|
51
|
Atria Wealth Solutions
New York
|
$29.3M
|
-$30.1M
|
-340,063
|
-51%
|
|
|
52
|
Icon Wealth Partners
Houston,
Texas
|
$29.1M
|
+$28.5M
|
+321,755
|
New
|
|
|
53
|
Stifel Financial
St. Louis,
Missouri
|
$26.6M
|
-$33.2M
|
-375,926
|
-56%
|
|
|
54
|
Choreo LLC
Rockford,
Illinois
|
$26M
|
+$25.5M
|
+287,970
|
New
|
|
|
55
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$25.7M
|
-$451K
|
-5,096
|
-2%
|
|
|
56
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$24.4M
|
–
|
–
|
–
|
|
|
57
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$23.8M
|
-$14.8M
|
-167,275
|
-39%
|
|
|
58
|
Client 1st Advisory Group
Dunedin,
Florida
|
$23.3M
|
-$326K
|
-3,689
|
-1%
|
|
|
59
|
Prudential Financial
Newark,
New Jersey
|
$23.3M
|
-$18.5M
|
-209,491
|
-45%
|
|
|
60
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$23.3M
|
-$22.7M
|
-256,651
|
-50%
|
|
|
61
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$23.2M
|
-$2.3M
|
-26,005
|
-9%
|
|
|
62
|
Brookstone Capital Management
Wheaton,
Illinois
|
$23M
|
-$8.65M
|
-97,864
|
-28%
|
|
|
63
|
EP Wealth Advisors
Torrance,
California
|
$22.7M
|
+$27M
|
+305,082
|
+2,933%
|
|
|
64
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$22.7M
|
–
|
–
|
–
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$22.4M
|
-$325K
|
-3,676
|
-1%
|
|
|
66
|
|
$21.6M
|
+$17.6M
|
+199,001
|
+502%
|
|
|
67
|
One Wealth Advisors
San Francisco,
California
|
$21M
|
-$15.2M
|
-172,233
|
-43%
|
|
|
68
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.9M
|
-$5.28M
|
-59,705
|
-21%
|
|
|
69
|
KeyBank National Association
Cleveland,
Ohio
|
$19.8M
|
+$1.22M
|
+13,800
|
+7%
|
|
|
70
|
Atria Investments
Charlotte,
North Carolina
|
$19.4M
|
-$24.6M
|
-278,752
|
-57%
|
|
|
71
|
Money Design
Tokyo,
Japan
|
$18.8M
|
+$2.32M
|
+26,290
|
+14%
|
|
|
72
|
Truist Financial
Charlotte,
North Carolina
|
$18.5M
|
-$14.3M
|
-161,715
|
-44%
|
|
|
73
|
SEI Investments
Oaks,
Pennsylvania
|
$17.8M
|
+$1.5M
|
+16,926
|
+9%
|
|
|
74
|
MA Private Wealth
San Carlos,
California
|
$17.7M
|
-$2.5M
|
-28,267
|
-13%
|
|
|
75
|
Avantax Advisory Services
Dallas,
Texas
|
$17.6M
|
-$6.45M
|
-72,980
|
-27%
|
|
