|
26
|
Institute for Wealth Management
Denver,
Colorado
|
$512K
|
–
|
–
|
–
|
|
|
27
|
KCM Investment Advisors
Greenbrae,
California
|
$478K
|
–
|
–
|
–
|
|
|
28
|
Atria Wealth Solutions
New York
|
$448K
|
-$47.1K
|
-433
|
-8%
|
|
|
29
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$435K
|
-$7.72K
|
-71
|
-2%
|
|
|
30
|
Park Avenue Securities
New York
|
$421K
|
–
|
–
|
–
|
|
|
31
|
Brown Advisory
Baltimore,
Maryland
|
$358K
|
–
|
–
|
–
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$340K
|
-$38.2K
|
-351
|
-9%
|
|
|
33
|
Sutton Place Investors
Katonah,
New York
|
$323K
|
+$153K
|
+1,410
|
+70%
|
|
|
34
|
Fort Point Capital Partners
San Francisco,
California
|
$306K
|
-$16.3K
|
-150
|
-4%
|
|
|
35
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$303K
|
-$21.9K
|
-201
|
-6%
|
|
|
36
|
Latitude Advisors
Vero Beach,
Florida
|
$302K
|
+$653
|
+6
|
+0.2%
|
|
|
37
|
Hartline Investment Corp
Winnetka,
Illinois
|
$302K
|
+$349K
|
+3,205
|
New
|
|
|
38
|
Apeiron RIA
Dallas,
Texas
|
$289K
|
+$345K
|
+3,176
|
New
|
|
|
39
|
SlateStone Wealth
Jupiter,
Florida
|
$278K
|
-$45.5K
|
-418
|
-12%
|
|
|
40
|
Tower Research Capital (TRC)
New York
|
$270K
|
-$432K
|
-3,971
|
-58%
|
|
|
41
|
Creative Planning
Overland Park,
Kansas
|
$257K
|
+$43.5K
|
+400
|
+17%
|
|
|
42
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$232K
|
–
|
–
|
–
|
|
|
43
|
Raymond James & Associates
St Petersburg,
Florida
|
$225K
|
+$109
|
+1
|
+0%
|
|
|
44
|
Beacon Pointe Advisors
Newport Beach,
California
|
$222K
|
–
|
–
|
–
|
|
|
45
|
IHT Wealth Management
Chicago,
Illinois
|
$217K
|
+$251K
|
+2,310
|
New
|
|
|
46
|
Scotia Capital
Toronto,
Ontario, Canada
|
$216K
|
+$28K
|
+257
|
+13%
|
|
|
47
|
Aries Wealth Management
Portland,
Maine
|
$205K
|
–
|
–
|
–
|
|
|
48
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$204K
|
-$67.4K
|
-620
|
-22%
|
|
|
49
|
Global Retirement Partners
San Rafael,
California
|
$174K
|
+$1.2K
|
+11
|
+0.6%
|
|
|
50
|
Steward Partners Investment Advisory
New York
|
$165K
|
–
|
–
|
–
|
|
