|
51
|
Sunpointe
St. Louis,
Missouri
|
US$ 171 mil
|
–
|
–
|
–
|
|
|
52
|
Kingswood Wealth Advisors
San Diego,
California
|
US$ 165 mil
|
–
|
–
|
–
|
|
|
53
|
Advisory Solutions Group
Plymouth,
Minnesota
|
US$ 158 mil
|
+US$ 158 mil
|
+16.340
|
Nova
|
|
|
54
|
MAI Capital Management
Independence,
Ohio
|
US$ 151 mil
|
+US$ 125 mil
|
+12.945
|
+479%
|
|
|
55
|
NWF Advisory Services
Los Angeles,
California
|
US$ 150 mil
|
–
|
–
|
–
|
|
|
56
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
US$ 146 mil
|
–
|
–
|
–
|
|
|
57
|
|
US$ 135 mil
|
+US$ 135 mil
|
+13.983
|
Nova
|
|
|
58
|
XTX Topco
George Town,
Cayman Islands
|
US$ 131 mil
|
+US$ 132 mil
|
+13.606
|
Nova
|
|
|
59
|
Concurrent Investment Advisors
Tampa,
Florida
|
US$ 124 mil
|
+US$ 6,29 mil
|
+650
|
+5%
|
|
|
60
|
Helium Advisors
Everett,
Washington
|
US$ 123 mil
|
+US$ 3,22 mil
|
+333
|
+3%
|
|
|
61
|
Advisory Advocates
Grand Rapids,
Michigan
|
US$ 122 mil
|
–
|
–
|
–
|
|
|
62
|
Alteri Wealth
Westlake Village,
California
|
US$ 100 mil
|
–
|
–
|
–
|
|
|
63
|
Global Retirement Partners
San Rafael,
California
|
US$ 88,7 mil
|
+US$ 88,8 mil
|
+9.182
|
Nova
|
|
|
64
|
Cullen/Frost Bankers
San Antonio,
Texas
|
US$ 77,3 mil
|
–
|
–
|
–
|
|
|
65
|
Custom Index Systems
New York
|
US$ 45,2 mil
|
+US$ 45,3 mil
|
+4.679
|
Nova
|
|
|
66
|
NBC Securities
Birmingham,
Alabama
|
US$ 38,7 mil
|
–
|
–
|
–
|
|
|
67
|
CoreCap Advisors
Southfield,
Michigan
|
US$ 33,2 mil
|
+US$ 16,4 mil
|
+1.700
|
+98%
|
|
|
68
|
Clearstead Advisors
Cleveland,
Ohio
|
US$ 27,8 mil
|
+US$ 27,8 mil
|
+2.875
|
Nova
|
|
|
69
|
CX Institutional
Auburn,
Indiana
|
US$ 26 mil
|
-US$ 205 mil
|
-21.175
|
-89%
|
|
|
70
|
Steward Partners Investment Advisory
New York
|
US$ 24 mil
|
–
|
–
|
–
|
|
|
71
|
Axiom Investment Management
New York
|
US$ 21,3 mil
|
–
|
–
|
–
|
|
|
72
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
US$ 18,3 mil
|
–
|
–
|
–
|
|
|
73
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
US$ 13,4 mil
|
–
|
–
|
–
|
|
|
74
|
Whittier Trust
South Pasadena,
California
|
US$ 13 mil
|
–
|
–
|
–
|
|
|
75
|
IFP Advisors
Tampa,
Florida
|
US$ 11,6 mil
|
–
|
–
|
–
|
|
