|
51
|
Atria Investments
Charlotte,
North Carolina
|
$104M
|
+$80.2M
|
+975,577
|
+637%
|
|
|
52
|
Tidal Investments
Milwaukee,
Wisconsin
|
$103M
|
+$92.3M
|
+1,123,374
|
New
|
|
|
53
|
Pathstone Family Office
Englewood,
New Jersey
|
$101M
|
+$90.5M
|
+1,101,967
|
+412,722%
|
|
|
54
|
Trek Financial
Scottsdale,
Arizona
|
$101M
|
+$87.9M
|
+1,070,388
|
+4,220%
|
|
|
55
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$97.8M
|
+$78.3M
|
+953,633
|
+860%
|
|
|
56
|
Kestra Advisory Services
Austin,
Texas
|
$95.6M
|
+$31.9M
|
+387,974
|
+59%
|
|
|
57
|
Bessemer Group
Woodbridge,
New Jersey
|
$94.7M
|
-$12.4M
|
-151,385
|
-13%
|
|
|
58
|
United Capital Financial Advisors
Irving,
Texas
|
$91M
|
+$9.91M
|
+120,678
|
+14%
|
|
|
59
|
Valeo Financial Advisors
Carmel,
Indiana
|
$90.5M
|
+$2.64M
|
+32,163
|
+3%
|
|
|
60
|
M&T Bank
Buffalo,
New York
|
$88.1M
|
+$917K
|
+11,159
|
+1%
|
|
|
61
|
Wealthspire Advisors (New York)
New York
|
$87.3M
|
+$36.9M
|
+448,803
|
+90%
|
|
|
62
|
Stifel Financial
St. Louis,
Missouri
|
$86M
|
-$6.83M
|
-83,111
|
-8%
|
|
|
63
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$83.6M
|
-$2.55M
|
-31,084
|
-3%
|
|
|
64
|
|
$83M
|
-$1.58M
|
-19,290
|
-2%
|
|
|
65
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$81.8M
|
+$7.54M
|
+91,825
|
+12%
|
|
|
66
|
Creative Planning
Overland Park,
Kansas
|
$80.1M
|
+$203K
|
+2,471
|
+0.3%
|
|
|
67
|
Destination Wealth Management
Walnut Creek,
California
|
$79.5M
|
-$2.79M
|
-33,931
|
-4%
|
|
|
68
|
Grimes & Company
Westborough,
Massachusetts
|
$77.3M
|
+$3.76M
|
+45,720
|
+6%
|
|
|
69
|
Mariner
Overland Park,
Kansas
|
$76.6M
|
+$27.2M
|
+331,469
|
+66%
|
|
|
70
|
UMB Bank
Kansas City,
Missouri
|
$76.4M
|
-$10.1M
|
-122,927
|
-13%
|
|
|
71
|
Comerica Bank
Dallas,
Texas
|
$75.7M
|
-$7.91M
|
-96,241
|
-11%
|
|
|
72
|
Acropolis Investment Management
St. Louis,
Missouri
|
$75.1M
|
-$3.02M
|
-36,801
|
-4%
|
|
|
73
|
AssetMark Inc
Concord,
California
|
$74.9M
|
-$1.3M
|
-15,838
|
-2%
|
|
|
74
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$73.4M
|
+$1.82M
|
+22,125
|
+3%
|
|
|
75
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$73.4M
|
-$860K
|
-10,466
|
-1%
|
|
