|
26
|
SoFi Wealth
San Francisco,
California
|
$236M
|
+$13.1M
|
+58,458
|
+6%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$222M
|
-$14M
|
-62,662
|
-6%
|
|
|
28
|
Bank of New York Mellon
New York
|
$220M
|
-$37.5M
|
-168,077
|
-15%
|
|
|
29
|
Fidelity Investments
Boston,
Massachusetts
|
$186M
|
-$94K
|
-421
|
-0.1%
|
|
|
30
|
NewEdge Advisors
New Orleans,
Louisiana
|
$184M
|
-$11.2M
|
-50,294
|
-6%
|
|
|
31
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$178M
|
-$26.4M
|
-118,162
|
-13%
|
|
|
32
|
M&T Bank
Buffalo,
New York
|
$175M
|
-$3.91M
|
-17,484
|
-2%
|
|
|
33
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$173M
|
+$170M
|
+760,525
|
New
|
|
|
34
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$172M
|
-$46.3M
|
-207,383
|
-21%
|
|
|
35
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$168M
|
+$5.33M
|
+23,850
|
+3%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$166M
|
+$10.1M
|
+45,113
|
+7%
|
|
|
37
|
HighTower Advisors
Chicago,
Illinois
|
$152M
|
+$1.48M
|
+6,646
|
+1%
|
|
|
38
|
JB Capital
Wethersfield,
Connecticut
|
$151M
|
-$32.5M
|
-145,370
|
-18%
|
|
|
39
|
Jones Financial Companies
Des Peres,
Missouri
|
$145M
|
+$12.5M
|
+55,765
|
+10%
|
|
|
40
|
Calamos Wealth Management
Naperville,
Illinois
|
$138M
|
+$2.23M
|
+10,003
|
+2%
|
|
|
41
|
LVZ Inc
Holland,
Michigan
|
$131M
|
+$742K
|
+3,321
|
+0.6%
|
|
|
42
|
United Capital Financial Advisors
Irving,
Texas
|
$128M
|
-$21.3M
|
-95,161
|
-14%
|
|
|
43
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$122M
|
-$1.01M
|
-4,540
|
-0.8%
|
|
|
44
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$120M
|
-$6.42M
|
-28,721
|
-5%
|
|
|
45
|
Huntington National Bank
Columbus,
Ohio
|
$113M
|
-$88.9K
|
-398
|
-3%
|
|
|
46
|
|
$108M
|
-$8.98M
|
-40,188
|
-8%
|
|
|
47
|
Rockefeller Capital Management
New York
|
$102M
|
+$5.5M
|
+24,605
|
+6%
|
|
|
48
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$96.4M
|
-$19.2M
|
-86,063
|
-17%
|
|
|
49
|
Truist Financial
Charlotte,
North Carolina
|
$95.8M
|
-$30.7M
|
-137,282
|
-25%
|
|
|
50
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$87.8M
|
+$276K
|
+1,236
|
+0.3%
|
|
