|
51
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$77.8M
|
-$70.1M
|
-905,027
|
-47%
|
|
|
52
|
SoFi Wealth
San Francisco,
California
|
$77.4M
|
+$4.17M
|
+53,810
|
+6%
|
|
|
53
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$70.9M
|
-$80.1M
|
-1,033,928
|
-53%
|
|
|
54
|
AE Wealth Management
Topeka,
Kansas
|
$69.4M
|
-$1.83M
|
-23,611
|
-3%
|
|
|
55
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$67.2M
|
-$1.7M
|
-21,895
|
-2%
|
|
|
56
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$65.3M
|
+$30.4M
|
+392,156
|
+85%
|
|
|
57
|
Mercer Global Advisors
Denver,
Colorado
|
$63.8M
|
+$20.8M
|
+268,778
|
+48%
|
|
|
58
|
Brave Asset Management
Summit,
New Jersey
|
$62.8M
|
+$6.41M
|
+82,770
|
+11%
|
|
|
59
|
Cary Street Partners
Richmond,
Virginia
|
$60.9M
|
+$6.43M
|
+83,018
|
+11%
|
|
|
60
|
Citadel Advisors
Miami,
Florida
|
$59.3M
|
+$35.3M
|
+455,845
|
+143%
|
|
|
61
|
Stifel Financial
St. Louis,
Missouri
|
$58.9M
|
-$39.3M
|
-507,894
|
-40%
|
|
|
62
|
Pathstone Holdings
Englewood,
New Jersey
|
$56.3M
|
-$10.4M
|
-134,358
|
-15%
|
|
|
63
|
|
$56M
|
-$24M
|
-310,360
|
-30%
|
|
|
64
|
JB Capital
Wethersfield,
Connecticut
|
$52.9M
|
-$71.1M
|
-918,578
|
-57%
|
|
|
65
|
Allspring Global Investments
Charlotte,
North Carolina
|
$48.8M
|
+$20M
|
+258,182
|
+68%
|
|
|
66
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$47.9M
|
+$3.62M
|
+46,784
|
+8%
|
|
|
67
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$47.2M
|
+$18M
|
+232,957
|
+61%
|
|
|
68
|
1607 Capital Partners
Richmond,
Virginia
|
$45.5M
|
+$24.4M
|
+314,884
|
+113%
|
|
|
69
|
First American Trust
Santa Ana,
California
|
$44.1M
|
-$883K
|
-11,408
|
-2%
|
|
|
70
|
Kestra Advisory Services
Austin,
Texas
|
$43.4M
|
+$2.9M
|
+37,458
|
+7%
|
|
|
71
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$42.2M
|
-$20.5M
|
-265,374
|
-32%
|
|
|
72
|
Franklin Resources
San Mateo,
California
|
$41.6M
|
+$5.38M
|
+69,421
|
+15%
|
|
|
73
|
|
$40.6M
|
-$1.71M
|
-22,046
|
-4%
|
|
|
74
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$40.6M
|
+$1.97M
|
+25,392
|
+5%
|
|
|
75
|
Waller Financial Planning Group
Columbus,
Ohio
|
$39.8M
|
+$667K
|
+8,618
|
+2%
|
|
