|
51
|
Baker Avenue Asset Management
San Francisco,
California
|
$72M
|
+$3.69M
|
+80,039
|
+5%
|
|
|
52
|
Vise Technologies
New York
|
$71.9M
|
+$60.6M
|
+1,314,169
|
+539%
|
|
|
53
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$69.2M
|
+$10.7M
|
+232,337
|
+18%
|
|
|
54
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$67.7M
|
+$573K
|
+12,415
|
+0.9%
|
|
|
55
|
Fidelity Investments
Boston,
Massachusetts
|
$67.6M
|
+$3.59M
|
+77,871
|
+6%
|
|
|
56
|
Affinity Capital Advisors
Berkeley,
California
|
$66.1M
|
+$3.18M
|
+69,033
|
+5%
|
|
|
57
|
Icon Wealth Advisors
Houston,
Texas
|
$65.9M
|
+$18.6M
|
+402,585
|
+39%
|
|
|
58
|
Atria Investments
Charlotte,
North Carolina
|
$63.7M
|
+$14.2M
|
+308,465
|
+29%
|
|
|
59
|
SteelPeak Wealth
Woodland Hills,
California
|
$63.5M
|
+$13.2M
|
+285,882
|
+26%
|
|
|
60
|
Apella Capital
West Hartford,
Connecticut
|
$63.3M
|
+$12M
|
+260,144
|
+23%
|
|
|
61
|
Kestra Advisory Services
Austin,
Texas
|
$62.5M
|
+$3.4M
|
+73,747
|
+6%
|
|
|
62
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$60.1M
|
+$15M
|
+325,763
|
+33%
|
|
|
63
|
Univest Financial
Souderton,
Pennsylvania
|
$59M
|
+$8.18M
|
+177,457
|
+16%
|
|
|
64
|
Focus Partners Wealth
Boston,
Massachusetts
|
$56M
|
-$6.26M
|
-135,798
|
-10%
|
|
|
65
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$55.4M
|
+$9.96M
|
+215,885
|
+22%
|
|
|
66
|
MGO One Seven
Beachwood,
Ohio
|
$55.4M
|
+$15.1M
|
+327,853
|
+38%
|
|
|
67
|
Integrity Alliance
Urbandale,
Iowa
|
$53.6M
|
+$13.7M
|
+296,577
|
+34%
|
|
|
68
|
NorthRock Partners
Minneapolis,
Minnesota
|
$53.5M
|
-$1.52M
|
-32,973
|
-3%
|
|
|
69
|
Avidian Wealth Enterprises
Houston,
Texas
|
$52.9M
|
+$2.15M
|
+46,728
|
+4%
|
|
|
70
|
Regions Financial Corp
Birmingham,
Alabama
|
$51.6M
|
+$3.76M
|
+81,438
|
+8%
|
|
|
71
|
Stash Investments
New York
|
$51.1M
|
+$5.51M
|
+119,553
|
+12%
|
|
|
72
|
McMorgan & Co
San Francisco,
California
|
$50.7M
|
-$6.83M
|
-148,128
|
-12%
|
|
|
73
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$50.3M
|
+$31.5M
|
+683,070
|
+168%
|
|
|
74
|
Destination Wealth Management
Walnut Creek,
California
|
$49.4M
|
+$1.16M
|
+25,134
|
+2%
|
|
|
75
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$47.3M
|
+$2.34M
|
+50,788
|
+5%
|
|
