|
26
|
Equitable Holdings
New York
|
$35M
|
+$654K
|
+12,919
|
+2%
|
|
|
27
|
Asio Capital
Lexington,
Kentucky
|
$32.5M
|
+$854K
|
+16,875
|
+3%
|
|
|
28
|
MAI Capital Management
Independence,
Ohio
|
$32.2M
|
+$32.2M
|
+637,423
|
New
|
|
|
29
|
AssetMark Inc
Concord,
California
|
$31.8M
|
+$25.4M
|
+501,766
|
+394%
|
|
|
30
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$31.2M
|
-$3.35M
|
-66,150
|
-10%
|
|
|
31
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$29.2M
|
-$20.2M
|
-399,568
|
-41%
|
|
|
32
|
MML Investors Services
Springfield,
Massachusetts
|
$28.6M
|
+$7.14M
|
+141,069
|
+33%
|
|
|
33
|
Tortoise Investment Management
White Plains,
New York
|
$26.8M
|
+$2.72M
|
+53,778
|
+11%
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26M
|
-$210K
|
-4,142
|
-0.8%
|
|
|
35
|
Nolet Wealth Management
Fort Worth,
Texas
|
$24.8M
|
+$24.8M
|
+490,456
|
New
|
|
|
36
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$23.7M
|
+$16.5M
|
+325,140
|
+1,181%
|
|
|
37
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$23.5M
|
-$373K
|
-7,379
|
-2%
|
|
|
38
|
ABLE Financial Group
Scottsdale,
Arizona
|
$23.1M
|
+$2.04M
|
+40,241
|
+10%
|
|
|
39
|
Bridgewater Advisors
New York
|
$23.1M
|
+$5.68M
|
+112,209
|
+33%
|
|
|
40
|
Mather Group
Chicago,
Illinois
|
$23M
|
+$1.53M
|
+30,238
|
+7%
|
|
|
41
|
Huntington National Bank
Columbus,
Ohio
|
$22.3M
|
–
|
–
|
–
|
|
|
42
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.1M
|
+$2.61M
|
+51,540
|
+13%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$22M
|
+$727K
|
+14,363
|
+3%
|
|
|
44
|
Larson Financial Group
St Louis,
Missouri
|
$22M
|
+$1.46M
|
+28,878
|
+7%
|
|
|
45
|
Avidian Wealth Enterprises
Houston,
Texas
|
$21.6M
|
+$390K
|
+7,717
|
+2%
|
|
|
46
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$21.4M
|
+$1M
|
+19,808
|
+5%
|
|
|
47
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$20.5M
|
+$15.9M
|
+314,801
|
+349%
|
|
|
48
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$20.3M
|
+$738K
|
+14,590
|
+4%
|
|
|
49
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$19.7M
|
-$1.04M
|
-20,514
|
-5%
|
|
|
50
|
Stephens Consulting
Flint,
Michigan
|
$18.8M
|
+$130K
|
+2,577
|
+0.7%
|
|
