|
51
|
Baker Avenue Asset Management
San Francisco,
California
|
$66.6M
|
+$7.15M
|
+152,997
|
+12%
|
|
|
52
|
Affinity Capital Advisors
Berkeley,
California
|
$64.6M
|
+$3.9M
|
+83,388
|
+6%
|
|
|
53
|
Fidelity Investments
Boston,
Massachusetts
|
$61.4M
|
-$3.5M
|
-74,978
|
-5%
|
|
|
54
|
Kestra Advisory Services
Austin,
Texas
|
$61.4M
|
+$4.36M
|
+93,300
|
+8%
|
|
|
55
|
&Partners
Nashville,
Tennessee
|
$60.6M
|
+$2.71M
|
+57,909
|
+5%
|
|
|
56
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$57.1M
|
+$11M
|
+235,234
|
+24%
|
|
|
57
|
SoFi Wealth
San Francisco,
California
|
$56.2M
|
+$3.2M
|
+68,536
|
+6%
|
|
|
58
|
Corient Private Wealth
Miami,
Florida
|
$54.1M
|
+$27.9M
|
+596,389
|
+105%
|
|
|
59
|
NorthRock Partners
Minneapolis,
Minnesota
|
$54.1M
|
+$12.8M
|
+274,158
|
+31%
|
|
|
60
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$52.5M
|
-$22.6M
|
-483,444
|
-30%
|
|
|
61
|
SteelPeak Wealth
Woodland Hills,
California
|
$50.9M
|
+$958K
|
+20,492
|
+2%
|
|
|
62
|
Intelligence Driven Advisers
Carlsbad,
California
|
$48.5M
|
-$3.45M
|
-73,820
|
-7%
|
|
|
63
|
Atria Investments
Charlotte,
North Carolina
|
$48.5M
|
+$289K
|
+6,181
|
+0.6%
|
|
|
64
|
Avidian Wealth Enterprises
Houston,
Texas
|
$47.9M
|
+$641K
|
+13,705
|
+1%
|
|
|
65
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$47.2M
|
-$3.94M
|
-84,263
|
-8%
|
|
|
66
|
Destination Wealth Management
Walnut Creek,
California
|
$46.7M
|
+$2.33M
|
+49,755
|
+5%
|
|
|
67
|
Univest Financial
Souderton,
Pennsylvania
|
$46.4M
|
+$7.66M
|
+163,853
|
+20%
|
|
|
68
|
CreativeOne Wealth
Overland Park,
Kansas
|
$45.3M
|
+$102K
|
+2,189
|
+0.2%
|
|
|
69
|
Regions Financial Corp
Birmingham,
Alabama
|
$45.3M
|
+$3.04M
|
+65,139
|
+7%
|
|
|
70
|
KeyBank National Association
Cleveland,
Ohio
|
$44.3M
|
+$1.74M
|
+37,166
|
+4%
|
|
|
71
|
High Falls Advisors
Rochester,
New York
|
$44.2M
|
-$1.22M
|
-26,086
|
-3%
|
|
|
72
|
Stash Investments
New York
|
$44M
|
+$3.51M
|
+75,005
|
+9%
|
|
|
73
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$43.9M
|
-$2.54M
|
-54,243
|
-5%
|
|
|
74
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$43.2M
|
+$43.4M
|
+928,441
|
New
|
|
|
75
|
Icon Wealth Advisors
Houston,
Texas
|
$42.9M
|
-$1.75M
|
-37,398
|
-4%
|
|
