120K
|
+1,474
|
+3%
|
|
|
28
|
Silver Oak Securities
Jackson,
Tennessee
|
$4.49M
|
+$107K
|
+1,313
|
+2%
|
|
|
29
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$4.49M
|
-$22.8K
|
-280
|
-0.5%
|
|
|
30
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$4.48M
|
+$115K
|
+1,410
|
+3%
|
|
|
31
|
Cascade Financial Partners
San Diego,
California
|
$4.43M
|
+$649K
|
+7,971
|
+17%
|
|
|
32
|
Summit Wealth Partners
Orlando,
Florida
|
$4.17M
|
-$338K
|
-4,151
|
-7%
|
|
|
33
|
Avant Capital
Lafayette,
Louisiana
|
$3.86M
|
+$35.2K
|
+433
|
+0.9%
|
|
|
34
|
Essex Financial Services
Essex,
Connecticut
|
$3.85M
|
-$67.6K
|
-831
|
-2%
|
|
|
35
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.82M
|
+$616K
|
+7,566
|
+19%
|
|
|
36
|
United Advisor Group
Cincinnati,
Ohio
|
$3.81M
|
+$194K
|
+2,388
|
+5%
|
|
|
37
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$3.74M
|
-$695K
|
-8,538
|
-16%
|
|
|
38
|
PMG Wealth Management
Hawthorn Woods,
Illinois
|
$3.74M
|
-$128K
|
-1,570
|
-3%
|
|
|
39
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.71M
|
-$32.6K
|
-401
|
-0.9%
|
|
|
40
|
World Investment Advisors
Santa Barbara,
California
|
$3.63M
|
+$32.7K
|
+402
|
+0.9%
|
|
|
41
|
Two Sigma Investments
New York
|
$3.54M
|
+$3.57M
|
+43,900
|
New
|
|
|
42
|
Atria Wealth Solutions
New York
|
$3.48M
|
-$437K
|
-5,366
|
-11%
|
|
|
43
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$3.3M
|
-$319K
|
-3,914
|
-9%
|
|
|
44
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.26M
|
-$69.1K
|
-849
|
-2%
|
|
|
45
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$3.13M
|
-$10.1K
|
-124
|
-0.3%
|
|
|
46
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$3.1M
|
-$774K
|
-9,513
|
-20%
|
|
|
47
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.05M
|
+$2.55M
|
+31,274
|
+478%
|
|
|
48
|
Landmark Wealth Management (New York)
Melville,
New York
|
$2.57M
|
-$1.33M
|
-16,293
|
-34%
|
|
|
49
|
Rockefeller Capital Management
New York
|
$2.5M
|
-$7.33K
|
-90
|
-0.3%
|
|
|
50
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.43M
|
+$103K
|
+1,262
|
+4%
|
|
