|
76
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$49M
|
+$13.6M
|
+126,223
|
+38%
|
|
|
77
|
Manning & Napier Group
Fairport,
New York
|
$47.4M
|
–
|
–
|
–
|
|
|
78
|
Raymond James & Associates
St Petersburg,
Florida
|
$47.3M
|
-$2.06M
|
-19,089
|
-4%
|
|
|
79
|
Forum Financial Management
Lombard,
Illinois
|
$47.2M
|
+$5.21M
|
+48,260
|
+12%
|
|
|
80
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$46.7M
|
+$573K
|
+5,310
|
+1%
|
|
|
81
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$45.7M
|
-$6.49M
|
-60,158
|
-12%
|
|
|
82
|
Foster Group
West Des Moines,
Iowa
|
$44.3M
|
-$53.3M
|
-493,859
|
-55%
|
|
|
83
|
SoFi Wealth
San Francisco,
California
|
$43.3M
|
+$2.77M
|
+25,703
|
+7%
|
|
|
84
|
AllianceBernstein
Nashville,
Tennessee
|
$42.7M
|
-$534K
|
-4,950
|
-1%
|
|
|
85
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$42.4M
|
+$4.99M
|
+46,264
|
+13%
|
|
|
86
|
Rockefeller Capital Management
New York
|
$41.2M
|
+$1.42M
|
+13,178
|
+4%
|
|
|
87
|
HSBC Holdings
London,
United Kingdom
|
$40.8M
|
+$1.09M
|
+10,099
|
+3%
|
|
|
88
|
Comerica Bank
Dallas,
Texas
|
$38.1M
|
-$502K
|
-4,649
|
-1%
|
|
|
89
|
Focus Partners Wealth
Boston,
Massachusetts
|
$37.6M
|
-$2.95M
|
-27,313
|
-7%
|
|
|
90
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$36.5M
|
+$5.93K
|
+55
|
+0%
|
|
|
91
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$36.4M
|
-$925K
|
-8,572
|
-2%
|
|
|
92
|
|
$35.8M
|
-$145M
|
-1,344,600
|
-80%
|
|
|
93
|
Austin Private Wealth
Austin,
Texas
|
$34.5M
|
-$953K
|
-8,830
|
-3%
|
|
|
94
|
Mosaic Advisors
Houston,
Texas
|
$34.4M
|
+$109K
|
+1,011
|
+0.3%
|
|
|
95
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$33.7M
|
+$29.2K
|
+271
|
+0.1%
|
|
|
96
|
Avantax Planning Partners
Dubuque,
Iowa
|
$33.7M
|
+$7.28M
|
+67,462
|
+27%
|
|
|
97
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$33.7M
|
+$13.4K
|
+124
|
+0%
|
|
|
98
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$33.5M
|
+$533K
|
+4,936
|
+2%
|
|
|
99
|
M&T Bank
Buffalo,
New York
|
$32.7M
|
-$24.6M
|
-228,033
|
-43%
|
|
|
100
|
|
$32.4M
|
-$241M
|
-2,235,473
|
-88%
|
|
