|
26
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$62.3M
|
+$7.89M
|
+142,109
|
+14%
|
|
|
27
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$61.9M
|
+$61.9M
|
+1,114,829
|
New
|
|
|
28
|
Axxcess Wealth Management
Carlsbad,
California
|
$59.5M
|
+$1.98M
|
+35,688
|
+3%
|
|
|
29
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$55.9M
|
+$2.36M
|
+42,499
|
+4%
|
|
|
30
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$55.9M
|
+$2.36M
|
+42,499
|
+4%
|
|
|
31
|
Focus Partners Wealth
Boston,
Massachusetts
|
$53.7M
|
+$6.64M
|
+119,569
|
+14%
|
|
|
32
|
Rockefeller Capital Management
New York
|
$52.9M
|
-$3.32M
|
-59,888
|
-6%
|
|
|
33
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$52.5M
|
+$804K
|
+14,488
|
+2%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$49.2M
|
+$30.1M
|
+541,800
|
+150%
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$49.1M
|
+$4.98M
|
+89,815
|
+11%
|
|
|
36
|
Mariner
Overland Park,
Kansas
|
$48.5M
|
+$697K
|
+12,559
|
+1%
|
|
|
37
|
Equitable Holdings
New York
|
$47.7M
|
+$1.6M
|
+28,816
|
+3%
|
|
|
38
|
Private Advisor Group
Morristown,
New Jersey
|
$47.3M
|
+$2.9M
|
+52,182
|
+6%
|
|
|
39
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$46.8M
|
-$10.9M
|
-196,815
|
-18%
|
|
|
40
|
Atria Wealth Solutions
New York
|
$46.3M
|
+$6.1M
|
+109,858
|
+15%
|
|
|
41
|
SFMG Wealth Advisors
Plano,
Texas
|
$45.5M
|
+$486K
|
+8,752
|
+1%
|
|
|
42
|
Northeast Financial Consultants
Westport,
Connecticut
|
$45.2M
|
+$434K
|
+7,817
|
+1%
|
|
|
43
|
Intelligence Driven Advisers
Carlsbad,
California
|
$45.2M
|
-$2.42M
|
-43,665
|
-5%
|
|
|
44
|
RVW Wealth
Los Angeles,
California
|
$43.2M
|
+$1.62M
|
+29,118
|
+4%
|
|
|
45
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$41.2M
|
+$267K
|
+4,810
|
+0.6%
|
|
|
46
|
Corient Private Wealth
Miami,
Florida
|
$39.4M
|
+$1.57M
|
+28,364
|
+4%
|
|
|
47
|
Evensky & Katz
Coral Gables,
Florida
|
$39M
|
+$905K
|
+16,311
|
+2%
|
|
|
48
|
|
$38.9M
|
+$5.22M
|
+94,035
|
+15%
|
|
|
49
|
Oppenheimer & Co
New York
|
$38.8M
|
+$2.22M
|
+39,973
|
+6%
|
|
|
50
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$38M
|
+$9.57M
|
+172,513
|
+33%
|
|
