|
26
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$62.4M
|
+$3.4M
|
+36,897
|
+5%
|
|
|
27
|
Beacon Pointe Advisors
Newport Beach,
California
|
$62M
|
+$12.4M
|
+134,738
|
+23%
|
|
|
28
|
JB Capital
Wethersfield,
Connecticut
|
$56.7M
|
-$12.1M
|
-131,137
|
-17%
|
|
|
29
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$48.6M
|
+$177K
|
+1,919
|
+0.3%
|
|
|
30
|
WealthSource Partners
San Luis Obispo,
California
|
$46M
|
-$10.9M
|
-118,750
|
-18%
|
|
|
31
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$44.5M
|
-$17M
|
-184,531
|
-26%
|
|
|
32
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$43.9M
|
+$26.9M
|
+292,129
|
+135%
|
|
|
33
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$43.1M
|
+$1.82M
|
+19,758
|
+4%
|
|
|
34
|
NewEdge Advisors
New Orleans,
Louisiana
|
$38.9M
|
-$5.9M
|
-63,959
|
-12%
|
|
|
35
|
Stifel Financial
St. Louis,
Missouri
|
$38.5M
|
-$1.68M
|
-18,263
|
-4%
|
|
|
36
|
McMorgan & Co
San Francisco,
California
|
$35.5M
|
+$819K
|
+8,880
|
+2%
|
|
|
37
|
Cetera Advisor Networks
El Segundo,
California
|
$35.2M
|
-$1.25M
|
-13,585
|
-3%
|
|
|
38
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$34.5M
|
+$601K
|
+6,520
|
+2%
|
|
|
39
|
|
$33.5M
|
+$25.6M
|
+277,690
|
+250%
|
|
|
40
|
FAS Wealth Partners
Leawood,
Kansas
|
$33.5M
|
+$1.73M
|
+18,778
|
+5%
|
|
|
41
|
Baker Avenue Asset Management
San Francisco,
California
|
$33.3M
|
+$1.84M
|
+19,972
|
+5%
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$33.3M
|
-$3.24M
|
-35,134
|
-8%
|
|
|
43
|
|
$32.8M
|
+$1.43M
|
+15,560
|
+4%
|
|
|
44
|
Austin Private Wealth
Austin,
Texas
|
$31.4M
|
-$2.49M
|
-27,030
|
-7%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$30.9M
|
-$1.42M
|
-15,406
|
-4%
|
|
|
46
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$30.4M
|
-$5.9M
|
-63,963
|
-15%
|
|
|
47
|
Atria Wealth Solutions
New York
|
$29.4M
|
-$4.68M
|
-50,744
|
-13%
|
|
|
48
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$28.8M
|
+$1.05M
|
+11,425
|
+4%
|
|
|
49
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$28.4M
|
+$2.45M
|
+26,544
|
+9%
|
|
|
50
|
Avantax Advisory Services
Dallas,
Texas
|
$28.1M
|
+$11.6M
|
+125,936
|
+63%
|
|
