|
51
|
Atria Wealth Solutions
New York
|
$28.7M
|
-$474K
|
-19,681
|
-2%
|
|
|
52
|
Stifel Financial
St. Louis,
Missouri
|
$26.5M
|
-$5.02M
|
-208,660
|
-16%
|
|
|
53
|
Kestra Advisory Services
Austin,
Texas
|
$26M
|
+$2.14M
|
+88,833
|
+9%
|
|
|
54
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$25.4M
|
-$3.75M
|
-155,942
|
-13%
|
|
|
55
|
Sequoia Financial Advisors
Akron,
Ohio
|
$24.6M
|
-$43.5K
|
-1,808
|
-0.2%
|
|
|
56
|
Atria Investments
Charlotte,
North Carolina
|
$24.5M
|
+$887K
|
+36,865
|
+4%
|
|
|
57
|
Bailard
Foster City,
California
|
$23.7M
|
+$3.09M
|
+128,270
|
+15%
|
|
|
58
|
SteelPeak Wealth
Woodland Hills,
California
|
$23.5M
|
-$552K
|
-22,950
|
-2%
|
|
|
59
|
Geneos Wealth Management
Englewood,
Colorado
|
$23.4M
|
+$16.1K
|
+668
|
+0.1%
|
|
|
60
|
Cerity Partners OCIO
New York
|
$23.3M
|
+$23.4M
|
+974,378
|
New
|
|
|
61
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$22.8M
|
+$1.96M
|
+81,440
|
+9%
|
|
|
62
|
MA Private Wealth
San Carlos,
California
|
$22.6M
|
-$6.92M
|
-287,722
|
-23%
|
|
|
63
|
Wealthspire Advisors (New York)
New York
|
$22.4M
|
-$8.3M
|
-345,034
|
-27%
|
|
|
64
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$20.3M
|
+$5.64M
|
+234,591
|
+38%
|
|
|
65
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$19.9M
|
+$472K
|
+19,625
|
+2%
|
|
|
66
|
High Falls Advisors
Rochester,
New York
|
$19.8M
|
-$1.51M
|
-62,837
|
-7%
|
|
|
67
|
Comerica Securities
Detroit,
Michigan
|
$19.2M
|
-$351K
|
-14,592
|
-2%
|
|
|
68
|
Stokes Family Office
New Orleans,
Louisiana
|
$19.1M
|
+$1.15M
|
+47,596
|
+6%
|
|
|
69
|
Prudent Investors Network
Lake Forest,
California
|
$18.8M
|
-$3.3M
|
-137,175
|
-15%
|
|
|
70
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$18M
|
+$44.2K
|
+1,836
|
+0.2%
|
|
|
71
|
Trilogy Capital
Irvine,
California
|
$17.7M
|
+$17.8M
|
+739,653
|
New
|
|
|
72
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$17.6M
|
+$1.52M
|
+63,099
|
+9%
|
|
|
73
|
Access Financial Services
Minneapolis,
Minnesota
|
$17.2M
|
+$1.55M
|
+64,416
|
+10%
|
|
|
74
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$16.8M
|
+$7.04M
|
+292,642
|
+71%
|
|
|
75
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$16.5M
|
-$645K
|
-26,809
|
-4%
|
|
