|
76
|
Peninsula Wealth
San Francisco,
California
|
$56.9M
|
+$17.1M
|
+198,857
|
+50%
|
|
|
77
|
Arvest Trust
Bartlesville,
Oklahoma
|
$56.4M
|
-$2.36M
|
-27,428
|
-4%
|
|
|
78
|
Charles Schwab
San Francisco,
California
|
$55.9M
|
-$2.85M
|
-33,077
|
-5%
|
|
|
79
|
Kestra Advisory Services
Austin,
Texas
|
$53.9M
|
+$11.6M
|
+135,084
|
+27%
|
|
|
80
|
SilverOak Wealth Management
Edina,
Minnesota
|
$53.7M
|
-$8.97K
|
-104
|
-0%
|
|
|
81
|
Steward Partners Investment Advisory
New York
|
$52.7M
|
+$10.5M
|
+121,822
|
+27%
|
|
|
82
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$52.3M
|
+$911K
|
+10,572
|
+2%
|
|
|
83
|
Allworth Financial
Folsom,
California
|
$52M
|
-$1.01M
|
-11,732
|
-2%
|
|
|
84
|
SCS Capital Management
Boston,
Massachusetts
|
$52M
|
+$919K
|
+10,656
|
+2%
|
|
|
85
|
Austin Private Wealth
Austin,
Texas
|
$51.9M
|
+$20.7M
|
+239,556
|
+74%
|
|
|
86
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$51.5M
|
+$48M
|
+556,594
|
New
|
|
|
87
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$51.4M
|
+$28.1M
|
+325,447
|
+141%
|
|
|
88
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$50.1M
|
+$1.09M
|
+12,689
|
+2%
|
|
|
89
|
Atria Investments
Charlotte,
North Carolina
|
$49.4M
|
+$14.1M
|
+164,054
|
+44%
|
|
|
90
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$49M
|
+$2.97M
|
+34,477
|
+7%
|
|
|
91
|
Rockefeller Capital Management
New York
|
$48.8M
|
+$1.74M
|
+20,131
|
+4%
|
|
|
92
|
Equitable Holdings
New York
|
$48.5M
|
-$11.6M
|
-134,467
|
-20%
|
|
|
93
|
Choreo LLC
Rockford,
Illinois
|
$47.2M
|
+$5.3M
|
+61,420
|
+14%
|
|
|
94
|
World Investment Advisors
Santa Barbara,
California
|
$46.9M
|
-$2.13M
|
-24,674
|
-6%
|
|
|
95
|
North Star Investment Management
Chicago,
Illinois
|
$46.7M
|
-$2.22M
|
-25,798
|
-5%
|
|
|
96
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$46.3M
|
-$954K
|
-11,064
|
-2%
|
|
|
97
|
Probity Advisors
Dallas,
Texas
|
$46.1M
|
+$736K
|
+8,536
|
+2%
|
|
|
98
|
Creative Planning
Overland Park,
Kansas
|
$45.4M
|
+$210K
|
+2,437
|
+0.5%
|
|
|
99
|
West Wealth Group
Irvine,
California
|
$45M
|
+$4.89M
|
+56,712
|
+13%
|
|
|
100
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$44.2M
|
-$466K
|
-5,406
|
-1%
|
|
