|
51
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$562K
|
-$82K
|
-1,122
|
-13%
|
|
|
52
|
Bank of Marin
Novato,
California
|
$505K
|
+$503K
|
+6,877
|
New
|
|
|
53
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$502K
|
-$13.2K
|
-180
|
-3%
|
|
|
54
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$500K
|
-$6.8K
|
-93
|
-1%
|
|
|
55
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$500K
|
+$341K
|
+4,671
|
+218%
|
|
|
56
|
Wells Fargo
San Francisco,
California
|
$469K
|
-$73
|
-1
|
-0%
|
|
|
57
|
Equitable Holdings
New York
|
$434K
|
+$27.6K
|
+378
|
+7%
|
|
|
58
|
Arete Wealth Advisors
Chicago,
Illinois
|
$408K
|
+$29.1K
|
+398
|
+8%
|
|
|
59
|
|
$407K
|
–
|
–
|
–
|
|
|
60
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$383K
|
+$512
|
+7
|
+0.1%
|
|
|
61
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$367K
|
+$21.3K
|
+292
|
+6%
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$310K
|
+$309K
|
+4,221
|
New
|
|
|
63
|
Retirement Group
San Diego,
California
|
$307K
|
+$1.53K
|
+21
|
+0.5%
|
|
|
64
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$292K
|
+$877
|
+12
|
+0.3%
|
|
|
65
|
Meridian Financial
Holliston,
Massachusetts
|
$282K
|
–
|
–
|
–
|
|
|
66
|
360 Financial
Wayzata,
Minnesota
|
$268K
|
-$34.2K
|
-468
|
-11%
|
|
|
67
|
Astoria Portfolio Advisors
New York
|
$262K
|
+$264K
|
+3,610
|
New
|
|
|
68
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$243K
|
-$14.2K
|
-194
|
-6%
|
|
|
69
|
Kestra Advisory Services
Austin,
Texas
|
$219K
|
+$218K
|
+2,986
|
New
|
|
|
70
|
Financial Advocates Investment Management
Olympia,
Washington
|
$215K
|
+$214K
|
+2,931
|
New
|
|
|
71
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$189K
|
+$1.5M
|
+20,462
|
+377%
|
|
|
72
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$127K
|
–
|
–
|
–
|
|
|
73
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$109K
|
–
|
–
|
–
|
|
|
74
|
Geneos Wealth Management
Englewood,
Colorado
|
$91.4K
|
+$42.8K
|
+585
|
+89%
|
|
|
75
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$88.7K
|
+$61K
|
+835
|
+223%
|
|
