|
51
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$49.7M
|
+$337K
|
+7,499
|
+0.7%
|
|
|
52
|
Farther Finance Advisors
San Francisco,
California
|
$49.1M
|
+$8.9M
|
+197,998
|
+22%
|
|
|
53
|
Kestra Advisory Services
Austin,
Texas
|
$49M
|
+$15.8M
|
+350,874
|
+48%
|
|
|
54
|
Icon Wealth Advisors
Houston,
Texas
|
$48.4M
|
-$1.22M
|
-27,149
|
-3%
|
|
|
55
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$46.1M
|
+$2.68M
|
+59,533
|
+6%
|
|
|
56
|
SteelPeak Wealth
Woodland Hills,
California
|
$45.8M
|
+$989K
|
+21,998
|
+2%
|
|
|
57
|
Prudential Financial
Newark,
New Jersey
|
$45.2M
|
-$6.67M
|
-148,250
|
-13%
|
|
|
58
|
Blue Trust Inc
Alpharetta,
Georgia
|
$44M
|
–
|
–
|
–
|
|
|
59
|
INVST
Indianapolis,
Indiana
|
$43.8M
|
+$5.17M
|
+114,933
|
+13%
|
|
|
60
|
Wealthspire Advisors (New York)
New York
|
$42.5M
|
+$2.38M
|
+52,979
|
+6%
|
|
|
61
|
Affinity Capital Advisors
Berkeley,
California
|
$41.9M
|
+$5.74M
|
+127,601
|
+16%
|
|
|
62
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$41.4M
|
+$3.07M
|
+68,254
|
+8%
|
|
|
63
|
Avantax Advisory Services
Dallas,
Texas
|
$41.3M
|
+$3.67M
|
+81,610
|
+10%
|
|
|
64
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$40.7M
|
+$3.59M
|
+79,850
|
+10%
|
|
|
65
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$39.8M
|
+$11.6M
|
+258,317
|
+41%
|
|
|
66
|
Morningstar Investment Services
Chicago,
Illinois
|
$39.5M
|
+$5.79M
|
+128,753
|
+17%
|
|
|
67
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$39.3M
|
+$1.38M
|
+30,686
|
+4%
|
|
|
68
|
Destination Wealth Management
Walnut Creek,
California
|
$38.2M
|
+$426K
|
+9,477
|
+1%
|
|
|
69
|
KeyBank National Association
Cleveland,
Ohio
|
$37.8M
|
+$921K
|
+20,480
|
+3%
|
|
|
70
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$37.1M
|
+$725K
|
+16,122
|
+2%
|
|
|
71
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$37.1M
|
+$725K
|
+16,122
|
+2%
|
|
|
72
|
Regions Financial Corp
Birmingham,
Alabama
|
$35.9M
|
+$2.64M
|
+58,634
|
+8%
|
|
|
73
|
GM Advisory Group
Melville,
New York
|
$34M
|
-$12.9M
|
-287,133
|
-28%
|
|
|
74
|
Avidian Wealth Enterprises
Houston,
Texas
|
$32.4M
|
+$2.06M
|
+45,900
|
+7%
|
|
|
75
|
Perigon Wealth Management
San Francisco,
California
|
$32.4M
|
+$559K
|
+12,441
|
+2%
|
|
