|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.5M
|
+$55.2M
|
+1,031,771
|
New
|
|
|
27
|
RWA Wealth Partners
Newton,
Massachusetts
|
$22.3M
|
+$4.81M
|
+89,770
|
+27%
|
|
|
28
|
Morningstar Investment Services
Chicago,
Illinois
|
$21.5M
|
+$4.11M
|
+76,706
|
+23%
|
|
|
29
|
M&T Bank
Buffalo,
New York
|
$20.9M
|
-$5.15M
|
-96,131
|
-20%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$20.7M
|
+$726K
|
+13,560
|
+4%
|
|
|
31
|
Strategic Financial Services
Utica,
New York
|
$18.7M
|
+$584K
|
+10,905
|
+3%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.3M
|
+$3.26M
|
+60,803
|
+21%
|
|
|
33
|
Steward Partners Investment Advisory
New York
|
$17.4M
|
+$131K
|
+2,453
|
+0.8%
|
|
|
34
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$17.3M
|
-$1.72M
|
-32,169
|
-9%
|
|
|
35
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$16M
|
-$225K
|
-4,208
|
-1%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.8M
|
+$2.89M
|
+53,936
|
+22%
|
|
|
37
|
US Bancorp
Minneapolis,
Minnesota
|
$14.6M
|
+$11.4M
|
+213,100
|
+341%
|
|
|
38
|
Private Ocean
San Rafael,
California
|
$13.2M
|
+$9.92M
|
+185,336
|
+291%
|
|
|
39
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$13M
|
-$1.27M
|
-23,692
|
-9%
|
|
|
40
|
Private Advisor Group
Morristown,
New Jersey
|
$12.3M
|
+$5.14M
|
+95,984
|
+71%
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.9M
|
–
|
–
|
–
|
|
|
42
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$11.4M
|
+$4.57M
|
+85,409
|
+66%
|
|
|
43
|
|
$11.1M
|
+$803K
|
+14,998
|
+8%
|
|
|
44
|
First Ascent Asset Management
Denver,
Colorado
|
$10.4M
|
-$1.61M
|
-30,060
|
-13%
|
|
|
45
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$10.2M
|
+$3.21M
|
+59,915
|
+45%
|
|
|
46
|
Regis Management Company
Menlo Park,
California
|
$10.1M
|
-$1.57M
|
-29,309
|
-13%
|
|
|
47
|
Mather Group
Chicago,
Illinois
|
$9.54M
|
-$767K
|
-14,322
|
-7%
|
|
|
48
|
|
$9.3M
|
-$514K
|
-9,606
|
-5%
|
|
|
49
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$9.22M
|
+$3.39M
|
+63,385
|
+57%
|
|
|
50
|
Riversedge Advisors
Wilmington,
Delaware
|
$9.03M
|
+$8.86M
|
+165,528
|
+3,161%
|
|
