|
51
|
Atria Investments
Charlotte,
North Carolina
|
$63.1M
|
+$7.57M
|
+166,202
|
+14%
|
|
|
52
|
SteelPeak Wealth
Woodland Hills,
California
|
$61.6M
|
+$5.25M
|
+115,094
|
+9%
|
|
|
53
|
Kestra Advisory Services
Austin,
Texas
|
$61.6M
|
+$29.7M
|
+651,131
|
+95%
|
|
|
54
|
SoFi Wealth
San Francisco,
California
|
$57.2M
|
+$55.4M
|
+1,214,958
|
+4,501%
|
|
|
55
|
High Falls Advisors
Rochester,
New York
|
$56.7M
|
-$1.11M
|
-24,341
|
-2%
|
|
|
56
|
Baker Avenue Asset Management
San Francisco,
California
|
$56.3M
|
+$55.7M
|
+1,222,802
|
New
|
|
|
57
|
Icon Wealth Advisors
Houston,
Texas
|
$53.9M
|
+$3.27M
|
+71,836
|
+7%
|
|
|
58
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$51.6M
|
+$11M
|
+242,120
|
+28%
|
|
|
59
|
Affinity Capital Advisors
Berkeley,
California
|
$51.6M
|
+$3.42M
|
+75,140
|
+7%
|
|
|
60
|
CreativeOne Wealth
Overland Park,
Kansas
|
$48.4M
|
-$51M
|
-1,118,554
|
-52%
|
|
|
61
|
Avantax Advisory Services
Dallas,
Texas
|
$47.7M
|
+$718K
|
+15,748
|
+2%
|
|
|
62
|
Focus Partners Wealth
Boston,
Massachusetts
|
$47.1M
|
+$851K
|
+18,672
|
+2%
|
|
|
63
|
Avidian Wealth Enterprises
Houston,
Texas
|
$44.8M
|
+$8.88M
|
+194,765
|
+25%
|
|
|
64
|
Intelligence Driven Advisers
Carlsbad,
California
|
$44.7M
|
-$823K
|
-18,061
|
-2%
|
|
|
65
|
KeyBank National Association
Cleveland,
Ohio
|
$43.7M
|
-$202K
|
-4,426
|
-0.5%
|
|
|
66
|
Savvy Advisors Inc
New York
|
$43.2M
|
+$13.6M
|
+297,383
|
+46%
|
|
|
67
|
Destination Wealth Management
Walnut Creek,
California
|
$42.6M
|
+$1.54M
|
+33,870
|
+4%
|
|
|
68
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$41.7M
|
+$145K
|
+3,182
|
+0.4%
|
|
|
69
|
Regions Financial Corp
Birmingham,
Alabama
|
$40.6M
|
+$107K
|
+2,348
|
+0.3%
|
|
|
70
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$40.3M
|
-$1.08M
|
-23,693
|
-3%
|
|
|
71
|
Blue Trust Inc
Alpharetta,
Georgia
|
$39.5M
|
-$1.36M
|
-29,758
|
-3%
|
|
|
72
|
Austin Private Wealth
Austin,
Texas
|
$38.9M
|
+$2.93M
|
+64,192
|
+8%
|
|
|
73
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$35.4M
|
+$3.32M
|
+72,745
|
+10%
|
|
|
74
|
Stash Investments
New York
|
$33.9M
|
+$1.44M
|
+31,547
|
+4%
|
|
|
75
|
Strategic Blueprint
Atlanta,
Georgia
|
$33.8M
|
+$2.47M
|
+54,186
|
+8%
|
|
