|
26
|
|
$5.94M
|
+$4.63M
|
+98,840
|
+347%
|
|
|
27
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.94M
|
-$442K
|
-9,438
|
-7%
|
|
|
28
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$5.37M
|
+$5.39M
|
+115,007
|
New
|
|
|
29
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$5.03M
|
–
|
–
|
–
|
|
|
30
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$4.88M
|
-$189K
|
-4,040
|
-4%
|
|
|
31
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.46M
|
+$4.26K
|
+91
|
+0.1%
|
|
|
32
|
Kestra Advisory Services
Austin,
Texas
|
$4.27M
|
+$1.69M
|
+36,044
|
+65%
|
|
|
33
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.19M
|
+$77K
|
+1,644
|
+2%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$4.12M
|
-$125K
|
-2,670
|
-3%
|
|
|
35
|
Corient Private Wealth
Miami,
Florida
|
$4.04M
|
+$1.28M
|
+27,244
|
+46%
|
|
|
36
|
The Wealth Group
Eden Prairie,
Minnesota
|
$3.64M
|
-$64.9K
|
-1,384
|
-2%
|
|
|
37
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$3.56M
|
-$110K
|
-2,354
|
-3%
|
|
|
38
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$3.41M
|
-$1.17M
|
-25,023
|
-25%
|
|
|
39
|
Private Advisor Group
Morristown,
New Jersey
|
$3.31M
|
-$8.16M
|
-174,227
|
-71%
|
|
|
40
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.22M
|
-$2.77K
|
-59
|
-0.1%
|
|
|
41
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$3.13M
|
+$71.2K
|
+1,519
|
+2%
|
|
|
42
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$3.07M
|
-$74.3K
|
-1,585
|
-2%
|
|
|
43
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$2.87M
|
-$55.2K
|
-1,178
|
-2%
|
|
|
44
|
Delos Wealth Advisors
Dallas,
Texas
|
$2.48M
|
+$35.4K
|
+755
|
+1%
|
|
|
45
|
XML Financial
Bethesda,
Maryland
|
$2.37M
|
-$1.87K
|
-40
|
-0.1%
|
|
|
46
|
Mariner
Overland Park,
Kansas
|
$2.18M
|
+$1.02M
|
+21,798
|
+88%
|
|
|
47
|
PFG Advisors
Phoenix,
Arizona
|
$2.16M
|
-$941K
|
-20,074
|
-30%
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
$2.11M
|
+$260K
|
+5,547
|
+14%
|
|
|
49
|
Truist Financial
Charlotte,
North Carolina
|
$2.04M
|
+$358K
|
+7,645
|
+21%
|
|
|
50
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.04M
|
+$165K
|
+3,516
|
+9%
|
|
