|
51
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$36.5M
|
-$344K
|
-1,139
|
-0.9%
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$35.8M
|
-$53.7M
|
-177,871
|
-60%
|
|
|
53
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$35.6M
|
+$286K
|
+949
|
+0.8%
|
|
|
54
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$35.2M
|
+$7.42M
|
+24,589
|
+27%
|
|
|
55
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34.8M
|
+$19.1M
|
+63,148
|
+122%
|
|
|
56
|
Pathstone Holdings
Englewood,
New Jersey
|
$34.4M
|
-$1.07M
|
-3,557
|
-3%
|
|
|
57
|
Congress Asset Management
Boston,
Massachusetts
|
$33.8M
|
+$21.5M
|
+71,162
|
+175%
|
|
|
58
|
NewEdge Advisors
New Orleans,
Louisiana
|
$33.1M
|
-$1.46M
|
-4,833
|
-4%
|
|
|
59
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$31.9M
|
+$1.64M
|
+5,421
|
+6%
|
|
|
60
|
Brickley Wealth Management
San Mateo,
California
|
$30.4M
|
+$41.6K
|
+138
|
+0.1%
|
|
|
61
|
Charles Schwab
San Francisco,
California
|
$30.3M
|
-$1.4M
|
-4,626
|
-4%
|
|
|
62
|
Comerica Bank
Dallas,
Texas
|
$28.5M
|
+$743K
|
+2,464
|
+3%
|
|
|
63
|
Vision Capital Management
Portland,
Oregon
|
$28M
|
-$2.81M
|
-9,314
|
-9%
|
|
|
64
|
BHK Investment Advisors
Birmingham,
Alabama
|
$27.7M
|
+$2.45M
|
+8,134
|
+10%
|
|
|
65
|
Kestra Advisory Services
Austin,
Texas
|
$27.4M
|
+$3.38M
|
+11,208
|
+14%
|
|
|
66
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$26.4M
|
+$659K
|
+2,185
|
+3%
|
|
|
67
|
Steward Partners Investment Advisory
New York
|
$26M
|
+$3.2M
|
+10,602
|
+14%
|
|
|
68
|
Cresset Asset Management
Chicago,
Illinois
|
$25.2M
|
+$220K
|
+729
|
+0.9%
|
|
|
69
|
Merit Financial Group
Alpharetta,
Georgia
|
$24.7M
|
-$3.05M
|
-10,105
|
-11%
|
|
|
70
|
Natixis Advisors
Boston,
Massachusetts
|
$24.7M
|
-$905K
|
-3,000
|
-4%
|
|
|
71
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$23.3M
|
+$949K
|
+3,145
|
+4%
|
|
|
72
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23M
|
-$57.6K
|
-191
|
-0.2%
|
|
|
73
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$22.8M
|
+$6.33M
|
+20,980
|
+38%
|
|
|
74
|
|
$22.8M
|
+$1.32M
|
+4,364
|
+6%
|
|
|
75
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$21.8M
|
+$345K
|
+1,144
|
+2%
|
|
