|
26
|
Latitude Advisors
Vero Beach,
Florida
|
$1.04M
|
+$552K
|
+3,869
|
+107%
|
|
|
27
|
Atria Wealth Solutions
New York
|
$868K
|
+$890K
|
+6,245
|
New
|
|
|
28
|
Institute for Wealth Management
Denver,
Colorado
|
$757K
|
–
|
–
|
–
|
|
|
29
|
Goodman Advisory Group
Needham,
Massachusetts
|
$709K
|
-$2.34M
|
-16,427
|
-76%
|
|
|
30
|
KCM Investment Advisors
Greenbrae,
California
|
$706K
|
-$2.14K
|
-15
|
-0.3%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$658K
|
-$1.19M
|
-8,381
|
-64%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$560K
|
-$110K
|
-771
|
-16%
|
|
|
33
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$537K
|
-$122K
|
-855
|
-18%
|
|
|
34
|
Brown Advisory
Baltimore,
Maryland
|
$528K
|
–
|
–
|
–
|
|
|
35
|
Park Avenue Securities
New York
|
$526K
|
–
|
–
|
–
|
|
|
36
|
Fort Point Capital Partners
San Francisco,
California
|
$509K
|
+$161K
|
+1,130
|
+45%
|
|
|
37
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$477K
|
+$57.7K
|
+405
|
+13%
|
|
|
38
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$450K
|
-$26.7K
|
-187
|
-5%
|
|
|
39
|
Apeiron RIA
Dallas,
Texas
|
$433K
|
–
|
–
|
–
|
|
|
40
|
E&G Advisors
Houston,
Texas
|
$426K
|
–
|
–
|
–
|
|
|
41
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$414K
|
+$425K
|
+2,978
|
New
|
|
|
42
|
Raymond James & Associates
St Petersburg,
Florida
|
$340K
|
-$43.8K
|
-307
|
-11%
|
|
|
43
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$333K
|
+$4.42K
|
+31
|
+1%
|
|
|
44
|
Beacon Pointe Advisors
Newport Beach,
California
|
$328K
|
+$336K
|
+2,360
|
New
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$324K
|
-$52K
|
-365
|
-14%
|
|
|
46
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$323K
|
+$285
|
+2
|
+0.1%
|
|
|
47
|
Fifth Third Securities
Cincinnati,
Ohio
|
$317K
|
+$325K
|
+2,282
|
New
|
|
|
48
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$310K
|
–
|
–
|
–
|
|
|
49
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$306K
|
+$13K
|
+91
|
+4%
|
|
|
50
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$293K
|
+$300K
|
+2,106
|
New
|
|
