|
51
|
Kestra Advisory Services
Austin,
Texas
|
$37.5M
|
+$23.2M
|
+507,899
|
+161%
|
|
|
52
|
Arden Trust
Wilmington,
Delaware
|
$35.8M
|
+$12.5M
|
+272,918
|
+53%
|
|
|
53
|
AE Wealth Management
Topeka,
Kansas
|
$35.3M
|
+$378K
|
+8,267
|
+1%
|
|
|
54
|
Wealthspire Advisors (New York)
New York
|
$35M
|
+$93.3K
|
+2,038
|
+0.3%
|
|
|
55
|
Destination Wealth Management
Walnut Creek,
California
|
$34.7M
|
+$786K
|
+17,185
|
+2%
|
|
|
56
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$33.6M
|
+$2.27M
|
+49,620
|
+7%
|
|
|
57
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$33.6M
|
+$2.27M
|
+49,620
|
+7%
|
|
|
58
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$32.6M
|
-$77.3K
|
-1,689
|
-0.2%
|
|
|
59
|
Avidian Wealth Enterprises
Houston,
Texas
|
$30.6M
|
+$1.63M
|
+35,600
|
+6%
|
|
|
60
|
PAX Financial Group
San Antonio,
Texas
|
$29.9M
|
+$303K
|
+6,614
|
+1%
|
|
|
61
|
Truist Financial
Charlotte,
North Carolina
|
$28.5M
|
+$4.13M
|
+90,188
|
+17%
|
|
|
62
|
Trek Financial
Scottsdale,
Arizona
|
$27.8M
|
+$2M
|
+43,732
|
+8%
|
|
|
63
|
ORG Partners
Roanoke,
Indiana
|
$27.4M
|
-$425K
|
-9,278
|
-2%
|
|
|
64
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$26.4M
|
+$767K
|
+16,764
|
+3%
|
|
|
65
|
Williams Financial
North Bennington,
Vermont
|
$26.2M
|
+$1.05M
|
+23,008
|
+4%
|
|
|
66
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$26.1M
|
+$267K
|
+5,833
|
+1%
|
|
|
67
|
Avantax Advisory Services
Dallas,
Texas
|
$26.1M
|
+$3.26M
|
+71,200
|
+14%
|
|
|
68
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.9M
|
+$2.7M
|
+58,904
|
+12%
|
|
|
69
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$24.2M
|
+$797K
|
+17,407
|
+3%
|
|
|
70
|
Stokes Family Office
New Orleans,
Louisiana
|
$23.8M
|
-$858K
|
-18,753
|
-3%
|
|
|
71
|
Regions Financial Corp
Birmingham,
Alabama
|
$23.4M
|
+$1M
|
+21,871
|
+4%
|
|
|
72
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$23.3M
|
-$83.3K
|
-1,820
|
-0.4%
|
|
|
73
|
One Advisory Partners
Overland Park,
Kansas
|
$22.1M
|
+$809K
|
+17,686
|
+4%
|
|
|
74
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$21.7M
|
+$586K
|
+12,805
|
+3%
|
|
|
75
|
Morningstar Investment Services
Chicago,
Illinois
|
$21.6M
|
+$3.87M
|
+84,524
|
+22%
|
|
