|
51
|
Fidelity Investments
Boston,
Massachusetts
|
$64.1M
|
+$3.16M
|
+67,776
|
+5%
|
|
|
52
|
Affinity Capital Advisors
Berkeley,
California
|
$63.1M
|
-$942K
|
-20,214
|
-1%
|
|
|
53
|
Focus Partners Wealth
Boston,
Massachusetts
|
$62.4M
|
-$12M
|
-257,827
|
-16%
|
|
|
54
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$60.4M
|
+$8.33M
|
+178,762
|
+16%
|
|
|
55
|
Kestra Advisory Services
Austin,
Texas
|
$59.2M
|
-$1.74M
|
-37,307
|
-3%
|
|
|
56
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$58.5M
|
+$1.87M
|
+40,138
|
+3%
|
|
|
57
|
McMorgan & Co
San Francisco,
California
|
$57.6M
|
-$17.1M
|
-367,668
|
-23%
|
|
|
58
|
&Partners
Nashville,
Tennessee
|
$56.8M
|
-$3.28M
|
-70,301
|
-5%
|
|
|
59
|
NorthRock Partners
Minneapolis,
Minnesota
|
$55.1M
|
+$1.38M
|
+29,586
|
+3%
|
|
|
60
|
Apella Capital
West Hartford,
Connecticut
|
$52.2M
|
+$13.8M
|
+295,869
|
+36%
|
|
|
61
|
Univest Financial
Souderton,
Pennsylvania
|
$50.9M
|
+$4.88M
|
+104,619
|
+10%
|
|
|
62
|
Avidian Wealth Enterprises
Houston,
Texas
|
$50.8M
|
+$3.3M
|
+70,721
|
+7%
|
|
|
63
|
SteelPeak Wealth
Woodland Hills,
California
|
$50.4M
|
-$122K
|
-2,618
|
-0.2%
|
|
|
64
|
Atria Investments
Charlotte,
North Carolina
|
$49.5M
|
+$1.44M
|
+30,827
|
+3%
|
|
|
65
|
Destination Wealth Management
Walnut Creek,
California
|
$48.3M
|
+$1.89M
|
+40,484
|
+4%
|
|
|
66
|
Regions Financial Corp
Birmingham,
Alabama
|
$47.9M
|
+$2.98M
|
+63,896
|
+7%
|
|
|
67
|
CreativeOne Wealth
Overland Park,
Kansas
|
$47.4M
|
+$2.41M
|
+51,636
|
+5%
|
|
|
68
|
Icon Wealth Advisors
Houston,
Texas
|
$47.3M
|
+$4.86M
|
+104,372
|
+11%
|
|
|
69
|
Stash Investments
New York
|
$45.7M
|
+$2.03M
|
+43,523
|
+5%
|
|
|
70
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$45.4M
|
-$1.39M
|
-29,883
|
-3%
|
|
|
71
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$45.1M
|
+$1.59M
|
+34,187
|
+4%
|
|
|
72
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$45M
|
+$2.15M
|
+46,083
|
+5%
|
|
|
73
|
KeyBank National Association
Cleveland,
Ohio
|
$44.9M
|
+$964K
|
+20,695
|
+2%
|
|
|
74
|
Intelligence Driven Advisers
Carlsbad,
California
|
$44.9M
|
-$3.3M
|
-70,909
|
-7%
|
|
|
75
|
Spire Wealth Management
Mclean,
Virginia
|
$40.6M
|
+$19.8M
|
+423,956
|
+93%
|
|
