|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38.9M
|
+$4.44M
|
+79,045
|
+13%
|
|
|
27
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$36.2M
|
-$11.6M
|
-207,438
|
-24%
|
|
|
28
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$32.9M
|
-$2.86M
|
-50,884
|
-8%
|
|
|
29
|
|
$32.6M
|
+$23.3M
|
+415,382
|
+254%
|
|
|
30
|
Cary Street Partners
Richmond,
Virginia
|
$29.5M
|
+$29.4M
|
+523,027
|
New
|
|
|
31
|
Marks Wealth
Annapolis,
Maryland
|
$29.3M
|
+$27.6M
|
+491,445
|
+1,723%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$29M
|
-$4.96M
|
-88,344
|
-15%
|
|
|
33
|
WNY Asset Management
Williamsville,
New York
|
$28.2M
|
+$19.8M
|
+352,767
|
+241%
|
|
|
34
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$27.9M
|
-$1.45M
|
-25,854
|
-5%
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$27.8M
|
+$2.14M
|
+38,187
|
+8%
|
|
|
36
|
Atria Wealth Solutions
New York
|
$27.1M
|
+$3.28M
|
+58,470
|
+14%
|
|
|
37
|
Equitable Holdings
New York
|
$27.1M
|
+$854K
|
+15,204
|
+3%
|
|
|
38
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$26.2M
|
+$1.09M
|
+19,474
|
+4%
|
|
|
39
|
American Trust
Lexington,
Kentucky
|
$25.1M
|
-$1.67M
|
-29,712
|
-6%
|
|
|
40
|
Rockefeller Capital Management
New York
|
$24.9M
|
+$3M
|
+53,367
|
+14%
|
|
|
41
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$23.6M
|
+$362K
|
+6,452
|
+2%
|
|
|
42
|
Franklin Resources
San Mateo,
California
|
$23.3M
|
+$1.96M
|
+34,941
|
+9%
|
|
|
43
|
Financially Speaking
Greenwood Village,
Colorado
|
$22.9M
|
+$22.8M
|
+405,964
|
New
|
|
|
44
|
Mariner
Overland Park,
Kansas
|
$22.9M
|
+$4.94M
|
+88,034
|
+28%
|
|
|
45
|
James Reed Financial Services
Cleveland,
Ohio
|
$22.3M
|
+$22.2M
|
+395,989
|
New
|
|
|
46
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$22.3M
|
+$1.01M
|
+17,996
|
+5%
|
|
|
47
|
SBI Securities
Tokyo,
Japan
|
$20.7M
|
+$20.6M
|
+367,469
|
New
|
|
|
48
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$20.7M
|
+$10.6M
|
+188,891
|
+106%
|
|
|
49
|
NewEdge Advisors
New Orleans,
Louisiana
|
$20.5M
|
+$5.55M
|
+98,947
|
+37%
|
|
|
50
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$20M
|
-$161K
|
-2,868
|
-0.8%
|
|
