|
51
|
SoFi Wealth
San Francisco,
California
|
$26.9M
|
+$1.56M
|
+34,071
|
+6%
|
|
|
52
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$25.3M
|
-$12.6M
|
-274,301
|
-33%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$25M
|
+$207K
|
+4,529
|
+0.8%
|
|
|
54
|
Rockefeller Capital Management
New York
|
$24.6M
|
+$9.36M
|
+204,572
|
+63%
|
|
|
55
|
MML Investors Services
Springfield,
Massachusetts
|
$23.5M
|
-$1.01M
|
-22,054
|
-4%
|
|
|
56
|
Intelligence Driven Advisers
Carlsbad,
California
|
$23.3M
|
-$224K
|
-4,898
|
-1%
|
|
|
57
|
1607 Capital Partners
Richmond,
Virginia
|
$22.7M
|
-$815K
|
-17,800
|
-4%
|
|
|
58
|
Pathstone Holdings
Englewood,
New Jersey
|
$22.5M
|
+$4.35M
|
+95,144
|
+24%
|
|
|
59
|
US Bancorp
Minneapolis,
Minnesota
|
$22.3M
|
-$61.8K
|
-1,350
|
-0.3%
|
|
|
60
|
D.J. St. Germain
Springfield,
Massachusetts
|
$21.9M
|
-$428K
|
-9,356
|
-2%
|
|
|
61
|
Zurich Insurance Group
Zurich,
Switzerland
|
$21.7M
|
–
|
–
|
–
|
|
|
62
|
Hamilton Capital
Columbus,
Ohio
|
$21.6M
|
+$9.22M
|
+201,487
|
+76%
|
|
|
63
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$21.2M
|
+$2.11M
|
+46,141
|
+11%
|
|
|
64
|
Bell Bank
Fargo,
North Dakota
|
$20.7M
|
-$751K
|
-16,405
|
-4%
|
|
|
65
|
Courier Capital
Buffalo,
New York
|
$19.7M
|
+$3.44M
|
+75,218
|
+22%
|
|
|
66
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$19.6M
|
-$507K
|
-11,077
|
-3%
|
|
|
67
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19M
|
+$1.13M
|
+24,757
|
+6%
|
|
|
68
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$18.8M
|
+$72.4K
|
+1,583
|
+0.4%
|
|
|
69
|
Allworth Financial
Folsom,
California
|
$17.9M
|
-$398K
|
-8,698
|
-2%
|
|
|
70
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$17.5M
|
+$328K
|
+7,172
|
+2%
|
|
|
71
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$16.8M
|
+$379K
|
+8,275
|
+2%
|
|
|
72
|
Quantum Financial Advisors
El Segundo,
California
|
$16.6M
|
-$274K
|
-5,990
|
-2%
|
|
|
73
|
CreativeOne Wealth
Overland Park,
Kansas
|
$16.5M
|
+$529K
|
+11,559
|
+3%
|
|
|
74
|
Capital Insight Partners
Scottsdale,
Arizona
|
$15.8M
|
-$1.72M
|
-37,665
|
-10%
|
|
|
75
|
Vectors Research Management
New York
|
$15.7M
|
+$1.91M
|
+41,635
|
+14%
|
|
