|
26
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$2.82M
|
–
|
–
|
–
|
|
|
27
|
Waverly Advisors
Birmingham,
Alabama
|
$2.72M
|
-$6.01K
|
-192
|
-0.2%
|
|
|
28
|
Atria Investments
Charlotte,
North Carolina
|
$2.43M
|
+$11.7K
|
+375
|
+0.5%
|
|
|
29
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.33M
|
+$35.7K
|
+1,139
|
+2%
|
|
|
30
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.65M
|
-$96.2K
|
-3,072
|
-6%
|
|
|
31
|
&Partners
Nashville,
Tennessee
|
$1.55M
|
-$125K
|
-4,006
|
-8%
|
|
|
32
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.46M
|
+$10.5K
|
+334
|
+0.8%
|
|
|
33
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.46M
|
+$15.3K
|
+488
|
+1%
|
|
|
34
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$1.37M
|
–
|
–
|
–
|
|
|
35
|
EdgeRock Capital
Denver,
Colorado
|
$1.26M
|
+$244K
|
+7,798
|
+26%
|
|
|
36
|
MML Investors Services
Springfield,
Massachusetts
|
$1.01M
|
+$302K
|
+9,654
|
+46%
|
|
|
37
|
Philadelphia Investment Partners
Voorhees,
New Jersey
|
$919K
|
-$6.45K
|
-206
|
-0.7%
|
|
|
38
|
|
$888K
|
-$3.35M
|
-106,849
|
-80%
|
|
|
39
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$864K
|
+$10.6K
|
+340
|
+1%
|
|
|
40
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$742K
|
+$708K
|
+22,600
|
New
|
|
|
41
|
Transcend Capital Advisors
Madison,
New Jersey
|
$702K
|
-$179K
|
-5,720
|
-21%
|
|
|
42
|
Freestone Capital Holdings
Seattle,
Washington
|
$506K
|
+$483K
|
+15,437
|
New
|
|
|
43
|
PFG Investments
Woodbury,
New York
|
$504K
|
+$282
|
+9
|
+0.1%
|
|
|
44
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$503K
|
–
|
–
|
–
|
|
|
45
|
Concurrent Investment Advisors
Tampa,
Florida
|
$446K
|
+$425K
|
+13,591
|
New
|
|
|
46
|
PUREfi Wealth
Boston,
Massachusetts
|
$427K
|
–
|
–
|
–
|
|
|
47
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$424K
|
-$19.9K
|
-635
|
-5%
|
|
|
48
|
Argentarii
Cincinnati,
Ohio
|
$335K
|
+$16.8K
|
+537
|
+6%
|
|
|
49
|
Weaver Consulting Group
Huntington Beach,
California
|
$313K
|
–
|
–
|
–
|
|
|
50
|
MCF Advisors
Covington,
Kentucky
|
$296K
|
–
|
–
|
–
|
|
