|
51
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$36.7M
|
+$481K
|
+4,092
|
+1%
|
|
|
52
|
Corient Private Wealth
Miami,
Florida
|
$34.4M
|
-$40.4M
|
-343,256
|
-53%
|
|
|
53
|
Kestra Advisory Services
Austin,
Texas
|
$33.8M
|
+$6.66M
|
+56,617
|
+23%
|
|
|
54
|
Icon Wealth Advisors
Houston,
Texas
|
$33.8M
|
+$23.7M
|
+201,557
|
+226%
|
|
|
55
|
NBT Bank
Norwich,
New York
|
$32.5M
|
+$1.19M
|
+10,126
|
+4%
|
|
|
56
|
Atria Investments
Charlotte,
North Carolina
|
$31.9M
|
+$30.2M
|
+256,440
|
+850%
|
|
|
57
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$31.8M
|
+$19.6M
|
+166,280
|
+139%
|
|
|
58
|
UMB Bank
Kansas City,
Missouri
|
$31.4M
|
-$910K
|
-7,741
|
-3%
|
|
|
59
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$31M
|
+$1.23M
|
+10,456
|
+4%
|
|
|
60
|
|
$30.5M
|
-$18.2M
|
-154,384
|
-36%
|
|
|
61
|
Choreo LLC
Rockford,
Illinois
|
$29.9M
|
+$2.33M
|
+19,829
|
+8%
|
|
|
62
|
HighTower Advisors
Chicago,
Illinois
|
$29.8M
|
+$5.01M
|
+42,586
|
+19%
|
|
|
63
|
Merit Financial Group
Alpharetta,
Georgia
|
$28M
|
+$4.69M
|
+39,881
|
+19%
|
|
|
64
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$26.2M
|
+$15.9M
|
+135,299
|
+136%
|
|
|
65
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$25.2M
|
-$2.6M
|
-22,075
|
-9%
|
|
|
66
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$25.2M
|
+$14.8M
|
+126,172
|
+123%
|
|
|
67
|
Cresset Asset Management
Chicago,
Illinois
|
$25.1M
|
+$136K
|
+1,157
|
+0.5%
|
|
|
68
|
Waller Financial Planning Group
Columbus,
Ohio
|
$24M
|
+$1.95M
|
+16,557
|
+8%
|
|
|
69
|
Pathstone Holdings
Englewood,
New Jersey
|
$24M
|
+$7.74M
|
+65,788
|
+44%
|
|
|
70
|
Lido Advisors
Los Angeles,
California
|
$23.5M
|
+$157K
|
+1,338
|
+0.6%
|
|
|
71
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$23.3M
|
-$1.95M
|
-16,602
|
-7%
|
|
|
72
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$21.6M
|
-$441K
|
-3,753
|
-2%
|
|
|
73
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$21.4M
|
+$12.2M
|
+103,646
|
+117%
|
|
|
74
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.1M
|
+$5.4M
|
+45,941
|
+32%
|
|
|
75
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$20.8M
|
-$756K
|
-6,430
|
-3%
|
|
