|
26
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$2.52M
|
–
|
–
|
–
|
|
|
27
|
Waverly Advisors
Birmingham,
Alabama
|
$2.44M
|
-$117K
|
-3,872
|
-4%
|
|
|
28
|
Atria Investments
Charlotte,
North Carolina
|
$2.16M
|
+$1.08M
|
+35,636
|
+94%
|
|
|
29
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.05M
|
+$41K
|
+1,357
|
+2%
|
|
|
30
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.56M
|
-$33.4K
|
-1,105
|
-2%
|
|
|
31
|
&Partners
Nashville,
Tennessee
|
$1.53M
|
+$931K
|
+30,789
|
+149%
|
|
|
32
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.29M
|
+$56.6K
|
+1,874
|
+4%
|
|
|
33
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.29M
|
+$52K
|
+1,721
|
+4%
|
|
|
34
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$1.23M
|
–
|
–
|
–
|
|
|
35
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$979K
|
+$1.01M
|
+33,365
|
New
|
|
|
36
|
EdgeRock Capital
Denver,
Colorado
|
$897K
|
+$17.1K
|
+565
|
+2%
|
|
|
37
|
Philadelphia Investment Partners
Voorhees,
New Jersey
|
$828K
|
+$853K
|
+28,222
|
New
|
|
|
38
|
Transcend Capital Advisors
Madison,
New Jersey
|
$796K
|
-$585K
|
-19,339
|
-42%
|
|
|
39
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$763K
|
+$14.5K
|
+479
|
+2%
|
|
|
40
|
MML Investors Services
Springfield,
Massachusetts
|
$620K
|
+$29.3K
|
+968
|
+5%
|
|
|
41
|
PFG Investments
Woodbury,
New York
|
$450K
|
+$91K
|
+3,012
|
+24%
|
|
|
42
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$450K
|
+$463K
|
+15,321
|
New
|
|
|
43
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$439K
|
+$34.6K
|
+1,143
|
+8%
|
|
|
44
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$398K
|
-$83.6K
|
-2,766
|
-17%
|
|
|
45
|
PUREfi Wealth
Boston,
Massachusetts
|
$382K
|
–
|
–
|
–
|
|
|
46
|
|
$377K
|
+$388K
|
+12,844
|
New
|
|
|
47
|
Sapient Capital
Indianapolis,
Indiana
|
$310K
|
+$319K
|
+10,560
|
New
|
|
|
48
|
Argentarii
Cincinnati,
Ohio
|
$281K
|
+$45.9K
|
+1,520
|
+19%
|
|
|
49
|
Weaver Consulting Group
Huntington Beach,
California
|
$280K
|
–
|
–
|
–
|
|
|
50
|
MCF Advisors
Covington,
Kentucky
|
$264K
|
+$272K
|
+9,000
|
New
|
|
