|
51
|
Parkside Advisors
Berkeley,
California
|
$26.4M
|
+$619K
|
+13,534
|
+2%
|
|
|
52
|
SoFi Wealth
San Francisco,
California
|
$25.3M
|
+$24.5M
|
+535,827
|
+5,358%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$24.8M
|
+$761K
|
+16,648
|
+3%
|
|
|
54
|
MML Investors Services
Springfield,
Massachusetts
|
$24.5M
|
-$633K
|
-13,846
|
-3%
|
|
|
55
|
Merit Financial Group
Alpharetta,
Georgia
|
$24.4M
|
+$6.97M
|
+152,405
|
+41%
|
|
|
56
|
1607 Capital Partners
Richmond,
Virginia
|
$23.5M
|
+$4.27M
|
+93,400
|
+23%
|
|
|
57
|
Intelligence Driven Advisers
Carlsbad,
California
|
$23.5M
|
-$1.1M
|
-24,084
|
-5%
|
|
|
58
|
Manning & Napier Advisors
Fairport,
New York
|
$22.4M
|
-$162K
|
-3,549
|
-0.7%
|
|
|
59
|
US Bancorp
Minneapolis,
Minnesota
|
$22.3M
|
+$554K
|
+12,115
|
+3%
|
|
|
60
|
D.J. St. Germain
Springfield,
Massachusetts
|
$22.3M
|
+$10.2K
|
+222
|
+0%
|
|
|
61
|
Atria Wealth Solutions
New York
|
$21.7M
|
-$275K
|
-6,012
|
-1%
|
|
|
62
|
Zurich Insurance Group
Zurich,
Switzerland
|
$21.7M
|
–
|
–
|
–
|
|
|
63
|
Bell Bank
Fargo,
North Dakota
|
$21.4M
|
+$10.4M
|
+226,388
|
+96%
|
|
|
64
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.9M
|
-$14.8M
|
-324,148
|
-42%
|
|
|
65
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$20.1M
|
+$19.9M
|
+434,975
|
New
|
|
|
66
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$19.1M
|
-$3.99M
|
-87,190
|
-17%
|
|
|
67
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$18.8M
|
-$1.76M
|
-38,547
|
-9%
|
|
|
68
|
Allworth Financial
Folsom,
California
|
$18.1M
|
-$1.33M
|
-28,993
|
-7%
|
|
|
69
|
Pathstone Holdings
Englewood,
New Jersey
|
$18.1M
|
+$9.1M
|
+198,955
|
+104%
|
|
|
70
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.8M
|
+$1.76M
|
+38,532
|
+11%
|
|
|
71
|
Capital Insight Partners
Scottsdale,
Arizona
|
$17.5M
|
+$752K
|
+16,447
|
+5%
|
|
|
72
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$17.1M
|
+$2.65M
|
+58,048
|
+19%
|
|
|
73
|
Quantum Financial Advisors
El Segundo,
California
|
$16.9M
|
+$814K
|
+17,800
|
+5%
|
|
|
74
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$16.4M
|
+$413K
|
+9,024
|
+3%
|
|
|
75
|
Courier Capital
Buffalo,
New York
|
$16.2M
|
+$3.11M
|
+68,069
|
+24%
|
|
