|
51
|
Corient Private Wealth
Miami,
Florida
|
$257M
|
-$46.4M
|
-691,254
|
-15%
|
|
|
52
|
Avantax Advisory Services
Dallas,
Texas
|
$249M
|
+$14.3M
|
+212,892
|
+6%
|
|
|
53
|
Natixis Advisors
Boston,
Massachusetts
|
$240M
|
+$161M
|
+2,403,096
|
+217%
|
|
|
54
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$236M
|
-$2.68M
|
-39,900
|
-1%
|
|
|
55
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$221M
|
+$1.34M
|
+19,950
|
+0.6%
|
|
|
56
|
Focus Partners Wealth
Boston,
Massachusetts
|
$220M
|
+$1.27M
|
+18,864
|
+0.6%
|
|
|
57
|
United Capital Financial Advisors
Irving,
Texas
|
$214M
|
-$3.59M
|
-53,478
|
-2%
|
|
|
58
|
Mather Group
Chicago,
Illinois
|
$212M
|
-$22.3M
|
-332,388
|
-10%
|
|
|
59
|
AssetMark Inc
Concord,
California
|
$210M
|
-$6.31M
|
-93,906
|
-3%
|
|
|
60
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$205M
|
+$12M
|
+179,064
|
+6%
|
|
|
61
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$204M
|
+$1.94M
|
+28,896
|
+1%
|
|
|
62
|
Garde Capital
Seattle,
Washington
|
$196M
|
-$2.74M
|
-40,776
|
-1%
|
|
|
63
|
Kestra Advisory Services
Austin,
Texas
|
$191M
|
+$20.4M
|
+304,296
|
+12%
|
|
|
64
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$189M
|
+$3.89M
|
+57,948
|
+2%
|
|
|
65
|
Merit Financial Group
Alpharetta,
Georgia
|
$189M
|
-$27.9M
|
-415,848
|
-13%
|
|
|
66
|
Wealthspire Advisors (New York)
New York
|
$187M
|
+$44.7M
|
+664,836
|
+32%
|
|
|
67
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$181M
|
+$48.5M
|
+721,908
|
+38%
|
|
|
68
|
Avior Wealth Management
Omaha,
Nebraska
|
$181M
|
+$47.4M
|
+705,936
|
+36%
|
|
|
69
|
|
$177M
|
-$14.9M
|
-222,486
|
-8%
|
|
|
70
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$176M
|
+$1.08M
|
+16,146
|
+0.6%
|
|
|
71
|
Private Advisor Group
Morristown,
New Jersey
|
$173M
|
+$3.69M
|
+54,870
|
+2%
|
|
|
72
|
CSM Advisors
Warrendale,
Pennsylvania
|
$172M
|
+$83.6M
|
+1,244,322
|
+98%
|
|
|
73
|
Brookstone Capital Management
Wheaton,
Illinois
|
$171M
|
+$8.97M
|
+133,530
|
+6%
|
|
|
74
|
Truepoint Inc
Cincinnati,
Ohio
|
$169M
|
-$3.99M
|
-59,418
|
-2%
|
|
|
75
|
NewEdge Advisors
New Orleans,
Louisiana
|
$168M
|
+$6.31M
|
+93,978
|
+4%
|
|
