|
51
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$59.1M
|
+$11M
|
+132,102
|
+22%
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$58.2M
|
+$24.5M
|
+295,256
|
+69%
|
|
|
53
|
Atwood & Palmer
Kansas City,
Missouri
|
$54.1M
|
+$582K
|
+7,005
|
+1%
|
|
|
54
|
Fidelity Investments
Boston,
Massachusetts
|
$53.6M
|
+$2.13M
|
+25,671
|
+4%
|
|
|
55
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$50.4M
|
-$1.31M
|
-15,719
|
-2%
|
|
|
56
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$50M
|
-$1.8M
|
-21,637
|
-3%
|
|
|
57
|
Park Avenue Securities
New York
|
$48.9M
|
+$2.89M
|
+34,750
|
+6%
|
|
|
58
|
Falcon Wealth Planning
Ontario,
California
|
$48.4M
|
+$49.9M
|
+600,510
|
New
|
|
|
59
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$46.5M
|
+$2.28M
|
+27,407
|
+5%
|
|
|
60
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$46.2M
|
-$818K
|
-9,851
|
-2%
|
|
|
61
|
Waddell & Associates
Memphis,
Tennessee
|
$46M
|
+$1.28M
|
+15,455
|
+3%
|
|
|
62
|
Mission Wealth Management
Santa Barbara,
California
|
$45.5M
|
+$2.86M
|
+34,485
|
+7%
|
|
|
63
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$44M
|
+$1.28M
|
+15,385
|
+3%
|
|
|
64
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$43.7M
|
+$6.85M
|
+82,523
|
+18%
|
|
|
65
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43.6M
|
+$6.59M
|
+79,365
|
+17%
|
|
|
66
|
Bank of New York Mellon
New York
|
$42.6M
|
+$26.5M
|
+318,588
|
+151%
|
|
|
67
|
Foster & Motley
Cincinnati,
Ohio
|
$42M
|
-$1,000K
|
-12,037
|
-2%
|
|
|
68
|
Tarbox Family Office
Newport Beach,
California
|
$41.6M
|
-$545K
|
-6,565
|
-1%
|
|
|
69
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$41.3M
|
+$1.28M
|
+15,457
|
+3%
|
|
|
70
|
Financial Plan Inc
Bellingham,
Washington
|
$40.8M
|
+$2.74M
|
+32,981
|
+7%
|
|
|
71
|
Private Advisor Group
Morristown,
New Jersey
|
$40.2M
|
+$513K
|
+6,180
|
+1%
|
|
|
72
|
McLean Asset Management
Tysons,
Virginia
|
$39.6M
|
+$2.2M
|
+26,541
|
+6%
|
|
|
73
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$39.6M
|
+$1.27M
|
+15,283
|
+3%
|
|
|
74
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$39.5M
|
-$1.48M
|
-17,776
|
-3%
|
|
|
75
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$37.5M
|
+$889K
|
+10,704
|
+2%
|
|
