|
101
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.96M
|
+$743K
|
+19,939
|
+9%
|
|
|
102
|
Peak Financial Management
Wellesley,
Massachusetts
|
$8.77M
|
+$220K
|
+5,911
|
+3%
|
|
|
103
|
Charles Schwab
San Francisco,
California
|
$8.73M
|
-$1.38M
|
-37,002
|
-14%
|
|
|
104
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$8.71M
|
+$92.8K
|
+2,492
|
+1%
|
|
|
105
|
Atria Wealth Solutions
New York
|
$8.7M
|
+$2.01M
|
+53,934
|
+30%
|
|
|
106
|
Rinkey Investments
San Diego,
California
|
$8.69M
|
-$287K
|
-7,698
|
-3%
|
|
|
107
|
Kestra Advisory Services
Austin,
Texas
|
$8.63M
|
+$6.29M
|
+168,817
|
+281%
|
|
|
108
|
OneAscent Financial Services
Birmingham,
Alabama
|
$8.28M
|
-$1.24M
|
-33,400
|
-13%
|
|
|
109
|
Better Money Decisions
Santa Fe,
New Mexico
|
$8.23M
|
+$558K
|
+14,996
|
+7%
|
|
|
110
|
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
$7.99M
|
+$7.9M
|
+212,131
|
New
|
|
|
111
|
Global Retirement Partners
San Rafael,
California
|
$7.95M
|
+$1.27M
|
+34,188
|
+19%
|
|
|
112
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$7.92M
|
+$152K
|
+4,069
|
+2%
|
|
|
113
|
Opes Wealth Management
Menlo Park,
California
|
$7.81M
|
-$538K
|
-14,436
|
-7%
|
|
|
114
|
Second Line Capital
Metairie,
Louisiana
|
$7.68M
|
+$327K
|
+8,783
|
+5%
|
|
|
115
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$7.64M
|
+$46K
|
+1,235
|
+0.6%
|
|
|
116
|
Financial Insights
Tacoma,
Washington
|
$7.49M
|
-$126K
|
-3,373
|
-2%
|
|
|
117
|
Fort Point Capital Partners
San Francisco,
California
|
$7.46M
|
+$1.39M
|
+37,251
|
+23%
|
|
|
118
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$7.39M
|
+$3.85M
|
+103,277
|
+111%
|
|
|
119
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$7.33M
|
+$7.46M
|
+200,419
|
New
|
|
|
120
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.31M
|
+$505K
|
+13,551
|
+8%
|
|
|
121
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$7.31M
|
+$505K
|
+13,551
|
+8%
|
|
|
122
|
Securian Asset Management
St Paul,
Minnesota
|
$7.14M
|
–
|
–
|
–
|
|
|
123
|
United Capital Financial Advisors
Irving,
Texas
|
$7.09M
|
-$607K
|
-16,290
|
-8%
|
|
|
124
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.04M
|
+$612K
|
+16,442
|
+10%
|
|
|
125
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$6.94M
|
+$2.79M
|
+75,052
|
+69%
|
|
