|
51
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$1.07M
|
+$3.47K
|
+99
|
+0.3%
|
|
|
52
|
Summit Wealth Partners
Orlando,
Florida
|
$766K
|
+$281
|
+8
|
+0%
|
|
|
53
|
Nova Wealth Management
Bonita Springs,
Florida
|
$760K
|
+$245K
|
+6,984
|
+49%
|
|
|
54
|
Cresset Asset Management
Chicago,
Illinois
|
$741K
|
–
|
–
|
–
|
|
|
55
|
|
$646K
|
+$634K
|
+18,073
|
New
|
|
|
56
|
Northern Trust
Chicago,
Illinois
|
$632K
|
-$25.9K
|
-739
|
-4%
|
|
|
57
|
Atria Wealth Solutions
New York
|
$625K
|
–
|
–
|
–
|
|
|
58
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$618K
|
-$1.4K
|
-40
|
-0.2%
|
|
|
59
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$591K
|
+$70.6K
|
+2,013
|
+14%
|
|
|
60
|
CreativeOne Wealth
Overland Park,
Kansas
|
$563K
|
-$27.6K
|
-787
|
-5%
|
|
|
61
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$479K
|
-$15.1K
|
-432
|
-3%
|
|
|
62
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$468K
|
-$5.86K
|
-167
|
-1%
|
|
|
63
|
Diversify Advisory Services
Sandy,
Utah
|
$466K
|
+$127K
|
+3,618
|
+38%
|
|
|
64
|
Silverlake Wealth Management
Williston,
Vermont
|
$466K
|
+$1.02K
|
+29
|
+0.2%
|
|
|
65
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$464K
|
+$34.6K
|
+986
|
+8%
|
|
|
66
|
NewEdge Advisors
New Orleans,
Louisiana
|
$443K
|
-$142K
|
-4,058
|
-25%
|
|
|
67
|
Truist Financial
Charlotte,
North Carolina
|
$435K
|
-$149K
|
-4,247
|
-26%
|
|
|
68
|
West Michigan Advisors
Holland,
Michigan
|
$405K
|
–
|
–
|
–
|
|
|
69
|
Bay Colony Advisors
Concord,
Massachusetts
|
$399K
|
+$85.9K
|
+2,449
|
+28%
|
|
|
70
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$386K
|
-$7.01K
|
-200
|
-2%
|
|
|
71
|
Howard Financial Services
Dallas,
Texas
|
$383K
|
-$10.2K
|
-291
|
-3%
|
|
|
72
|
SteelPeak Wealth
Woodland Hills,
California
|
$373K
|
+$23.8K
|
+679
|
+7%
|
|
|
73
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$331K
|
-$245
|
-7
|
-0.1%
|
|
|
74
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$318K
|
–
|
–
|
–
|
|
|
75
|
J.W. Cole Advisors
Tampa,
Florida
|
$317K
|
+$311K
|
+8,879
|
New
|
|
