|
51
|
AssetMark Inc
Concord,
California
|
$63.4M
|
+$3.92M
|
+85,497
|
+6%
|
|
|
52
|
High Falls Advisors
Rochester,
New York
|
$56.7M
|
-$8.25M
|
-179,645
|
-13%
|
|
|
53
|
SteelPeak Wealth
Woodland Hills,
California
|
$55.2M
|
+$2.12M
|
+46,101
|
+4%
|
|
|
54
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$54.9M
|
+$2.85M
|
+62,050
|
+5%
|
|
|
55
|
Atria Investments
Charlotte,
North Carolina
|
$54.4M
|
-$12.2M
|
-266,304
|
-18%
|
|
|
56
|
Icon Wealth Advisors
Houston,
Texas
|
$49.7M
|
-$8.58M
|
-186,971
|
-15%
|
|
|
57
|
Affinity Capital Advisors
Berkeley,
California
|
$48M
|
+$3.37M
|
+73,319
|
+7%
|
|
|
58
|
Avantax Advisory Services
Dallas,
Texas
|
$46.1M
|
-$4.6M
|
-100,281
|
-9%
|
|
|
59
|
Focus Partners Wealth
Boston,
Massachusetts
|
$45.4M
|
+$46.1M
|
+1,003,623
|
New
|
|
|
60
|
Intelligence Driven Advisers
Carlsbad,
California
|
$44.7M
|
-$10.1M
|
-219,553
|
-18%
|
|
|
61
|
KeyBank National Association
Cleveland,
Ohio
|
$43M
|
+$2.43M
|
+52,972
|
+6%
|
|
|
62
|
INVST
Indianapolis,
Indiana
|
$40.9M
|
-$3.83M
|
-83,412
|
-8%
|
|
|
63
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$40.8M
|
+$2.5M
|
+54,555
|
+6%
|
|
|
64
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$40.6M
|
-$5.89M
|
-128,414
|
-13%
|
|
|
65
|
Destination Wealth Management
Walnut Creek,
California
|
$40.3M
|
+$780K
|
+16,984
|
+2%
|
|
|
66
|
Perigon Wealth Management
San Francisco,
California
|
$40.2M
|
-$3.12M
|
-68,065
|
-7%
|
|
|
67
|
Blue Trust Inc
Alpharetta,
Georgia
|
$40.1M
|
-$1.84M
|
-40,066
|
-4%
|
|
|
68
|
Regions Financial Corp
Birmingham,
Alabama
|
$39.7M
|
+$6.32M
|
+137,666
|
+19%
|
|
|
69
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$39.7M
|
-$15.1M
|
-328,963
|
-27%
|
|
|
70
|
Austin Private Wealth
Austin,
Texas
|
$35.2M
|
-$8.58M
|
-186,891
|
-19%
|
|
|
71
|
Avidian Wealth Enterprises
Houston,
Texas
|
$35.1M
|
+$774K
|
+16,852
|
+2%
|
|
|
72
|
Univest Financial
Souderton,
Pennsylvania
|
$33.8M
|
+$10.5M
|
+229,339
|
+44%
|
|
|
73
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$32M
|
+$1.06M
|
+23,173
|
+3%
|
|
|
74
|
GM Advisory Group
Melville,
New York
|
$32M
|
-$645K
|
-14,050
|
-2%
|
|
|
75
|
Stash Investments
New York
|
$31.9M
|
+$3.11M
|
+67,761
|
+11%
|
|
