|
51
|
Wealthspire Advisors (New York)
New York
|
$43.1M
|
+$8.3M
|
+187,890
|
+25%
|
|
|
52
|
High Falls Advisors
Rochester,
New York
|
$42.2M
|
-$3.09M
|
-69,981
|
-7%
|
|
|
53
|
AE Wealth Management
Topeka,
Kansas
|
$41.4M
|
+$9.94M
|
+224,926
|
+33%
|
|
|
54
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$40.7M
|
+$22.8M
|
+515,152
|
+140%
|
|
|
55
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$40.5M
|
-$13.1M
|
-295,812
|
-25%
|
|
|
56
|
KeyBank National Association
Cleveland,
Ohio
|
$38.4M
|
-$238K
|
-5,395
|
-0.6%
|
|
|
57
|
INVST
Indianapolis,
Indiana
|
$37M
|
+$14.2M
|
+321,607
|
+66%
|
|
|
58
|
Blue Trust Inc
Alpharetta,
Georgia
|
$36.8M
|
-$6.91M
|
-156,294
|
-16%
|
|
|
59
|
Icon Wealth Advisors
Houston,
Texas
|
$34.6M
|
+$33.2M
|
+750,297
|
New
|
|
|
60
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$34.2M
|
+$22.1M
|
+499,557
|
+205%
|
|
|
61
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$34.2M
|
+$30.9M
|
+698,453
|
+1,595%
|
|
|
62
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$32.9M
|
+$7.04M
|
+159,251
|
+29%
|
|
|
63
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$32.9M
|
-$26.6K
|
-602
|
-0.1%
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$31.9M
|
+$2.51M
|
+56,767
|
+9%
|
|
|
65
|
G2 Capital Management
Columbus,
Ohio
|
$31.9M
|
+$30.6M
|
+691,459
|
New
|
|
|
66
|
Destination Wealth Management
Walnut Creek,
California
|
$31.4M
|
-$5.46M
|
-123,523
|
-15%
|
|
|
67
|
Regions Financial Corp
Birmingham,
Alabama
|
$31.2M
|
+$7.8M
|
+176,453
|
+35%
|
|
|
68
|
Avidian Wealth Enterprises
Houston,
Texas
|
$28.4M
|
-$4.61M
|
-104,373
|
-14%
|
|
|
69
|
Affinity Capital Advisors
Berkeley,
California
|
$28.3M
|
+$191K
|
+4,329
|
+0.7%
|
|
|
70
|
PAX Financial Group
San Antonio,
Texas
|
$28.1M
|
+$2.23M
|
+50,361
|
+9%
|
|
|
71
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.9M
|
+$4.32M
|
+97,737
|
+19%
|
|
|
72
|
Farther Finance Advisors
San Francisco,
California
|
$27.6M
|
+$8.29M
|
+187,526
|
+46%
|
|
|
73
|
Avantax Advisory Services
Dallas,
Texas
|
$27.6M
|
-$114K
|
-2,575
|
-0.4%
|
|
|
74
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$27.2M
|
+$244K
|
+5,519
|
+0.9%
|
|
|
75
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$27.1M
|
-$737K
|
-16,666
|
-3%
|
|
