|
26
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$74.8M
|
+$3.24M
|
+30,685
|
+5%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$74.4M
|
+$99.4K
|
+942
|
+0.1%
|
|
|
28
|
M&T Bank
Buffalo,
New York
|
$69.3M
|
-$3.94M
|
-37,309
|
-6%
|
|
|
29
|
Focus Partners Wealth
Boston,
Massachusetts
|
$68.2M
|
+$11M
|
+104,203
|
+21%
|
|
|
30
|
Raymond James Financial
St Petersburg,
Florida
|
$68.2M
|
+$3.91M
|
+37,070
|
+6%
|
|
|
31
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$66.9M
|
+$6.9M
|
+65,382
|
+12%
|
|
|
32
|
Merit Financial Group
Alpharetta,
Georgia
|
$62M
|
+$11.1M
|
+104,980
|
+23%
|
|
|
33
|
NewEdge Advisors
New Orleans,
Louisiana
|
$61.4M
|
+$453K
|
+4,295
|
+0.8%
|
|
|
34
|
|
$55.8M
|
+$2.38M
|
+22,582
|
+5%
|
|
|
35
|
JB Capital
Wethersfield,
Connecticut
|
$55.3M
|
+$814K
|
+7,716
|
+2%
|
|
|
36
|
Kestra Investment Management
Austin,
Texas
|
$55.3M
|
+$12.9M
|
+122,625
|
+29%
|
|
|
37
|
Beacon Pointe Advisors
Newport Beach,
California
|
$54.9M
|
+$2.39M
|
+22,670
|
+5%
|
|
|
38
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$51.7M
|
+$479K
|
+4,537
|
+1%
|
|
|
39
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$51.3M
|
-$6.02M
|
-57,060
|
-11%
|
|
|
40
|
SoFi Wealth
San Francisco,
California
|
$50.6M
|
+$2.69M
|
+25,497
|
+6%
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$50M
|
+$7.75M
|
+73,438
|
+20%
|
|
|
42
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$49.9M
|
+$1.93M
|
+18,261
|
+4%
|
|
|
43
|
Baker Avenue Asset Management
San Francisco,
California
|
$49.4M
|
+$373K
|
+3,535
|
+0.8%
|
|
|
44
|
FAS Wealth Partners
Leawood,
Kansas
|
$48.5M
|
+$2.35M
|
+22,283
|
+5%
|
|
|
45
|
Mariner
Overland Park,
Kansas
|
$45.2M
|
-$761K
|
-7,214
|
-2%
|
|
|
46
|
United Capital Financial Advisors
Irving,
Texas
|
$45.1M
|
-$1.36M
|
-12,846
|
-3%
|
|
|
47
|
Stifel Financial
St. Louis,
Missouri
|
$44M
|
-$440K
|
-4,169
|
-1%
|
|
|
48
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$42.5M
|
+$22.5M
|
+213,563
|
+129%
|
|
|
49
|
Avantax Advisory Services
Dallas,
Texas
|
$41.9M
|
+$937K
|
+8,881
|
+2%
|
|
|
50
|
|
$40.5M
|
-$9.91M
|
-93,978
|
-21%
|
|
