|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24.9M
|
–
|
–
|
–
|
|
|
27
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$24.8M
|
-$1.21M
|
-6,389
|
-5%
|
|
|
28
|
|
$24.1M
|
-$701K
|
-3,692
|
-3%
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$21.8M
|
+$453K
|
+2,386
|
+2%
|
|
|
30
|
Morningstar Investment Services
Chicago,
Illinois
|
$21.7M
|
-$1.84M
|
-9,685
|
-8%
|
|
|
31
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$19.3M
|
-$919K
|
-4,843
|
-4%
|
|
|
32
|
F3Logic
Burnsville,
Minnesota
|
$18.4M
|
+$700K
|
+3,687
|
+4%
|
|
|
33
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$16.7M
|
-$209K
|
-1,100
|
-1%
|
|
|
34
|
Quest Investment Management
Lake Oswego,
Oregon
|
$15.9M
|
–
|
–
|
–
|
|
|
35
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$15.5M
|
+$90.3K
|
+476
|
+0.6%
|
|
|
36
|
MML Investors Services
Springfield,
Massachusetts
|
$15.4M
|
+$264K
|
+1,391
|
+2%
|
|
|
37
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$14.8M
|
+$600K
|
+3,164
|
+4%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.6M
|
-$3.25M
|
-17,136
|
-19%
|
|
|
39
|
BHK Investment Advisors
Birmingham,
Alabama
|
$14.2M
|
+$2.14M
|
+11,297
|
+19%
|
|
|
40
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$14M
|
+$372K
|
+1,961
|
+3%
|
|
|
41
|
Truist Financial
Charlotte,
North Carolina
|
$13.4M
|
+$5.91M
|
+31,152
|
+86%
|
|
|
42
|
|
$12.8M
|
+$1.03M
|
+5,407
|
+9%
|
|
|
43
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$12.6M
|
+$205K
|
+1,081
|
+2%
|
|
|
44
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$12.6M
|
-$75.9K
|
-400
|
-0.6%
|
|
|
45
|
Asset Management Group
Stamford,
Connecticut
|
$12.2M
|
+$178K
|
+939
|
+2%
|
|
|
46
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12M
|
-$48.6K
|
-256
|
-0.4%
|
|
|
47
|
Spearhead Capital Advisors
Wellington,
Florida
|
$12M
|
+$116K
|
+611
|
+1%
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.9M
|
+$2.07M
|
+10,886
|
+22%
|
|
|
49
|
|
$11.1M
|
+$488K
|
+2,571
|
+5%
|
|
|
50
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$10.8M
|
-$210K
|
-1,107
|
-2%
|
|
