|
26
|
Collective Family Office
York,
Pennsylvania
|
$36.9M
|
+$283K
|
+5,631
|
+0.8%
|
|
|
27
|
MML Investors Services
Springfield,
Massachusetts
|
$36.7M
|
+$8.06M
|
+160,031
|
+28%
|
|
|
28
|
TIAA Wealth Investment Management
New York
|
$34.9M
|
+$3.18M
|
+63,094
|
+10%
|
|
|
29
|
AllGen Financial Advisors
Orlando,
Florida
|
$33.7M
|
+$21.7M
|
+431,905
|
+186%
|
|
|
30
|
Tortoise Investment Management
White Plains,
New York
|
$33.6M
|
+$3.68M
|
+73,075
|
+12%
|
|
|
31
|
MAI Capital Management
Independence,
Ohio
|
$33.2M
|
+$84.3K
|
+1,675
|
+0.3%
|
|
|
32
|
Bailard
Foster City,
California
|
$33.1M
|
-$1.34M
|
-26,620
|
-4%
|
|
|
33
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$33M
|
+$8.53M
|
+169,499
|
+35%
|
|
|
34
|
HighTower Advisors
Chicago,
Illinois
|
$32.8M
|
-$8.87M
|
-176,249
|
-21%
|
|
|
35
|
AssetMark Inc
Concord,
California
|
$32.5M
|
+$1.15M
|
+22,831
|
+4%
|
|
|
36
|
Corient Private Wealth
Miami,
Florida
|
$30.4M
|
-$3.85M
|
-76,379
|
-11%
|
|
|
37
|
ABLE Financial Group
Scottsdale,
Arizona
|
$29.5M
|
+$4.59M
|
+91,102
|
+19%
|
|
|
38
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28M
|
+$3.36M
|
+66,698
|
+14%
|
|
|
39
|
Larson Financial Group
St Louis,
Missouri
|
$27.2M
|
+$2.95M
|
+58,533
|
+12%
|
|
|
40
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$26.4M
|
+$7.14M
|
+141,861
|
+37%
|
|
|
41
|
Mather Group
Chicago,
Illinois
|
$26.2M
|
+$2.1M
|
+41,722
|
+9%
|
|
|
42
|
Avidian Wealth Enterprises
Houston,
Texas
|
$25.5M
|
+$1.38M
|
+27,356
|
+6%
|
|
|
43
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$25.3M
|
+$1M
|
+19,938
|
+4%
|
|
|
44
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$24.6M
|
+$13.5M
|
+267,411
|
+123%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$24.1M
|
+$2.14M
|
+42,430
|
+10%
|
|
|
46
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$23.8M
|
+$4.33M
|
+85,964
|
+22%
|
|
|
47
|
Bridgewater Advisors
New York
|
$22.1M
|
-$6.83M
|
-135,627
|
-23%
|
|
|
48
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$21.9M
|
-$802K
|
-15,935
|
-4%
|
|
|
49
|
Wells Fargo
San Francisco,
California
|
$21.6M
|
-$410K
|
-8,151
|
-2%
|
|
|
50
|
Beacon Pointe Advisors
Newport Beach,
California
|
$20.3M
|
+$19.6M
|
+389,618
|
+3,436%
|
|
