|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$230M
|
+$12.6M
|
+59,969
|
+6%
|
|
|
27
|
MAI Capital Management
Independence,
Ohio
|
$216M
|
-$662K
|
-3,158
|
-0.3%
|
|
|
28
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$212M
|
+$58.1M
|
+277,046
|
+38%
|
|
|
29
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$210M
|
+$57M
|
+271,834
|
+38%
|
|
|
30
|
SoFi Wealth
San Francisco,
California
|
$207M
|
+$2.24M
|
+10,708
|
+1%
|
|
|
31
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$205M
|
+$42.4M
|
+202,198
|
+26%
|
|
|
32
|
JB Capital
Wethersfield,
Connecticut
|
$195M
|
+$57.4M
|
+273,921
|
+42%
|
|
|
33
|
NewEdge Advisors
New Orleans,
Louisiana
|
$194M
|
+$44.3M
|
+211,545
|
+30%
|
|
|
34
|
Fidelity Investments
Boston,
Massachusetts
|
$174M
|
-$1.43M
|
-6,815
|
-0.8%
|
|
|
35
|
M&T Bank
Buffalo,
New York
|
$174M
|
-$6.25M
|
-29,826
|
-4%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$157M
|
+$4.73M
|
+22,553
|
+3%
|
|
|
37
|
United Capital Financial Advisors
Irving,
Texas
|
$155M
|
+$40.8M
|
+194,625
|
+36%
|
|
|
38
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$146M
|
+$5.9M
|
+28,170
|
+4%
|
|
|
39
|
HighTower Advisors
Chicago,
Illinois
|
$140M
|
+$1.05M
|
+4,997
|
+0.8%
|
|
|
40
|
LVZ Inc
Holland,
Michigan
|
$126M
|
-$680K
|
-3,246
|
-0.5%
|
|
|
41
|
Truist Financial
Charlotte,
North Carolina
|
$125M
|
+$9.67M
|
+46,151
|
+8%
|
|
|
42
|
Calamos Wealth Management
Naperville,
Illinois
|
$124M
|
+$1.74M
|
+8,292
|
+1%
|
|
|
43
|
Huntington National Bank
Columbus,
Ohio
|
$114M
|
–
|
–
|
–
|
|
|
44
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$111M
|
+$32.6M
|
+155,790
|
+42%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$109M
|
+$19M
|
+90,770
|
+21%
|
|
|
46
|
Jones Financial Companies
Des Peres,
Missouri
|
$103M
|
+$12.1M
|
+57,829
|
+14%
|
|
|
47
|
US Bancorp
Minneapolis,
Minnesota
|
$99M
|
+$15.9M
|
+75,697
|
+19%
|
|
|
48
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$96M
|
-$5.58M
|
-26,643
|
-6%
|
|
|
49
|
Ascent Group
Virginia Beach,
Virginia
|
$90.5M
|
+$24.5M
|
+116,756
|
+38%
|
|
|
50
|
Rockefeller Capital Management
New York
|
$86.8M
|
+$13.3M
|
+63,695
|
+18%
|
|
