|
26
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$1.16M
|
+$40.2K
|
+272
|
+4%
|
|
|
27
|
Institute for Wealth Management
Denver,
Colorado
|
$875K
|
–
|
–
|
–
|
|
|
28
|
KCM Investment Advisors
Greenbrae,
California
|
$818K
|
–
|
–
|
–
|
|
|
29
|
Quadcap Wealth Management
Frisco,
Texas
|
$815K
|
+$734K
|
+4,963
|
New
|
|
|
30
|
Citadel Advisors
Miami,
Florida
|
$814K
|
+$220K
|
+1,491
|
+43%
|
|
|
31
|
KWB Wealth
Redlands,
California
|
$804K
|
+$82.5K
|
+558
|
+13%
|
|
|
32
|
Park Avenue Securities
New York
|
$727K
|
-$69.8K
|
-472
|
-10%
|
|
|
33
|
Goodman Advisory Group
Needham,
Massachusetts
|
$724K
|
-$579K
|
-3,920
|
-47%
|
|
|
34
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$700K
|
+$157K
|
+1,060
|
+33%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$692K
|
-$14.5K
|
-98
|
-2%
|
|
|
36
|
Atria Wealth Solutions
New York
|
$675K
|
-$347K
|
-2,348
|
-36%
|
|
|
37
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$658K
|
-$175K
|
-1,185
|
-23%
|
|
|
38
|
Brown Advisory
Baltimore,
Maryland
|
$657K
|
–
|
–
|
–
|
|
|
39
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$612K
|
+$23.9K
|
+162
|
+5%
|
|
|
40
|
IHT Wealth Management
Chicago,
Illinois
|
$542K
|
+$6.95K
|
+47
|
+1%
|
|
|
41
|
Latitude Advisors
Vero Beach,
Florida
|
$519K
|
+$443
|
+3
|
+0.1%
|
|
|
42
|
Centaurus Financial
Anaheim,
California
|
$511K
|
+$460K
|
+3,115
|
New
|
|
|
43
|
Axxcess Wealth Management
Carlsbad,
California
|
$492K
|
+$443K
|
+3,000
|
New
|
|
|
44
|
Wintrust Investments
Chicago,
Illinois
|
$479K
|
-$709K
|
-4,800
|
-30%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$468K
|
-$13K
|
-88
|
-3%
|
|
|
46
|
Biltmore Family Office
Charlotte,
North Carolina
|
$444K
|
–
|
–
|
–
|
|
|
47
|
|
$430K
|
-$1.02M
|
-6,894
|
-72%
|
|
|
48
|
Prospera Financial Services
Dallas,
Texas
|
$430K
|
+$387K
|
+2,617
|
New
|
|
|
49
|
GSA Capital Partners
London,
United Kingdom
|
$410K
|
-$64.1K
|
-434
|
-15%
|
|
|
50
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$404K
|
+$364K
|
+2,461
|
New
|
|
