|
51
|
McMorgan & Co
San Francisco,
California
|
$28.7M
|
-$10.3M
|
-115,265
|
-28%
|
|
|
52
|
BOK Financial
Tulsa,
Oklahoma
|
$28.6M
|
+$1.12M
|
+12,519
|
+4%
|
|
|
53
|
Austin Private Wealth
Austin,
Texas
|
$28.5M
|
-$6.29M
|
-70,238
|
-19%
|
|
|
54
|
Kestra Advisory Services
Austin,
Texas
|
$27.8M
|
+$3.23M
|
+35,998
|
+14%
|
|
|
55
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$27M
|
+$1.7M
|
+18,973
|
+7%
|
|
|
56
|
Covenant Partners
Nashville,
Tennessee
|
$26.7M
|
+$695K
|
+7,756
|
+3%
|
|
|
57
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$25.9M
|
+$5.05M
|
+56,304
|
+27%
|
|
|
58
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$25.5M
|
-$413K
|
-4,612
|
-2%
|
|
|
59
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$25.5M
|
+$727K
|
+8,110
|
+3%
|
|
|
60
|
Country Club Bank
Kansas City,
Missouri
|
$24.7M
|
-$996K
|
-11,109
|
-4%
|
|
|
61
|
NBT Bank
Norwich,
New York
|
$24.5M
|
+$931K
|
+10,392
|
+4%
|
|
|
62
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$24.4M
|
-$23.7M
|
-264,283
|
-51%
|
|
|
63
|
Focus Partners Wealth
Boston,
Massachusetts
|
$23.7M
|
+$21.9M
|
+244,541
|
New
|
|
|
64
|
Atria Wealth Solutions
New York
|
$23.3M
|
-$8.94M
|
-99,806
|
-29%
|
|
|
65
|
HighTower Advisors
Chicago,
Illinois
|
$23M
|
+$2.35M
|
+26,226
|
+12%
|
|
|
66
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.1M
|
-$11.7M
|
-130,129
|
-36%
|
|
|
67
|
Flow Traders U.S.
New York
|
$21.7M
|
+$15.7M
|
+175,279
|
+358%
|
|
|
68
|
MA Private Wealth
San Carlos,
California
|
$21.4M
|
-$4.44M
|
-49,519
|
-18%
|
|
|
69
|
Alera Investment Advisors
Deerfield,
Illinois
|
$21.2M
|
+$19.6M
|
+219,037
|
New
|
|
|
70
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$20.9M
|
+$19.3M
|
+215,681
|
New
|
|
|
71
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$19.9M
|
-$287K
|
-3,200
|
-2%
|
|
|
72
|
Icon Wealth Advisors
Houston,
Texas
|
$19.7M
|
+$18.2M
|
+203,218
|
New
|
|
|
73
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.6M
|
-$599K
|
-6,683
|
-3%
|
|
|
74
|
Atria Investments
Charlotte,
North Carolina
|
$19.2M
|
-$9.32M
|
-104,010
|
-34%
|
|
|
75
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$19.2M
|
-$3.8M
|
-42,448
|
-18%
|
|
