|
51
|
One Day In July LLC
Burlington,
Vermont
|
$39M
|
+$1.45M
|
+4,600
|
+4%
|
|
|
52
|
Creative Planning
Overland Park,
Kansas
|
$37.5M
|
+$575K
|
+1,831
|
+1%
|
|
|
53
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$36.8M
|
+$311K
|
+988
|
+0.8%
|
|
|
54
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35.8M
|
+$1.06M
|
+3,388
|
+3%
|
|
|
55
|
American Financial Advisors
Marietta,
Georgia
|
$35.6M
|
-$1.02M
|
-3,232
|
-3%
|
|
|
56
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$31.2M
|
-$4.2M
|
-13,375
|
-11%
|
|
|
57
|
NewEdge Advisors
New Orleans,
Louisiana
|
$30.8M
|
-$2.45M
|
-7,796
|
-7%
|
|
|
58
|
Brickley Wealth Management
San Mateo,
California
|
$30.5M
|
+$15.7K
|
+50
|
+0%
|
|
|
59
|
Fidelity Investments
Boston,
Massachusetts
|
$30.1M
|
+$11.1M
|
+35,451
|
+55%
|
|
|
60
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$29.4M
|
+$3.04M
|
+9,674
|
+11%
|
|
|
61
|
Kestra Advisory Services
Austin,
Texas
|
$28.8M
|
+$1.48M
|
+4,717
|
+5%
|
|
|
62
|
Private Advisor Group
Morristown,
New Jersey
|
$28.2M
|
-$13.3M
|
-42,201
|
-31%
|
|
|
63
|
Steward Partners Investment Advisory
New York
|
$26.8M
|
+$795K
|
+2,528
|
+3%
|
|
|
64
|
BHK Investment Advisors
Birmingham,
Alabama
|
$26.5M
|
-$1.19M
|
-3,783
|
-4%
|
|
|
65
|
Charles Schwab
San Francisco,
California
|
$26.4M
|
-$4.13M
|
-13,130
|
-13%
|
|
|
66
|
Vision Capital Management
Portland,
Oregon
|
$26.3M
|
-$1.82M
|
-5,791
|
-6%
|
|
|
67
|
Cresset Asset Management
Chicago,
Illinois
|
$26.1M
|
+$884K
|
+2,814
|
+3%
|
|
|
68
|
Natixis Advisors
Boston,
Massachusetts
|
$25.6M
|
+$922K
|
+2,933
|
+4%
|
|
|
69
|
Merit Financial Group
Alpharetta,
Georgia
|
$24.1M
|
-$673K
|
-2,142
|
-3%
|
|
|
70
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.8M
|
-$7.2M
|
-22,911
|
-23%
|
|
|
71
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23M
|
-$5.66K
|
-18
|
-0%
|
|
|
72
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$22.8M
|
-$542K
|
-1,726
|
-2%
|
|
|
73
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$22.8M
|
+$1.05M
|
+3,325
|
+5%
|
|
|
74
|
Truist Financial
Charlotte,
North Carolina
|
$22.7M
|
-$13.6M
|
-43,401
|
-37%
|
|
|
75
|
|
$22.6M
|
-$281K
|
-893
|
-1%
|
|
