|
51
|
Atria Wealth Solutions
New York
|
$42.3M
|
+$6.83M
|
+67,247
|
+18%
|
|
|
52
|
Baker Avenue Asset Management
San Francisco,
California
|
$42M
|
+$184K
|
+1,806
|
+0.4%
|
|
|
53
|
Eastern Bank
Boston,
Massachusetts
|
$41.4M
|
+$700K
|
+6,892
|
+2%
|
|
|
54
|
FAS Wealth Partners
Leawood,
Kansas
|
$39.6M
|
+$1.3M
|
+12,756
|
+3%
|
|
|
55
|
Natixis Advisors
Boston,
Massachusetts
|
$39.1M
|
+$23.2M
|
+228,476
|
+131%
|
|
|
56
|
Kestra Advisory Services
Austin,
Texas
|
$38.3M
|
+$2.41M
|
+23,745
|
+6%
|
|
|
57
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$34.9M
|
+$6.59M
|
+64,853
|
+22%
|
|
|
58
|
CreativeOne Wealth
Overland Park,
Kansas
|
$34.6M
|
+$8.01M
|
+78,839
|
+28%
|
|
|
59
|
Atria Investments
Charlotte,
North Carolina
|
$34.3M
|
+$3.53M
|
+34,702
|
+11%
|
|
|
60
|
Cary Street Partners
Richmond,
Virginia
|
$34M
|
+$35.6M
|
+350,669
|
New
|
|
|
61
|
HTLF Bank
Denver,
Colorado
|
$33.6M
|
-$61.8K
|
-608
|
-0.2%
|
|
|
62
|
|
$32.9M
|
-$6.92M
|
-68,095
|
-17%
|
|
|
63
|
Icon Wealth Advisors
Houston,
Texas
|
$32.3M
|
+$4.35M
|
+42,854
|
+15%
|
|
|
64
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$31M
|
+$472K
|
+4,645
|
+1%
|
|
|
65
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$30.2M
|
+$1.18M
|
+11,579
|
+4%
|
|
|
66
|
BOK Financial
Tulsa,
Oklahoma
|
$28.5M
|
+$77.2K
|
+760
|
+0.3%
|
|
|
67
|
Corient Private Wealth
Miami,
Florida
|
$25.9M
|
-$724K
|
-7,121
|
-3%
|
|
|
68
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$25.8M
|
+$3.04M
|
+29,867
|
+13%
|
|
|
69
|
NBT Bank
Norwich,
New York
|
$25.7M
|
+$293K
|
+2,885
|
+1%
|
|
|
70
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$25.6M
|
-$17M
|
-167,692
|
-39%
|
|
|
71
|
Merit Financial Group
Alpharetta,
Georgia
|
$25.1M
|
+$18.6M
|
+182,715
|
+237%
|
|
|
72
|
EP Wealth Advisors
Torrance,
California
|
$24.4M
|
-$12.7M
|
-124,682
|
-33%
|
|
|
73
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24.4M
|
-$197K
|
-1,938
|
-0.8%
|
|
|
74
|
Covenant Partners
Nashville,
Tennessee
|
$24.4M
|
+$2.11M
|
+20,772
|
+9%
|
|
|
75
|
Mercer Global Advisors
Denver,
Colorado
|
$23.2M
|
-$204K
|
-2,006
|
-0.8%
|
|
