|
51
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$77M
|
+$16.4M
|
+178,094
|
+29%
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$76.8M
|
+$6.85M
|
+74,236
|
+10%
|
|
|
53
|
Summit Financial Strategies
Columbus,
Ohio
|
$75.7M
|
-$4.09M
|
-44,312
|
-5%
|
|
|
54
|
SNS Financial Group
Minneapolis,
Minnesota
|
$75.7M
|
+$72.4M
|
+784,880
|
New
|
|
|
55
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$72.4M
|
-$486K
|
-5,275
|
-0.7%
|
|
|
56
|
Mission Wealth Management
Santa Barbara,
California
|
$69.8M
|
+$14.7M
|
+159,573
|
+28%
|
|
|
57
|
Corient Private Wealth
Miami,
Florida
|
$69.1M
|
-$28.6M
|
-310,123
|
-30%
|
|
|
58
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$68.4M
|
+$18.1M
|
+196,173
|
+38%
|
|
|
59
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$68M
|
+$14.9M
|
+161,585
|
+30%
|
|
|
60
|
Fidelity Investments
Boston,
Massachusetts
|
$65.9M
|
+$1.71M
|
+18,510
|
+3%
|
|
|
61
|
Atwood & Palmer
Kansas City,
Missouri
|
$65.1M
|
+$285K
|
+3,089
|
+0.5%
|
|
|
62
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64.6M
|
+$11.8M
|
+128,043
|
+24%
|
|
|
63
|
|
$62.7M
|
+$59.9M
|
+650,000
|
New
|
|
|
64
|
Falcon Wealth Planning
Ontario,
California
|
$61.1M
|
+$2.99M
|
+32,468
|
+5%
|
|
|
65
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$60.6M
|
+$7.56M
|
+81,929
|
+15%
|
|
|
66
|
Park Avenue Securities
New York
|
$59.2M
|
+$602K
|
+6,530
|
+1%
|
|
|
67
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$58.9M
|
-$847K
|
-9,190
|
-1%
|
|
|
68
|
Waddell & Associates
Memphis,
Tennessee
|
$54.8M
|
-$235K
|
-2,551
|
-0.4%
|
|
|
69
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$53.5M
|
-$1.66M
|
-18,028
|
-3%
|
|
|
70
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$49.8M
|
+$14.9M
|
+161,161
|
+45%
|
|
|
71
|
Foster & Motley
Cincinnati,
Ohio
|
$49.7M
|
-$552K
|
-5,984
|
-1%
|
|
|
72
|
Financial Plan Inc
Bellingham,
Washington
|
$49.3M
|
+$477K
|
+5,175
|
+1%
|
|
|
73
|
Tarbox Family Office
Newport Beach,
California
|
$48.9M
|
-$932K
|
-10,104
|
-2%
|
|
|
74
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$47.8M
|
+$355K
|
+3,851
|
+0.8%
|
|
|
75
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$47.1M
|
-$8.17M
|
-88,606
|
-15%
|
|
