|
51
|
Avantax Advisory Services
Dallas,
Texas
|
$41.7M
|
+$310K
|
+2,990
|
+0.8%
|
|
|
52
|
EP Wealth Advisors
Torrance,
California
|
$40.6M
|
-$3.56M
|
-34,287
|
-8%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$40.2M
|
-$7.39M
|
-71,260
|
-16%
|
|
|
54
|
Kestra Advisory Services
Austin,
Texas
|
$40M
|
-$8.93M
|
-86,089
|
-19%
|
|
|
55
|
Atria Wealth Solutions
New York
|
$39.8M
|
-$997K
|
-9,613
|
-3%
|
|
|
56
|
Raymond James & Associates
St Petersburg,
Florida
|
$38.1M
|
-$498K
|
-4,799
|
-1%
|
|
|
57
|
HTLF Bank
Denver,
Colorado
|
$37.5M
|
+$200K
|
+1,929
|
+0.6%
|
|
|
58
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$34.9M
|
+$1.33M
|
+12,853
|
+4%
|
|
|
59
|
Atria Investments
Charlotte,
North Carolina
|
$34.3M
|
-$2.97M
|
-28,579
|
-8%
|
|
|
60
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$34M
|
+$3.85M
|
+37,143
|
+13%
|
|
|
61
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$32.3M
|
+$2.04M
|
+19,643
|
+7%
|
|
|
62
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$32.2M
|
-$4.58M
|
-44,168
|
-13%
|
|
|
63
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$31.8M
|
-$176K
|
-1,696
|
-0.6%
|
|
|
64
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.5M
|
+$4.23M
|
+40,811
|
+16%
|
|
|
65
|
Icon Wealth Advisors
Houston,
Texas
|
$31.2M
|
+$570K
|
+5,490
|
+2%
|
|
|
66
|
BOK Financial
Tulsa,
Oklahoma
|
$31M
|
-$419K
|
-4,042
|
-1%
|
|
|
67
|
CreativeOne Wealth
Overland Park,
Kansas
|
$30M
|
+$8.3M
|
+79,979
|
+40%
|
|
|
68
|
Corient Private Wealth
Miami,
Florida
|
$29.6M
|
-$840K
|
-8,101
|
-3%
|
|
|
69
|
NBT Bank
Norwich,
New York
|
$28.2M
|
+$1.29M
|
+12,471
|
+5%
|
|
|
70
|
Prudential Financial
Newark,
New Jersey
|
$28M
|
-$1.19M
|
-11,462
|
-4%
|
|
|
71
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27.4M
|
+$187K
|
+1,805
|
+0.7%
|
|
|
72
|
McMorgan & Co
San Francisco,
California
|
$25.8M
|
-$775K
|
-7,471
|
-3%
|
|
|
73
|
Mercer Global Advisors
Denver,
Colorado
|
$25.8M
|
+$1.04M
|
+9,982
|
+4%
|
|
|
74
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$25.5M
|
+$416K
|
+4,006
|
+2%
|
|
|
75
|
MA Private Wealth
San Carlos,
California
|
$25.3M
|
+$473K
|
+4,556
|
+2%
|
|
