|
26
|
GeoWealth Management
Chicago,
Illinois
|
$221M
|
+$5.7M
|
+123,561
|
+3%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$212M
|
+$95.1M
|
+2,063,032
|
+82%
|
|
|
28
|
NewEdge Advisors
New Orleans,
Louisiana
|
$190M
|
+$47.2M
|
+1,023,040
|
+33%
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$179M
|
+$43.9M
|
+952,754
|
+33%
|
|
|
30
|
Savvy Advisors Inc
New York
|
$177M
|
+$23M
|
+499,298
|
+15%
|
|
|
31
|
First Command Advisory Services
Fort Worth,
Texas
|
$168M
|
+$24.4M
|
+528,622
|
+17%
|
|
|
32
|
JB Capital
Wethersfield,
Connecticut
|
$162M
|
+$46.4M
|
+1,006,141
|
+40%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$152M
|
+$24.4M
|
+529,886
|
+19%
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$148M
|
+$11.1M
|
+241,731
|
+8%
|
|
|
35
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$146M
|
+$23M
|
+498,242
|
+19%
|
|
|
36
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$136M
|
+$2.25M
|
+48,698
|
+2%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$129M
|
-$715K
|
-15,512
|
-0.6%
|
|
|
38
|
Farther Finance Advisors
San Francisco,
California
|
$120M
|
+$19.9M
|
+430,662
|
+20%
|
|
|
39
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$112M
|
+$26.1M
|
+566,561
|
+30%
|
|
|
40
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$111M
|
+$50.5M
|
+1,094,535
|
+84%
|
|
|
41
|
Victory Capital Management
San Antonio,
Texas
|
$111M
|
–
|
–
|
–
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$107M
|
+$25.3M
|
+549,138
|
+31%
|
|
|
43
|
Symmetry Partners
Glastonbury,
Connecticut
|
$103M
|
-$1.18M
|
-25,663
|
-1%
|
|
|
44
|
AssetMark Inc
Concord,
California
|
$99.8M
|
+$13.7M
|
+297,551
|
+16%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$94.8M
|
+$20M
|
+433,226
|
+27%
|
|
|
46
|
Allworth Financial
Folsom,
California
|
$93.5M
|
-$19.9M
|
-431,397
|
-18%
|
|
|
47
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$91.4M
|
+$76.5M
|
+1,659,499
|
+517%
|
|
|
48
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$82.6M
|
+$1.55M
|
+33,700
|
+2%
|
|
|
49
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$76.5M
|
+$74.7M
|
+1,619,144
|
+4,175%
|
|
|
50
|
SoFi Wealth
San Francisco,
California
|
$74.6M
|
+$2.87M
|
+62,139
|
+4%
|
|
