|
26
|
Private Ocean
San Rafael,
California
|
$113M
|
+$36.6M
|
+827,817
|
+51%
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$104M
|
+$16.4M
|
+372,088
|
+20%
|
|
|
28
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$102M
|
+$13.4M
|
+302,234
|
+16%
|
|
|
29
|
Raymond James & Associates
St Petersburg,
Florida
|
$96.5M
|
-$3.83M
|
-86,609
|
-4%
|
|
|
30
|
McMorgan & Co
San Francisco,
California
|
$86.2M
|
-$7.23M
|
-163,502
|
-8%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$83.9M
|
+$4.35M
|
+98,341
|
+6%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$79.4M
|
-$111M
|
-2,520,521
|
-59%
|
|
|
33
|
JB Capital
Wethersfield,
Connecticut
|
$77.9M
|
-$22.8M
|
-514,859
|
-23%
|
|
|
34
|
Natixis Advisors
Boston,
Massachusetts
|
$74.8M
|
+$70.1M
|
+1,585,714
|
+4,110%
|
|
|
35
|
Cetera Advisor Networks
El Segundo,
California
|
$69.8M
|
-$2.1M
|
-47,602
|
-3%
|
|
|
36
|
Atria Wealth Solutions
New York
|
$69M
|
-$3.3M
|
-74,739
|
-5%
|
|
|
37
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$67.6M
|
+$64.9M
|
+1,467,959
|
New
|
|
|
38
|
First Ascent Asset Management
Denver,
Colorado
|
$64.3M
|
+$2.62M
|
+59,340
|
+4%
|
|
|
39
|
US Bancorp
Minneapolis,
Minnesota
|
$62.3M
|
-$2.69M
|
-60,759
|
-4%
|
|
|
40
|
Morningstar Investment Services
Chicago,
Illinois
|
$57.1M
|
+$30.5M
|
+689,161
|
+126%
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$55.8M
|
-$459K
|
-10,389
|
-0.8%
|
|
|
42
|
AssetMark Inc
Concord,
California
|
$54.2M
|
+$289K
|
+6,540
|
+0.6%
|
|
|
43
|
Cetera Advisors
Denver,
Colorado
|
$52.8M
|
+$260K
|
+5,877
|
+0.5%
|
|
|
44
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$51.4M
|
+$609K
|
+13,789
|
+1%
|
|
|
45
|
CreativeOne Wealth
Overland Park,
Kansas
|
$51.3M
|
-$5.42M
|
-122,578
|
-10%
|
|
|
46
|
GM Advisory Group
Melville,
New York
|
$51.2M
|
+$49.2M
|
+1,112,134
|
New
|
|
|
47
|
NewEdge Advisors
New Orleans,
Louisiana
|
$50.1M
|
+$3.04M
|
+68,686
|
+7%
|
|
|
48
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$50M
|
-$2.69M
|
-60,928
|
-5%
|
|
|
49
|
Atria Investments
Charlotte,
North Carolina
|
$46.5M
|
-$526K
|
-11,912
|
-1%
|
|
|
50
|
Prudential Financial
Newark,
New Jersey
|
$44.4M
|
-$731K
|
-16,547
|
-2%
|
|
