|
26
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.73M
|
+$637K
|
+9,872
|
+20%
|
|
|
27
|
MML Investors Services
Springfield,
Massachusetts
|
$3.48M
|
+$3.6M
|
+55,748
|
New
|
|
|
28
|
Destiny Wealth Partners
Tavares,
Florida
|
$3.41M
|
+$608K
|
+9,430
|
+21%
|
|
|
29
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$3.37M
|
-$21.9K
|
-340
|
-0.6%
|
|
|
30
|
Balentine LLC
Atlanta,
Georgia
|
$2.98M
|
-$185K
|
-2,865
|
-6%
|
|
|
31
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.81M
|
+$106K
|
+1,639
|
+4%
|
|
|
32
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.66M
|
-$216K
|
-3,352
|
-7%
|
|
|
33
|
Cresset Asset Management
Chicago,
Illinois
|
$2.49M
|
–
|
–
|
–
|
|
|
34
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.46M
|
+$44.6K
|
+692
|
+2%
|
|
|
35
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$2.37M
|
-$39.9K
|
-619
|
-2%
|
|
|
36
|
Act Wealth Management
Plano,
Texas
|
$2.28M
|
+$70.4K
|
+1,092
|
+3%
|
|
|
37
|
Atria Wealth Solutions
New York
|
$1.97M
|
-$95.8K
|
-1,486
|
-4%
|
|
|
38
|
Convergence Financial
Columbia,
Missouri
|
$1.96M
|
-$43.9K
|
-681
|
-2%
|
|
|
39
|
Corient Private Wealth
Miami,
Florida
|
$1.88M
|
-$50.7K
|
-786
|
-3%
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.73M
|
+$617K
|
+9,562
|
+53%
|
|
|
41
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.63M
|
-$208K
|
-3,231
|
-11%
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$1.6M
|
+$210K
|
+3,250
|
+15%
|
|
|
43
|
Raymond James Financial
St Petersburg,
Florida
|
$1.6M
|
+$405K
|
+6,275
|
+32%
|
|
|
44
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.5M
|
+$13.2K
|
+204
|
+0.9%
|
|
|
45
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.43M
|
+$60.4K
|
+936
|
+4%
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.39M
|
+$195K
|
+3,019
|
+16%
|
|
|
47
|
Mercer Global Advisors
Denver,
Colorado
|
$1.22M
|
–
|
–
|
–
|
|
|
48
|
LVW Advisors
Pittsford,
New York
|
$1.15M
|
-$4.15M
|
-64,398
|
-78%
|
|
|
49
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.12M
|
+$72.7K
|
+1,127
|
+7%
|
|
|
50
|
CX Institutional
Auburn,
Indiana
|
$1.01M
|
-$144K
|
-2,231
|
-12%
|
|
