|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$111M
|
-$754K
|
-13,284
|
-0.7%
|
|
|
27
|
Kestra Advisory Services
Austin,
Texas
|
$109M
|
+$6.85M
|
+120,535
|
+7%
|
|
|
28
|
Rockefeller Capital Management
New York
|
$90.2M
|
+$2.26M
|
+39,876
|
+3%
|
|
|
29
|
Enstar Group
Hamilton,
Bermuda
|
$87.9M
|
–
|
–
|
–
|
|
|
30
|
FAS Wealth Partners
Leawood,
Kansas
|
$87.6M
|
+$3.12M
|
+54,943
|
+4%
|
|
|
31
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$86M
|
-$883K
|
-15,551
|
-1%
|
|
|
32
|
First Foundation Advisors
Irvine,
California
|
$85.3M
|
+$3.55M
|
+62,517
|
+4%
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$83.3M
|
+$7.54M
|
+132,811
|
+10%
|
|
|
34
|
Clearstead Advisors
Cleveland,
Ohio
|
$77.9M
|
-$3.6M
|
-63,381
|
-4%
|
|
|
35
|
Allworth Financial
Folsom,
California
|
$66.7M
|
+$1.4M
|
+24,716
|
+2%
|
|
|
36
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$64.8M
|
+$18.1M
|
+319,253
|
+39%
|
|
|
37
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$61.3M
|
+$1.66M
|
+29,230
|
+3%
|
|
|
38
|
Cary Street Partners
Richmond,
Virginia
|
$60.4M
|
+$4.29M
|
+75,605
|
+8%
|
|
|
39
|
Franklin Resources
San Mateo,
California
|
$60M
|
-$24.7M
|
-435,065
|
-29%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$58.4M
|
+$836K
|
+14,729
|
+1%
|
|
|
41
|
Steward Partners Investment Advisory
New York
|
$56.2M
|
+$2.59M
|
+45,581
|
+5%
|
|
|
42
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$54.8M
|
+$205K
|
+3,616
|
+0.4%
|
|
|
43
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$54.4M
|
-$24.4M
|
-430,234
|
-31%
|
|
|
44
|
Focus Partners Wealth
Boston,
Massachusetts
|
$48.4M
|
+$3.83M
|
+67,490
|
+9%
|
|
|
45
|
Brookstone Capital Management
Wheaton,
Illinois
|
$47M
|
-$279K
|
-4,908
|
-0.6%
|
|
|
46
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$45.7M
|
+$7.99M
|
+140,717
|
+21%
|
|
|
47
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$44.7M
|
-$4.01M
|
-70,558
|
-8%
|
|
|
48
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$44.1M
|
+$1.69M
|
+29,773
|
+4%
|
|
|
49
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$42.8M
|
+$701K
|
+12,347
|
+2%
|
|
|
50
|
HUB Investment Partners
Austin,
Texas
|
$42M
|
+$2.73M
|
+48,002
|
+7%
|
|
