|
51
|
Atria Wealth Solutions
New York
|
$52.2M
|
-$56.5M
|
-617,230
|
-52%
|
|
|
52
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$51.1M
|
+$3.62M
|
+39,506
|
+8%
|
|
|
53
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$50M
|
+$27.1M
|
+296,354
|
+119%
|
|
|
54
|
Centaurus Financial
Anaheim,
California
|
$48.8M
|
-$1.17M
|
-12,774
|
-2%
|
|
|
55
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$48.8M
|
-$1.83M
|
-19,927
|
-4%
|
|
|
56
|
Freedom Investment Management
Hartford,
Connecticut
|
$48.2M
|
-$3.23M
|
-35,219
|
-6%
|
|
|
57
|
Capitolis Liquid Global Markets
New York
|
$48.1M
|
+$48M
|
+524,000
|
New
|
|
|
58
|
One Capital Management
Westlake Village,
California
|
$47M
|
+$10.5M
|
+114,659
|
+29%
|
|
|
59
|
Brookstone Capital Management
Wheaton,
Illinois
|
$46.5M
|
+$405K
|
+4,424
|
+0.9%
|
|
|
60
|
AssetMark Inc
Concord,
California
|
$45M
|
+$12.9M
|
+140,794
|
+40%
|
|
|
61
|
HSBC Holdings
London,
United Kingdom
|
$44.4M
|
–
|
–
|
–
|
|
|
62
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$43.8M
|
-$41.2M
|
-449,903
|
-49%
|
|
|
63
|
EP Wealth Advisors
Torrance,
California
|
$43.6M
|
+$415K
|
+4,530
|
+1%
|
|
|
64
|
Acorns Advisers
Irvine,
California
|
$43.1M
|
+$358K
|
+3,908
|
+0.8%
|
|
|
65
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$43.1M
|
-$11.3M
|
-123,009
|
-21%
|
|
|
66
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$42.9M
|
+$41.8M
|
+455,992
|
+4,054%
|
|
|
67
|
Impact Partnership Wealth
Marietta,
Georgia
|
$42.4M
|
-$8.96M
|
-97,788
|
-17%
|
|
|
68
|
Synergy Asset Management
Vancouver,
Washington
|
$41.8M
|
+$36.3M
|
+395,855
|
+663%
|
|
|
69
|
Global Retirement Partners
San Rafael,
California
|
$41.5M
|
-$4.05M
|
-44,161
|
-9%
|
|
|
70
|
49 Wealth Management
Austin,
Texas
|
$41.1M
|
+$32.6M
|
+356,202
|
+383%
|
|
|
71
|
Jordan Park Group
San Francisco,
California
|
$40.7M
|
+$33.6M
|
+366,530
|
+474%
|
|
|
72
|
Napa Wealth Management
Napa,
California
|
$40.1M
|
+$21M
|
+228,882
|
+110%
|
|
|
73
|
|
$38.6M
|
+$10.2M
|
+111,862
|
+36%
|
|
|
74
|
GeoWealth Management
Chicago,
Illinois
|
$37.9M
|
+$6.62M
|
+72,258
|
+21%
|
|
|
75
|
Fortis Group Advisors
Westwood,
New Jersey
|
$36.8M
|
-$51.1M
|
-558,201
|
-58%
|
|
