|
1
|
|
$148M
|
+$144M
|
+5,300,530
|
+1,438%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$64.5M
|
+$11.9M
|
+437,937
|
+22%
|
|
|
3
|
|
$52.4M
|
+$23.3M
|
+856,376
|
+75%
|
|
|
4
|
Naviter Wealth
Little Rock,
Arkansas
|
$48.6M
|
+$4.7M
|
+172,742
|
+10%
|
|
|
5
|
Litman Gregory Wealth Management
Larkspur,
California
|
$38.8M
|
+$13.6M
|
+498,845
|
+51%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.9M
|
+$123K
|
+4,527
|
+0.3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.5M
|
+$34.7M
|
+1,273,302
|
+2,733%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.4M
|
-$17.7M
|
-649,485
|
-33%
|
|
|
9
|
Parcion Private Wealth
Bellevue,
Washington
|
$31.8M
|
+$33.1M
|
+1,216,261
|
New
|
|
|
10
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$27.8M
|
+$692K
|
+25,421
|
+2%
|
|
|
11
|
Goldstein Advisors
Madison,
Wisconsin
|
$25.4M
|
-$1.82M
|
-66,904
|
-6%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$19M
|
+$2.53M
|
+92,820
|
+15%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$17.8M
|
+$18.5M
|
+680,216
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.9M
|
+$9.17M
|
+336,869
|
+146%
|
|
|
15
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$14.4M
|
-$3.06M
|
-112,590
|
-17%
|
|
|
16
|
Valmark Advisers
Akron,
Ohio
|
$13.2M
|
-$1.38M
|
-50,609
|
-9%
|
|
|
17
|
Family Investment Center
Saint Joseph,
Missouri
|
$12.1M
|
+$629K
|
+23,100
|
+5%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$11.6M
|
+$2.14M
|
+78,591
|
+22%
|
|
|
19
|
ALM First Financial Advisors
Dallas,
Texas
|
$11.3M
|
+$1.77M
|
+65,064
|
+18%
|
|
|
20
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$10.9M
|
+$667K
|
+24,514
|
+6%
|
|
|
21
|
Evelyn Partners Asset Management
London,
|
$10.3M
|
+$10.7M
|
+392,603
|
New
|
|
|
22
|
Austin Wealth Management
Austin,
Texas
|
$10.1M
|
+$1.57M
|
+57,506
|
+18%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$8.42M
|
+$2.49M
|
+91,578
|
+40%
|
|
|
24
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$8.38M
|
+$7.86M
|
+288,680
|
+913%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$8.19M
|
+$1.04M
|
+38,255
|
+14%
|
|
