|
51
|
Fidelity Investments
Boston,
Massachusetts
|
$47.8M
|
-$7.41M
|
-162,721
|
-13%
|
|
|
52
|
GM Advisory Group
Melville,
New York
|
$47.3M
|
-$3.36M
|
-73,874
|
-7%
|
|
|
53
|
SteelPeak Wealth
Woodland Hills,
California
|
$45.2M
|
+$20.1M
|
+442,607
|
+81%
|
|
|
54
|
Blue Trust Inc
Alpharetta,
Georgia
|
$44M
|
+$5.58M
|
+122,517
|
+15%
|
|
|
55
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$43.7M
|
+$20.6M
|
+453,652
|
+90%
|
|
|
56
|
Farther Finance Advisors
San Francisco,
California
|
$40.5M
|
+$13.6M
|
+299,244
|
+50%
|
|
|
57
|
Wealthspire Advisors (New York)
New York
|
$40.4M
|
-$2.21M
|
-48,647
|
-5%
|
|
|
58
|
INVST
Indianapolis,
Indiana
|
$38.9M
|
+$2.26M
|
+49,732
|
+6%
|
|
|
59
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$38.7M
|
+$6.08M
|
+133,557
|
+19%
|
|
|
60
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$38.3M
|
+$5.69M
|
+125,068
|
+18%
|
|
|
61
|
Destination Wealth Management
Walnut Creek,
California
|
$38.1M
|
+$6.99M
|
+153,541
|
+23%
|
|
|
62
|
Avantax Advisory Services
Dallas,
Texas
|
$38M
|
+$10.7M
|
+234,399
|
+39%
|
|
|
63
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$37.4M
|
+$14.1M
|
+309,489
|
+61%
|
|
|
64
|
KeyBank National Association
Cleveland,
Ohio
|
$37.2M
|
-$802K
|
-17,613
|
-2%
|
|
|
65
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$36.7M
|
+$9.73M
|
+213,723
|
+36%
|
|
|
66
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$36.7M
|
+$9.73M
|
+213,723
|
+36%
|
|
|
67
|
Affinity Capital Advisors
Berkeley,
California
|
$36.5M
|
+$8.42M
|
+185,058
|
+30%
|
|
|
68
|
Morningstar Investment Services
Chicago,
Illinois
|
$33.9M
|
-$22.5M
|
-495,278
|
-40%
|
|
|
69
|
Regions Financial Corp
Birmingham,
Alabama
|
$33.5M
|
+$2.64M
|
+58,068
|
+9%
|
|
|
70
|
Kestra Advisory Services
Austin,
Texas
|
$33.4M
|
+$13.1M
|
+287,257
|
+64%
|
|
|
71
|
Perigon Wealth Management
San Francisco,
California
|
$32.1M
|
+$14.2M
|
+312,506
|
+80%
|
|
|
72
|
Austin Private Wealth
Austin,
Texas
|
$31.6M
|
+$14M
|
+308,231
|
+79%
|
|
|
73
|
G2 Capital Management
Columbus,
Ohio
|
$31.4M
|
-$131K
|
-2,885
|
-0.4%
|
|
|
74
|
Avidian Wealth Enterprises
Houston,
Texas
|
$30.6M
|
+$2.49M
|
+54,810
|
+9%
|
|
|
75
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$28.5M
|
+$1.55M
|
+34,061
|
+6%
|
|
