|
51
|
Mariner
Overland Park,
Kansas
|
$41.1M
|
-$4.05M
|
-39,757
|
-9%
|
|
|
52
|
Stifel Financial
St. Louis,
Missouri
|
$39.7M
|
-$23.1M
|
-226,798
|
-36%
|
|
|
53
|
Osaic Holdings
Scottsdale,
Arizona
|
$37.3M
|
-$21.5M
|
-211,015
|
-36%
|
|
|
54
|
Avantax Advisory Services
Dallas,
Texas
|
$36.5M
|
-$13.9M
|
-136,779
|
-27%
|
|
|
55
|
Cary Street Partners
Richmond,
Virginia
|
$35M
|
-$96.4K
|
-946
|
-0.3%
|
|
|
56
|
Austin Private Wealth
Austin,
Texas
|
$32.4M
|
-$24.8M
|
-243,415
|
-43%
|
|
|
57
|
Kestra Advisory Services
Austin,
Texas
|
$32.1M
|
-$7.64M
|
-74,919
|
-19%
|
|
|
58
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$30.2M
|
-$15.9M
|
-155,983
|
-34%
|
|
|
59
|
BOK Financial
Tulsa,
Oklahoma
|
$29.8M
|
+$344K
|
+3,375
|
+1%
|
|
|
60
|
Truist Financial
Charlotte,
North Carolina
|
$29.7M
|
-$19.1M
|
-187,495
|
-39%
|
|
|
61
|
Natixis Advisors
Boston,
Massachusetts
|
$28.6M
|
-$12M
|
-117,696
|
-29%
|
|
|
62
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$28.1M
|
+$1.75M
|
+17,152
|
+6%
|
|
|
63
|
Integrity Alliance
Urbandale,
Iowa
|
$27.5M
|
+$3.61M
|
+35,448
|
+15%
|
|
|
64
|
NBT Bank
Norwich,
New York
|
$26.5M
|
-$9.79K
|
-96
|
-0%
|
|
|
65
|
Atria Wealth Solutions
New York
|
$26.4M
|
-$17.6M
|
-172,832
|
-40%
|
|
|
66
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$26.4M
|
-$334K
|
-3,279
|
-1%
|
|
|
67
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26M
|
-$10.2M
|
-100,491
|
-28%
|
|
|
68
|
Corient Private Wealth
Miami,
Florida
|
$25.5M
|
-$1.3M
|
-12,751
|
-5%
|
|
|
69
|
Life Line Wealth Management
Beverly Hills,
California
|
$25.1M
|
+$25.6M
|
+251,498
|
New
|
|
|
70
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24.8M
|
-$443K
|
-4,348
|
-2%
|
|
|
71
|
Choreo LLC
Rockford,
Illinois
|
$24.7M
|
+$6.33M
|
+62,049
|
+33%
|
|
|
72
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$24.4M
|
-$6.95M
|
-68,175
|
-22%
|
|
|
73
|
MA Private Wealth
San Carlos,
California
|
$23.9M
|
-$41.3K
|
-405
|
-0.2%
|
|
|
74
|
Mercer Global Advisors
Denver,
Colorado
|
$23.1M
|
-$963K
|
-9,443
|
-4%
|
|
|
75
|
EP Wealth Advisors
Torrance,
California
|
$22.4M
|
-$2.88M
|
-28,253
|
-11%
|
|
