|
51
|
Osaic Holdings
Scottsdale,
Arizona
|
$68.5M
|
+$22.9M
|
+374,744
|
+53%
|
|
|
52
|
AE Wealth Management
Topeka,
Kansas
|
$68.1M
|
+$971K
|
+15,863
|
+2%
|
|
|
53
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$67.7M
|
+$3.25M
|
+53,088
|
+5%
|
|
|
54
|
Austin Private Wealth
Austin,
Texas
|
$67.7M
|
+$24M
|
+392,011
|
+58%
|
|
|
55
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$66.5M
|
+$64.1M
|
+1,048,145
|
New
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$63M
|
+$17.9M
|
+291,860
|
+42%
|
|
|
57
|
SoFi Wealth
San Francisco,
California
|
$62M
|
+$3.19M
|
+52,055
|
+6%
|
|
|
58
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$58.5M
|
+$14.2M
|
+232,275
|
+34%
|
|
|
59
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$57.4M
|
+$316K
|
+5,162
|
+0.6%
|
|
|
60
|
Beacon Pointe Advisors
Newport Beach,
California
|
$54.5M
|
-$697K
|
-11,394
|
-1%
|
|
|
61
|
Atria Investments
Charlotte,
North Carolina
|
$53.9M
|
+$18.4M
|
+301,508
|
+55%
|
|
|
62
|
Mariner
Overland Park,
Kansas
|
$50.6M
|
+$7.95M
|
+129,948
|
+19%
|
|
|
63
|
First American Trust
Santa Ana,
California
|
$48.2M
|
+$15.3M
|
+249,918
|
+49%
|
|
|
64
|
Icon Wealth Advisors
Houston,
Texas
|
$46.5M
|
+$13.6M
|
+222,987
|
+44%
|
|
|
65
|
Brave Asset Management
Summit,
New Jersey
|
$43.2M
|
+$12.7M
|
+207,171
|
+44%
|
|
|
66
|
EP Wealth Advisors
Torrance,
California
|
$40M
|
+$7.62M
|
+124,583
|
+25%
|
|
|
67
|
Natixis Advisors
Boston,
Massachusetts
|
$39.1M
|
-$4.7M
|
-76,736
|
-11%
|
|
|
68
|
Townsend & Associates
Westminster,
Colorado
|
$37.3M
|
-$4.45M
|
-72,699
|
-11%
|
|
|
69
|
CreativeOne Wealth
Overland Park,
Kansas
|
$36.7M
|
+$9.33M
|
+152,533
|
+36%
|
|
|
70
|
Ocean Park Asset Management
Santa Monica,
California
|
$36.7M
|
–
|
–
|
–
|
|
|
71
|
Ascent Group
Virginia Beach,
Virginia
|
$36.6M
|
+$30.3M
|
+495,924
|
+616%
|
|
|
72
|
Prudential Financial
Newark,
New Jersey
|
$35.5M
|
+$18.3M
|
+298,687
|
+115%
|
|
|
73
|
Integrity Alliance
Urbandale,
Iowa
|
$34.8M
|
+$1.91M
|
+31,203
|
+6%
|
|
|
74
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$33.7M
|
+$12M
|
+195,899
|
+58%
|
|
|
75
|
Avantax Advisory Services
Dallas,
Texas
|
$33M
|
+$7.53M
|
+123,143
|
+31%
|
|
