|
26
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$66.8M
|
+$9.62M
|
+101,172
|
+17%
|
|
|
27
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$65.5M
|
+$5.88M
|
+61,771
|
+10%
|
|
|
28
|
WealthSource Partners
San Luis Obispo,
California
|
$62.1M
|
-$910K
|
-9,570
|
-1%
|
|
|
29
|
Beacon Pointe Advisors
Newport Beach,
California
|
$55.7M
|
+$3.78M
|
+39,686
|
+7%
|
|
|
30
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$53.6M
|
+$851K
|
+8,945
|
+2%
|
|
|
31
|
NewEdge Advisors
New Orleans,
Louisiana
|
$49.1M
|
+$3.6M
|
+37,854
|
+8%
|
|
|
32
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$45.8M
|
+$12.9M
|
+135,420
|
+39%
|
|
|
33
|
Stifel Financial
St. Louis,
Missouri
|
$44.3M
|
+$1.38M
|
+14,548
|
+3%
|
|
|
34
|
Cetera Advisor Networks
El Segundo,
California
|
$40.2M
|
+$1.56M
|
+16,425
|
+4%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$40.1M
|
+$884K
|
+9,295
|
+2%
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$40.1M
|
-$4.33M
|
-45,519
|
-10%
|
|
|
37
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$39.7M
|
-$367K
|
-3,857
|
-0.9%
|
|
|
38
|
McMorgan & Co
San Francisco,
California
|
$38.5M
|
+$7.16M
|
+75,248
|
+23%
|
|
|
39
|
CreativeOne Wealth
Overland Park,
Kansas
|
$38.3M
|
+$1.89M
|
+19,880
|
+5%
|
|
|
40
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$37.5M
|
+$862K
|
+9,060
|
+2%
|
|
|
41
|
Atria Wealth Solutions
New York
|
$37.3M
|
+$563K
|
+5,923
|
+2%
|
|
|
42
|
Austin Private Wealth
Austin,
Texas
|
$37.3M
|
+$3.15M
|
+33,107
|
+9%
|
|
|
43
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$35.7M
|
-$30.3K
|
-319
|
-0.1%
|
|
|
44
|
FAS Wealth Partners
Leawood,
Kansas
|
$35.2M
|
+$1.51M
|
+15,873
|
+4%
|
|
|
45
|
Baker Avenue Asset Management
San Francisco,
California
|
$34.9M
|
+$192K
|
+2,022
|
+0.6%
|
|
|
46
|
|
$34.8M
|
+$1.49M
|
+15,692
|
+4%
|
|
|
47
|
Prudential Financial
Newark,
New Jersey
|
$33.6M
|
+$736K
|
+7,738
|
+2%
|
|
|
48
|
Icon Wealth Partners
Houston,
Texas
|
$32.3M
|
+$4.28M
|
+44,981
|
+15%
|
|
|
49
|
Atria Investments
Charlotte,
North Carolina
|
$32.2M
|
+$1.81M
|
+18,982
|
+6%
|
|
|
50
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$30.8M
|
-$810K
|
-8,519
|
-3%
|
|
