|
26
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$6.42M
|
+$3.05M
|
+36,158
|
+92%
|
|
|
27
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$6.4M
|
-$120K
|
-1,419
|
-2%
|
|
|
28
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$6.31M
|
+$585K
|
+6,940
|
+10%
|
|
|
29
|
Pathstone Holdings
Englewood,
New Jersey
|
$6.21M
|
–
|
–
|
–
|
|
|
30
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.98M
|
+$564K
|
+6,685
|
+11%
|
|
|
31
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.36M
|
+$848K
|
+10,064
|
+19%
|
|
|
32
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$4.91M
|
-$51.9K
|
-616
|
-1%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$4.78M
|
-$62K
|
-735
|
-1%
|
|
|
34
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$4.61M
|
-$91.2K
|
-1,082
|
-2%
|
|
|
35
|
Cascade Financial Partners
San Diego,
California
|
$4.43M
|
-$141K
|
-1,672
|
-3%
|
|
|
36
|
United Advisor Group
Cincinnati,
Ohio
|
$4.06M
|
+$46.8K
|
+555
|
+1%
|
|
|
37
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.01M
|
-$47.2K
|
-560
|
-1%
|
|
|
38
|
Pinnacle Associates
New York
|
$3.91M
|
-$447K
|
-5,301
|
-10%
|
|
|
39
|
Avant Capital
Lafayette,
Louisiana
|
$3.89M
|
-$33.4K
|
-396
|
-0.9%
|
|
|
40
|
World Investment Advisors
Santa Barbara,
California
|
$3.84M
|
+$5.48K
|
+65
|
+0.1%
|
|
|
41
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.79M
|
-$143K
|
-1,695
|
-4%
|
|
|
42
|
Essex Financial Services
Essex,
Connecticut
|
$3.77M
|
-$225K
|
-2,663
|
-6%
|
|
|
43
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$3.67M
|
-$134K
|
-1,586
|
-4%
|
|
|
44
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$3.38M
|
+$98.3K
|
+1,166
|
+3%
|
|
|
45
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$3.29M
|
+$3.96K
|
+47
|
+0.1%
|
|
|
46
|
Rockefeller Capital Management
New York
|
$3.23M
|
+$184K
|
+2,180
|
+6%
|
|
|
47
|
Summit Wealth Partners
Orlando,
Florida
|
$3.15M
|
-$207K
|
-2,461
|
-6%
|
|
|
48
|
Harbour Investments
Madison,
Wisconsin
|
$2.91M
|
+$260K
|
+3,079
|
+10%
|
|
|
49
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.8M
|
+$190K
|
+2,249
|
+7%
|
|
|
50
|
Mariner
Overland Park,
Kansas
|
$2.69M
|
+$2.16M
|
+25,583
|
+433%
|
|
