|
26
|
Mather Group
Chicago,
Illinois
|
$49.1M
|
-$166M
|
-6,355,645
|
-77%
|
|
|
27
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$49.1M
|
+$3.89M
|
+149,337
|
+9%
|
|
|
28
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$45M
|
+$1.54M
|
+59,231
|
+4%
|
|
|
29
|
Voya Financial Advisors
Windsor,
Connecticut
|
$42.8M
|
+$1.2M
|
+46,150
|
+3%
|
|
|
30
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$42.4M
|
-$61.6M
|
-2,363,992
|
-59%
|
|
|
31
|
McMorgan & Co
San Francisco,
California
|
$39.5M
|
-$312K
|
-11,982
|
-0.8%
|
|
|
32
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$39.3M
|
+$14.5M
|
+555,338
|
+59%
|
|
|
33
|
MA Private Wealth
San Carlos,
California
|
$38.6M
|
+$1.72M
|
+65,899
|
+5%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.9M
|
+$774K
|
+29,702
|
+2%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$33M
|
+$5.15M
|
+197,518
|
+19%
|
|
|
36
|
SoFi Wealth
San Francisco,
California
|
$32M
|
+$2.14M
|
+81,968
|
+7%
|
|
|
37
|
Advisory Alpha
Holland,
Michigan
|
$28.3M
|
+$393K
|
+15,056
|
+1%
|
|
|
38
|
Raymond James Financial
St Petersburg,
Florida
|
$27.1M
|
-$453K
|
-17,388
|
-2%
|
|
|
39
|
Jump Financial
Chicago,
Illinois
|
$27M
|
+$17.2M
|
+661,490
|
+180%
|
|
|
40
|
Gradient Investments
Arden Hills,
Minnesota
|
$25M
|
+$3.99M
|
+153,041
|
+19%
|
|
|
41
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$24.3M
|
-$3.7M
|
-142,099
|
-13%
|
|
|
42
|
Wealthspire Advisors (New York)
New York
|
$22.8M
|
+$22.4M
|
+858,442
|
+7,004%
|
|
|
43
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$22.6M
|
+$9.25M
|
+354,660
|
+70%
|
|
|
44
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$22.6M
|
-$6.54M
|
-250,670
|
-23%
|
|
|
45
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$21.9M
|
+$8.96M
|
+343,627
|
+70%
|
|
|
46
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$21.9M
|
-$9.58M
|
-367,350
|
-31%
|
|
|
47
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$21.4M
|
-$24M
|
-921,096
|
-53%
|
|
|
48
|
Ameriprise
Minneapolis,
Minnesota
|
$21.2M
|
-$1.04M
|
-40,042
|
-5%
|
|
|
49
|
Charles Schwab
San Francisco,
California
|
$20.6M
|
-$224K
|
-8,600
|
-1%
|
|
|
50
|
Ascent Group
Virginia Beach,
Virginia
|
$19.4M
|
-$582K
|
-22,325
|
-3%
|
|
