|
26
|
Grimes & Company
Westborough,
Massachusetts
|
$21M
|
-$1.86M
|
-80,195
|
-7%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$21M
|
-$10.5M
|
-454,170
|
-29%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.6M
|
+$26.2M
|
+1,126,925
|
New
|
|
|
29
|
|
$20.3M
|
+$152K
|
+6,545
|
+0.6%
|
|
|
30
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$19.4M
|
-$3.72M
|
-160,080
|
-13%
|
|
|
31
|
RFG Advisory
Birmingham,
Alabama
|
$19.2M
|
+$1.33M
|
+57,400
|
+6%
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.6M
|
+$4.57M
|
+196,850
|
+24%
|
|
|
33
|
Synovus Financial
Columbus,
Georgia
|
$18.5M
|
-$332K
|
-14,295
|
-1%
|
|
|
34
|
Klingman & Associates
New York
|
$16M
|
-$309K
|
-13,300
|
-2%
|
|
|
35
|
Wells Fargo
San Francisco,
California
|
$14.4M
|
-$2.47M
|
-106,410
|
-12%
|
|
|
36
|
Ancora Advisors
Cleveland,
Ohio
|
$13.2M
|
-$84.2K
|
-3,625
|
-0.5%
|
|
|
37
|
HighTower Advisors
Chicago,
Illinois
|
$12.5M
|
-$653K
|
-28,110
|
-4%
|
|
|
38
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$11.7M
|
-$634K
|
-27,290
|
-4%
|
|
|
39
|
Charles Schwab Trust
Henderson,
Nevada
|
$10.9M
|
+$8.51M
|
+366,635
|
+163%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$10.9M
|
-$5.47M
|
-235,390
|
-28%
|
|
|
41
|
Detalus Advisors
St. Louis,
Missouri
|
$10.7M
|
+$403K
|
+17,355
|
+3%
|
|
|
42
|
Wharton Business Group
Malvern,
Pennsylvania
|
$10.4M
|
–
|
–
|
–
|
|
|
43
|
Osborne Partners Capital Management
San Francisco,
California
|
$10.1M
|
+$337K
|
+14,505
|
+3%
|
|
|
44
|
Tiedemann Advisors
New York
|
$9.97M
|
-$11.1M
|
-478,235
|
-47%
|
|
|
45
|
MML Investors Services
Springfield,
Massachusetts
|
$8.45M
|
-$3.84M
|
-165,325
|
-27%
|
|
|
46
|
First Nebraska Trust
Lincoln,
Nebraska
|
$8.24M
|
-$157K
|
-6,775
|
-1%
|
|
|
47
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8M
|
-$1.63M
|
-70,045
|
-14%
|
|
|
48
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$7.95M
|
–
|
–
|
–
|
|
|
49
|
Mercer Global Advisors
Denver,
Colorado
|
$7.87M
|
-$2.37M
|
-101,940
|
-19%
|
|
|
50
|
World Investment Advisors
Santa Barbara,
California
|
$6.99M
|
-$4.41K
|
-190
|
-0.1%
|
|
