|
51
|
SVB Wealth
Boston,
Massachusetts
|
$70M
|
-$50.4M
|
-396,112
|
-43%
|
|
|
52
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$69.7M
|
+$41.3M
|
+324,319
|
+168%
|
|
|
53
|
Atria Wealth Solutions
New York
|
$66.4M
|
+$5.06M
|
+39,742
|
+9%
|
|
|
54
|
NewEdge Advisors
New Orleans,
Louisiana
|
$64.7M
|
+$5.02M
|
+39,480
|
+9%
|
|
|
55
|
Synovus Financial
Columbus,
Georgia
|
$63.4M
|
-$857K
|
-6,740
|
-1%
|
|
|
56
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$63.3M
|
-$11.7M
|
-91,609
|
-16%
|
|
|
57
|
D.A. Davidson & Co
Great Falls,
Montana
|
$62.6M
|
+$1.36M
|
+10,701
|
+2%
|
|
|
58
|
Cetera Advisor Networks
El Segundo,
California
|
$60.4M
|
+$1.17M
|
+9,181
|
+2%
|
|
|
59
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$60.3M
|
-$1.93M
|
-15,210
|
-3%
|
|
|
60
|
Unison Advisors
Washington,
District of Columbia
|
$59.9M
|
-$69.6K
|
-547
|
-0.1%
|
|
|
61
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$59.9M
|
-$4.22M
|
-33,140
|
-7%
|
|
|
62
|
Cresset Asset Management
Chicago,
Illinois
|
$57.7M
|
+$12.5M
|
+98,485
|
+30%
|
|
|
63
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$57.4M
|
-$218K
|
-1,714
|
-0.4%
|
|
|
64
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$56.4M
|
+$4.02M
|
+31,641
|
+8%
|
|
|
65
|
Baker Avenue Asset Management
San Francisco,
California
|
$55.6M
|
+$5.49M
|
+43,140
|
+12%
|
|
|
66
|
1900 Wealth Management
San Antonio,
Texas
|
$54.7M
|
-$4.04M
|
-31,734
|
-7%
|
|
|
67
|
US Bancorp
Minneapolis,
Minnesota
|
$52.7M
|
-$2.6M
|
-20,461
|
-5%
|
|
|
68
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$52.6M
|
+$37.8M
|
+297,429
|
+322%
|
|
|
69
|
Schoolcraft Capital
Boulder,
Colorado
|
$52M
|
-$1.58M
|
-12,404
|
-3%
|
|
|
70
|
Cable Hill Partners
Portland,
Oregon
|
$49.8M
|
+$769K
|
+6,049
|
+2%
|
|
|
71
|
Intelligence Driven Advisers
Carlsbad,
California
|
$49.7M
|
-$2.68M
|
-21,049
|
-5%
|
|
|
72
|
Pinnacle Associates
New York
|
$49.4M
|
+$2.03M
|
+15,948
|
+5%
|
|
|
73
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$49M
|
+$1.91M
|
+15,000
|
+4%
|
|
|
74
|
Trilogy Capital
Irvine,
California
|
$47.7M
|
-$2.3M
|
-18,081
|
-5%
|
|
|
75
|
CreativeOne Wealth
Overland Park,
Kansas
|
$45.7M
|
+$1.8M
|
+14,148
|
+4%
|
|
