|
51
|
Affinity Capital Advisors
Berkeley,
California
|
$60.9M
|
+$4.7M
|
+101,692
|
+8%
|
|
|
52
|
Citadel Advisors
Miami,
Florida
|
$59.9M
|
+$59.3M
|
+1,281,984
|
New
|
|
|
53
|
Baker Avenue Asset Management
San Francisco,
California
|
$59.7M
|
+$1.18M
|
+25,410
|
+2%
|
|
|
54
|
&Partners
Nashville,
Tennessee
|
$58M
|
+$6.23M
|
+134,665
|
+12%
|
|
|
55
|
Kestra Advisory Services
Austin,
Texas
|
$57.2M
|
-$3.13M
|
-67,746
|
-5%
|
|
|
56
|
SoFi Wealth
San Francisco,
California
|
$53.2M
|
-$8.34M
|
-180,237
|
-14%
|
|
|
57
|
Intelligence Driven Advisers
Carlsbad,
California
|
$52.1M
|
+$3.35M
|
+72,539
|
+7%
|
|
|
58
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$51.3M
|
-$9.48M
|
-204,988
|
-16%
|
|
|
59
|
SteelPeak Wealth
Woodland Hills,
California
|
$50.1M
|
-$5.89M
|
-127,264
|
-11%
|
|
|
60
|
Atria Investments
Charlotte,
North Carolina
|
$48.4M
|
-$6.98M
|
-150,883
|
-13%
|
|
|
61
|
Avidian Wealth Enterprises
Houston,
Texas
|
$47.4M
|
+$673K
|
+14,543
|
+1%
|
|
|
62
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$46.6M
|
-$5.45M
|
-117,826
|
-11%
|
|
|
63
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$46.3M
|
+$5.88M
|
+127,223
|
+15%
|
|
|
64
|
High Falls Advisors
Rochester,
New York
|
$45.6M
|
-$6.55M
|
-141,713
|
-13%
|
|
|
65
|
CreativeOne Wealth
Overland Park,
Kansas
|
$45.4M
|
+$749K
|
+16,203
|
+2%
|
|
|
66
|
Icon Wealth Advisors
Houston,
Texas
|
$44.8M
|
-$8.78M
|
-189,831
|
-17%
|
|
|
67
|
Destination Wealth Management
Walnut Creek,
California
|
$44.6M
|
+$1.11M
|
+23,912
|
+3%
|
|
|
68
|
Integrity Alliance
Urbandale,
Iowa
|
$42.8M
|
+$5.43M
|
+117,484
|
+15%
|
|
|
69
|
KeyBank National Association
Cleveland,
Ohio
|
$42.7M
|
-$269K
|
-5,806
|
-0.6%
|
|
|
70
|
Regions Financial Corp
Birmingham,
Alabama
|
$42.4M
|
+$578K
|
+12,503
|
+1%
|
|
|
71
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$42.2M
|
-$406K
|
-8,786
|
-1%
|
|
|
72
|
NorthRock Partners
Minneapolis,
Minnesota
|
$41.5M
|
+$41.1M
|
+888,108
|
New
|
|
|
73
|
Stash Investments
New York
|
$40.6M
|
+$3.18M
|
+68,843
|
+9%
|
|
|
74
|
Univest Financial
Souderton,
Pennsylvania
|
$38.9M
|
+$4.62M
|
+99,806
|
+14%
|
|
|
75
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$37.5M
|
-$1.01M
|
-21,807
|
-3%
|
|
