|
76
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31.9M
|
+$14.5M
|
+136,210
|
+78%
|
|
|
77
|
Beacon Pointe Advisors
Newport Beach,
California
|
$31.7M
|
+$998K
|
+9,392
|
+3%
|
|
|
78
|
One Capital Management
Westlake Village,
California
|
$31.4M
|
+$9.47M
|
+89,042
|
+41%
|
|
|
79
|
Aspiriant LLC
Los Angeles,
California
|
$31.2M
|
-$13.2M
|
-123,980
|
-29%
|
|
|
80
|
Allworth Financial
Folsom,
California
|
$30.6M
|
+$8.16M
|
+76,789
|
+35%
|
|
|
81
|
1900 Wealth Management
San Antonio,
Texas
|
$30.3M
|
+$1.81M
|
+17,048
|
+6%
|
|
|
82
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$30.2M
|
+$2.26M
|
+21,268
|
+8%
|
|
|
83
|
Connectus Wealth
Cincinnati,
Ohio
|
$28.7M
|
-$452K
|
-4,254
|
-1%
|
|
|
84
|
PFS Investments
Duluth,
Georgia
|
$28.2M
|
+$506K
|
+4,761
|
+2%
|
|
|
85
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$28.1M
|
-$19.8M
|
-186,421
|
-40%
|
|
|
86
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$27.9M
|
-$39.1M
|
-367,980
|
Closed
|
|
|
87
|
AllianceBernstein
Nashville,
Tennessee
|
$26.2M
|
+$10.2M
|
+95,779
|
+60%
|
|
|
88
|
Parcion Private Wealth
Bellevue,
Washington
|
$25.8M
|
+$13.5M
|
+127,056
|
+102%
|
|
|
89
|
Soros Fund Management
New York
|
$24.8M
|
–
|
–
|
–
|
|
|
90
|
Choate Investment Advisors
Boston,
Massachusetts
|
$24.3M
|
+$143K
|
+1,344
|
+0.6%
|
|
|
91
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$24M
|
-$2.3M
|
-21,604
|
-8%
|
|
|
92
|
Huntington National Bank
Columbus,
Ohio
|
$23.8M
|
–
|
–
|
–
|
|
|
93
|
|
$23.7M
|
+$759K
|
+7,140
|
+3%
|
|
|
94
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22.9M
|
+$7.14M
|
+67,160
|
+44%
|
|
|
95
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.8M
|
+$3.86M
|
+36,300
|
+19%
|
|
|
96
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$22.2M
|
+$1.5M
|
+14,114
|
+7%
|
|
|
97
|
IFP Advisors
Tampa,
Florida
|
$21.7M
|
+$4.28M
|
+40,234
|
+25%
|
|
|
98
|
Prudential Financial
Newark,
New Jersey
|
$21.7M
|
+$6.98M
|
+65,611
|
+45%
|
|
|
99
|
Column Capital Advisors
Indianapolis,
Indiana
|
$21.5M
|
+$21M
|
+197,809
|
+62%
|
|
|
100
|
Icon Wealth Advisors
Houston,
Texas
|
$21.2M
|
+$22M
|
+207,106
|
New
|
|
