|
26
|
Equitable Holdings
New York
|
$37.1M
|
+$2.07M
|
+40,791
|
+6%
|
|
|
27
|
Collective Family Office
York,
Pennsylvania
|
$36.1M
|
+$563K
|
+11,107
|
+2%
|
|
|
28
|
Bailard
Foster City,
California
|
$34M
|
-$5.8M
|
-114,451
|
-14%
|
|
|
29
|
Corient Private Wealth
Miami,
Florida
|
$33.8M
|
-$3.23M
|
-63,650
|
-9%
|
|
|
30
|
|
$32.8M
|
+$28.9M
|
+570,812
|
+667%
|
|
|
31
|
MAI Capital Management
Independence,
Ohio
|
$32.7M
|
+$822K
|
+16,216
|
+3%
|
|
|
32
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31.6M
|
+$5.94M
|
+117,110
|
+23%
|
|
|
33
|
TIAA Wealth Investment Management
New York
|
$31.2M
|
+$31.7M
|
+625,027
|
New
|
|
|
34
|
AssetMark Inc
Concord,
California
|
$30.9M
|
-$505K
|
-9,965
|
-2%
|
|
|
35
|
Tortoise Investment Management
White Plains,
New York
|
$29.6M
|
+$3.09M
|
+60,992
|
+12%
|
|
|
36
|
Bridgewater Advisors
New York
|
$29.1M
|
+$6.34M
|
+124,986
|
+27%
|
|
|
37
|
MML Investors Services
Springfield,
Massachusetts
|
$28.2M
|
-$161K
|
-3,172
|
-0.6%
|
|
|
38
|
ABLE Financial Group
Scottsdale,
Arizona
|
$24.6M
|
+$1.71M
|
+33,687
|
+7%
|
|
|
39
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.3M
|
+$2.41M
|
+47,596
|
+11%
|
|
|
40
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$24.1M
|
+$12.5M
|
+245,980
|
+104%
|
|
|
41
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$24M
|
+$5.63M
|
+111,139
|
+30%
|
|
|
42
|
Larson Financial Group
St Louis,
Missouri
|
$24M
|
+$2.22M
|
+43,847
|
+10%
|
|
|
43
|
Avidian Wealth Enterprises
Houston,
Texas
|
$23.8M
|
+$2.52M
|
+49,705
|
+12%
|
|
|
44
|
Mather Group
Chicago,
Illinois
|
$23.8M
|
+$1.04M
|
+20,604
|
+5%
|
|
|
45
|
Nolet Wealth Management
Fort Worth,
Texas
|
$23.4M
|
-$1.09M
|
-21,493
|
-4%
|
|
|
46
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$22.4M
|
+$1.32M
|
+26,027
|
+6%
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$21.7M
|
+$12.1M
|
+238,476
|
+122%
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$21.6M
|
-$120K
|
-2,376
|
-0.5%
|
|
|
49
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$20.7M
|
+$532K
|
+10,488
|
+3%
|
|
|
50
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$19.2M
|
+$2.57M
|
+50,744
|
+15%
|
|
