|
26
|
SoFi Wealth
San Francisco,
California
|
$60.2M
|
+$3.06M
|
+26,671
|
+5%
|
|
|
27
|
AE Wealth Management
Topeka,
Kansas
|
$59.2M
|
+$527K
|
+4,596
|
+0.9%
|
|
|
28
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$55.3M
|
+$1.92M
|
+16,765
|
+4%
|
|
|
29
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$54.5M
|
+$3.56M
|
+31,025
|
+7%
|
|
|
30
|
FAS Wealth Partners
Leawood,
Kansas
|
$52.1M
|
+$1.27M
|
+11,049
|
+2%
|
|
|
31
|
Baker Avenue Asset Management
San Francisco,
California
|
$51.4M
|
+$532K
|
+4,644
|
+1%
|
|
|
32
|
Cary Street Partners
Richmond,
Virginia
|
$51.3M
|
+$15.1M
|
+131,783
|
+41%
|
|
|
33
|
Beacon Pointe Advisors
Newport Beach,
California
|
$49.9M
|
+$3.11M
|
+27,128
|
+7%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49.9M
|
-$1.74M
|
-15,134
|
-3%
|
|
|
35
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$49.5M
|
-$15.6M
|
-136,380
|
-24%
|
|
|
36
|
|
$48.8M
|
-$9.02M
|
-78,642
|
-16%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$46.5M
|
-$4.23M
|
-36,916
|
-8%
|
|
|
38
|
MML Investors Services
Springfield,
Massachusetts
|
$44.5M
|
-$7.23M
|
-63,034
|
-14%
|
|
|
39
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$41.1M
|
+$29.4M
|
+256,770
|
+247%
|
|
|
40
|
Mariner
Overland Park,
Kansas
|
$39.7M
|
-$2.64M
|
-23,036
|
-6%
|
|
|
41
|
Natixis Advisors
Boston,
Massachusetts
|
$39.7M
|
+$4.87M
|
+42,511
|
+14%
|
|
|
42
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$38.2M
|
+$38.5M
|
+335,392
|
+16,769,600%
|
|
|
43
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$37M
|
+$2.13M
|
+18,559
|
+6%
|
|
|
44
|
BOK Financial
Tulsa,
Oklahoma
|
$36.1M
|
+$1.88M
|
+16,420
|
+5%
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.9M
|
-$13.6M
|
-118,866
|
-29%
|
|
|
46
|
UMB Bank
Kansas City,
Missouri
|
$33M
|
+$32.9M
|
+286,813
|
+10,060%
|
|
|
47
|
NBT Bank
Norwich,
New York
|
$32.4M
|
+$576K
|
+5,021
|
+2%
|
|
|
48
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$30.6M
|
+$618K
|
+5,394
|
+2%
|
|
|
49
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$30.1M
|
+$1.4M
|
+12,205
|
+5%
|
|
|
50
|
Choreo LLC
Rockford,
Illinois
|
$28.5M
|
+$1.23M
|
+10,718
|
+5%
|
|
