|
26
|
Blue Trust Inc
Alpharetta,
Georgia
|
$52.9M
|
+$50.7M
|
+1,066,470
|
New
|
|
|
27
|
Fidelity Investments
Boston,
Massachusetts
|
$52M
|
-$67.8M
|
-1,425,911
|
-56%
|
|
|
28
|
First Ascent Asset Management
Denver,
Colorado
|
$51.5M
|
+$771K
|
+16,217
|
+1%
|
|
|
29
|
Atria Wealth Solutions
New York
|
$49.3M
|
+$1.82M
|
+38,385
|
+4%
|
|
|
30
|
AssetMark Inc
Concord,
California
|
$48M
|
+$7.04M
|
+148,200
|
+17%
|
|
|
31
|
NewEdge Advisors
New Orleans,
Louisiana
|
$40.4M
|
-$10.7M
|
-224,400
|
-21%
|
|
|
32
|
Stifel Financial
St. Louis,
Missouri
|
$40.3M
|
+$1.4M
|
+29,559
|
+4%
|
|
|
33
|
Kestra Advisory Services
Austin,
Texas
|
$37M
|
+$2.89M
|
+60,817
|
+8%
|
|
|
34
|
Atria Investments
Charlotte,
North Carolina
|
$36.3M
|
-$3.72M
|
-78,253
|
-9%
|
|
|
35
|
SteelPeak Wealth
Woodland Hills,
California
|
$35.8M
|
+$767K
|
+16,145
|
+2%
|
|
|
36
|
KeyBank National Association
Cleveland,
Ohio
|
$35.8M
|
+$1.33M
|
+28,008
|
+4%
|
|
|
37
|
Destination Wealth Management
Walnut Creek,
California
|
$34.8M
|
-$3.1M
|
-65,223
|
-8%
|
|
|
38
|
High Falls Advisors
Rochester,
New York
|
$33.8M
|
+$346K
|
+7,286
|
+1%
|
|
|
39
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$33.8M
|
+$2.9M
|
+61,127
|
+9%
|
|
|
40
|
AE Wealth Management
Topeka,
Kansas
|
$33.2M
|
-$8.56M
|
-180,091
|
-20%
|
|
|
41
|
Intelligence Driven Advisers
Carlsbad,
California
|
$30.2M
|
-$5.76M
|
-121,118
|
-16%
|
|
|
42
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.7M
|
-$921K
|
-19,383
|
-3%
|
|
|
43
|
Mariner
Overland Park,
Kansas
|
$29.7M
|
+$21.4M
|
+450,391
|
+245%
|
|
|
44
|
Stadion Money Management
Watkinsville,
Georgia
|
$29.4M
|
-$635K
|
-13,358
|
-2%
|
|
|
45
|
Comerica Securities
Detroit,
Michigan
|
$28.7M
|
+$962K
|
+20,254
|
+3%
|
|
|
46
|
Wealthspire Advisors (New York)
New York
|
$28.4M
|
+$4.87M
|
+102,589
|
+20%
|
|
|
47
|
Firestone Capital Management
Coral Gables,
Florida
|
$27.8M
|
+$237K
|
+4,979
|
+0.8%
|
|
|
48
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$26.5M
|
+$7.88M
|
+165,910
|
+42%
|
|
|
49
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$25.6M
|
+$2.6M
|
+54,787
|
+11%
|
|
|
50
|
Prudential Financial
Newark,
New Jersey
|
$24.5M
|
+$3.87M
|
+81,355
|
+18%
|
|
