|
26
|
Truist Financial
Charlotte,
North Carolina
|
$62M
|
+$4.73M
|
+83,163
|
+8%
|
|
|
27
|
Focus Partners Wealth
Boston,
Massachusetts
|
$61M
|
+$1.08M
|
+18,957
|
+2%
|
|
|
28
|
Requisite Capital Management
Dallas,
Texas
|
$57.6M
|
-$10.9M
|
-191,492
|
-15%
|
|
|
29
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$56M
|
-$3.02M
|
-53,006
|
-5%
|
|
|
30
|
Atria Wealth Solutions
New York
|
$55.1M
|
+$3.39M
|
+59,520
|
+6%
|
|
|
31
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$51.1M
|
+$92.2K
|
+1,620
|
+0.2%
|
|
|
32
|
Steward Partners Investment Advisory
New York
|
$50.7M
|
-$4.44M
|
-78,058
|
-8%
|
|
|
33
|
Axxcess Wealth Management
Carlsbad,
California
|
$49.4M
|
+$42.2K
|
+741
|
+0.1%
|
|
|
34
|
Modern Wealth Management
Lenexa,
Kansas
|
$49.3M
|
+$180K
|
+3,154
|
+0.4%
|
|
|
35
|
|
$47.8M
|
+$5.29M
|
+92,954
|
+12%
|
|
|
36
|
SFMG Wealth Advisors
Plano,
Texas
|
$47.4M
|
+$786K
|
+13,800
|
+2%
|
|
|
37
|
Private Advisor Group
Morristown,
New Jersey
|
$46.5M
|
+$1.47M
|
+25,877
|
+3%
|
|
|
38
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$45M
|
+$229K
|
+4,022
|
+0.5%
|
|
|
39
|
Equitable Holdings
New York
|
$44.2M
|
-$1.16M
|
-20,335
|
-2%
|
|
|
40
|
Provident Wealth Management
Brentwood,
Tennessee
|
$44.1M
|
+$2.12M
|
+37,316
|
+5%
|
|
|
41
|
Northeast Financial Consultants
Westport,
Connecticut
|
$42.8M
|
-$1.91M
|
-33,620
|
-4%
|
|
|
42
|
Evensky & Katz
Coral Gables,
Florida
|
$42.2M
|
+$1.26M
|
+22,077
|
+3%
|
|
|
43
|
Rockefeller Capital Management
New York
|
$39.2M
|
-$1.13M
|
-19,918
|
-3%
|
|
|
44
|
AlphaCore Capital
La Jolla,
California
|
$37.7M
|
+$39.2M
|
+688,183
|
New
|
|
|
45
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$36.6M
|
-$1.16M
|
-20,365
|
-3%
|
|
|
46
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$36.2M
|
-$15M
|
-263,506
|
-28%
|
|
|
47
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$36.2M
|
-$15M
|
-263,506
|
-28%
|
|
|
48
|
Kestra Private Wealth Services
Austin,
Texas
|
$35.9M
|
+$1.74M
|
+30,580
|
+5%
|
|
|
49
|
Oppenheimer & Co
New York
|
$34.9M
|
+$896K
|
+15,748
|
+3%
|
|
|
50
|
SCS Capital Management
Boston,
Massachusetts
|
$31.8M
|
+$33.1M
|
+581,282
|
New
|
|
