|
51
|
Icon Wealth Partners
Houston,
Texas
|
$37M
|
-$1.01M
|
-22,583
|
-3%
|
|
|
52
|
KeyBank National Association
Cleveland,
Ohio
|
$36.7M
|
-$942K
|
-21,080
|
-2%
|
|
|
53
|
SteelPeak Wealth
Woodland Hills,
California
|
$35.2M
|
-$15.7M
|
-351,748
|
-30%
|
|
|
54
|
Destination Wealth Management
Walnut Creek,
California
|
$35.2M
|
+$1.86M
|
+41,590
|
+5%
|
|
|
55
|
Wealthspire Advisors (New York)
New York
|
$32.7M
|
-$1.02M
|
-22,856
|
-3%
|
|
|
56
|
Avidian Wealth Enterprises
Houston,
Texas
|
$31.5M
|
+$2.15M
|
+48,178
|
+7%
|
|
|
57
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$31.3M
|
-$177K
|
-3,953
|
-0.6%
|
|
|
58
|
Comerica Securities
Detroit,
Michigan
|
$30.7M
|
-$7.12M
|
-159,307
|
-19%
|
|
|
59
|
AE Wealth Management
Topeka,
Kansas
|
$29.8M
|
-$4.19M
|
-93,734
|
-12%
|
|
|
60
|
Truist Financial
Charlotte,
North Carolina
|
$27.8M
|
+$385K
|
+8,606
|
+1%
|
|
|
61
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$27.7M
|
+$2.39M
|
+53,511
|
+9%
|
|
|
62
|
Affinity Capital Advisors
Berkeley,
California
|
$26.7M
|
+$10.2M
|
+228,962
|
+60%
|
|
|
63
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$26.6M
|
-$5.86M
|
-131,092
|
-18%
|
|
|
64
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$26.6M
|
-$5.86M
|
-131,092
|
-18%
|
|
|
65
|
Avantax Advisory Services
Dallas,
Texas
|
$26.3M
|
+$1.21M
|
+27,169
|
+5%
|
|
|
66
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$25.6M
|
+$3.23M
|
+72,184
|
+14%
|
|
|
67
|
PAX Financial Group
San Antonio,
Texas
|
$24.8M
|
-$4.03M
|
-90,097
|
-14%
|
|
|
68
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$24.3M
|
+$18.6M
|
+415,382
|
+297%
|
|
|
69
|
Morningstar Investment Services
Chicago,
Illinois
|
$24M
|
+$3.18M
|
+71,213
|
+15%
|
|
|
70
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$22.6M
|
-$631K
|
-14,117
|
-3%
|
|
|
71
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$22.6M
|
-$2.58M
|
-57,615
|
-10%
|
|
|
72
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.2M
|
-$1.81M
|
-40,570
|
-7%
|
|
|
73
|
Arden Trust
Wilmington,
Delaware
|
$22.1M
|
-$12.6M
|
-282,929
|
-36%
|
|
|
74
|
Regions Financial Corp
Birmingham,
Alabama
|
$21.9M
|
-$624K
|
-13,954
|
-3%
|
|
|
75
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$21.5M
|
+$22M
|
+492,106
|
New
|
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