|
26
|
SoFi Wealth
San Francisco,
California
|
$171M
|
+$171M
|
+882,811
|
+6,106%
|
|
|
27
|
Fidelity Investments
Boston,
Massachusetts
|
$158M
|
-$1.21M
|
-6,232
|
-0.7%
|
|
|
28
|
NewEdge Advisors
New Orleans,
Louisiana
|
$140M
|
+$48.5M
|
+250,790
|
+52%
|
|
|
29
|
Miracle Mile Advisors
Los Angeles,
California
|
$138M
|
+$5.04M
|
+26,041
|
+4%
|
|
|
30
|
US Bancorp
Minneapolis,
Minnesota
|
$135M
|
-$1.76M
|
-9,103
|
-1%
|
|
|
31
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$126M
|
+$42.2M
|
+218,091
|
+49%
|
|
|
32
|
Huntington National Bank
Columbus,
Ohio
|
$125M
|
–
|
–
|
–
|
|
|
33
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$121M
|
+$13.8M
|
+71,565
|
+13%
|
|
|
34
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$119M
|
+$26.8M
|
+138,721
|
+28%
|
|
|
35
|
Bank of New York Mellon
New York
|
$116M
|
+$37.7M
|
+194,724
|
+47%
|
|
|
36
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$113M
|
+$207K
|
+1,069
|
+0.2%
|
|
|
37
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$106M
|
-$15.2M
|
-78,652
|
-12%
|
|
|
38
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$105M
|
+$11.1M
|
+57,218
|
+12%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$104M
|
-$6.52M
|
-33,701
|
-6%
|
|
|
40
|
HighTower Advisors
Chicago,
Illinois
|
$104M
|
-$333K
|
-1,721
|
-0.3%
|
|
|
41
|
Avantax Advisory Services
Dallas,
Texas
|
$103M
|
+$14.2M
|
+73,448
|
+16%
|
|
|
42
|
Calamos Wealth Management
Naperville,
Illinois
|
$103M
|
+$12.2M
|
+63,200
|
+13%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$94.9M
|
+$6.99M
|
+36,104
|
+8%
|
|
|
44
|
United Capital Financial Advisors
Irving,
Texas
|
$94.2M
|
+$26.4M
|
+136,657
|
+38%
|
|
|
45
|
JB Capital
Wethersfield,
Connecticut
|
$91.9M
|
+$30.9M
|
+159,723
|
+50%
|
|
|
46
|
LVZ Inc
Holland,
Michigan
|
$84M
|
+$774K
|
+3,999
|
+0.9%
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$81.8M
|
+$12.9M
|
+66,815
|
+18%
|
|
|
48
|
Focus Partners Wealth
Boston,
Massachusetts
|
$78.7M
|
-$745K
|
-3,852
|
-0.9%
|
|
|
49
|
Kestra Advisory Services
Austin,
Texas
|
$77.3M
|
+$712K
|
+3,681
|
+0.9%
|
|
|
50
|
|
$76.6M
|
-$2.73M
|
-14,112
|
-3%
|
|
