|
51
|
Atria Wealth Solutions
New York
|
$38.8M
|
+$12.2M
|
+119,028
|
+46%
|
|
|
52
|
Kestra Investment Management
Austin,
Texas
|
$38.6M
|
+$38.6M
|
+377,751
|
New
|
|
|
53
|
Raymond James & Associates
St Petersburg,
Florida
|
$36.7M
|
+$1.39M
|
+13,617
|
+4%
|
|
|
54
|
Atria Investments
Charlotte,
North Carolina
|
$35.6M
|
+$13.4M
|
+131,413
|
+61%
|
|
|
55
|
HTLF Bank
Denver,
Colorado
|
$35.4M
|
+$199K
|
+1,943
|
+0.6%
|
|
|
56
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$35.1M
|
+$22.4M
|
+219,384
|
+178%
|
|
|
57
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$34.2M
|
+$6.07M
|
+59,340
|
+22%
|
|
|
58
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$31.8M
|
-$1.28M
|
-12,477
|
-4%
|
|
|
59
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$30.9M
|
+$30.8M
|
+301,715
|
New
|
|
|
60
|
BOK Financial
Tulsa,
Oklahoma
|
$30.5M
|
+$98.2K
|
+961
|
+0.3%
|
|
|
61
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$30.4M
|
+$8.78M
|
+85,916
|
+41%
|
|
|
62
|
Icon Wealth Advisors
Houston,
Texas
|
$29.4M
|
+$6.99M
|
+68,429
|
+32%
|
|
|
63
|
Corient Private Wealth
Miami,
Florida
|
$29M
|
-$1.24M
|
-12,099
|
-4%
|
|
|
64
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$28.7M
|
+$1.09M
|
+10,671
|
+4%
|
|
|
65
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$28.5M
|
+$484K
|
+4,739
|
+2%
|
|
|
66
|
Prudential Financial
Newark,
New Jersey
|
$27.8M
|
+$7.56M
|
+73,982
|
+37%
|
|
|
67
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$27.7M
|
-$489K
|
-4,780
|
-2%
|
|
|
68
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$26M
|
+$5.32M
|
+52,037
|
+26%
|
|
|
69
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.7M
|
-$24.8M
|
-242,522
|
-49%
|
|
|
70
|
NBT Bank
Norwich,
New York
|
$25.5M
|
-$166K
|
-1,620
|
-0.6%
|
|
|
71
|
McMorgan & Co
San Francisco,
California
|
$25.3M
|
-$4.5M
|
-44,050
|
-15%
|
|
|
72
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$25M
|
-$5.26M
|
-51,439
|
-17%
|
|
|
73
|
INVST
Indianapolis,
Indiana
|
$24.8M
|
+$12.1M
|
+118,386
|
+95%
|
|
|
74
|
Covenant Partners
Nashville,
Tennessee
|
$24.5M
|
-$1.86M
|
-18,186
|
-7%
|
|
|
75
|
HighTower Advisors
Chicago,
Illinois
|
$24.1M
|
+$1.44M
|
+14,073
|
+6%
|
|
