|
26
|
Truist Financial
Charlotte,
North Carolina
|
$29.1M
|
-$3.03M
|
-57,953
|
-10%
|
|
|
27
|
WealthSource Partners
San Luis Obispo,
California
|
$29M
|
-$2M
|
-38,170
|
-7%
|
|
|
28
|
Mercer Global Advisors
Denver,
Colorado
|
$28M
|
-$1.54M
|
-29,391
|
-5%
|
|
|
29
|
New York Life Investment Management
New York
|
$28M
|
-$2.59M
|
-49,545
|
-9%
|
|
|
30
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$27.1M
|
+$14.8M
|
+283,385
|
+125%
|
|
|
31
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$26M
|
-$2.29M
|
-43,734
|
-8%
|
|
|
32
|
Securian Asset Management
St Paul,
Minnesota
|
$22.3M
|
+$1.91M
|
+36,560
|
+10%
|
|
|
33
|
Kestra Advisory Services
Austin,
Texas
|
$22.3M
|
+$8.26M
|
+158,000
|
+60%
|
|
|
34
|
AE Wealth Management
Topeka,
Kansas
|
$21.7M
|
+$3.1M
|
+59,217
|
+17%
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.6M
|
+$5.54M
|
+105,957
|
+35%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$19.5M
|
+$3.42M
|
+65,455
|
+22%
|
|
|
37
|
Cetera Advisor Networks
El Segundo,
California
|
$18.8M
|
+$14.3M
|
+272,906
|
+338%
|
|
|
38
|
Mariner
Overland Park,
Kansas
|
$18.6M
|
-$165K
|
-3,155
|
-0.9%
|
|
|
39
|
Stokes Family Office
New Orleans,
Louisiana
|
$17.7M
|
+$4.63M
|
+88,474
|
+36%
|
|
|
40
|
CreativeOne Wealth
Overland Park,
Kansas
|
$17.7M
|
+$948K
|
+18,121
|
+6%
|
|
|
41
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$17.3M
|
+$3.18M
|
+60,843
|
+23%
|
|
|
42
|
Parallel Advisors
San Francisco,
California
|
$17.2M
|
+$1.44M
|
+27,588
|
+9%
|
|
|
43
|
Atria Wealth Solutions
New York
|
$17.2M
|
+$3.07M
|
+58,701
|
+22%
|
|
|
44
|
Brookstone Capital Management
Wheaton,
Illinois
|
$16.5M
|
+$2.2M
|
+42,103
|
+16%
|
|
|
45
|
Avantax Advisory Services
Dallas,
Texas
|
$16.2M
|
+$5.89M
|
+112,617
|
+59%
|
|
|
46
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$15.3M
|
+$9.39M
|
+179,551
|
+166%
|
|
|
47
|
Symmetry Partners
Glastonbury,
Connecticut
|
$15.2M
|
+$986K
|
+18,846
|
+7%
|
|
|
48
|
Atria Investments
Charlotte,
North Carolina
|
$14.7M
|
+$4.11M
|
+78,605
|
+40%
|
|
|
49
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.6M
|
+$988K
|
+18,882
|
+7%
|
|
|
50
|
Brio Consultants
San Francisco,
California
|
$14M
|
+$949K
|
+18,141
|
+7%
|
|
