|
26
|
RFG Advisory
Birmingham,
Alabama
|
$24M
|
+$1.45M
|
+69,660
|
+7%
|
|
|
27
|
|
$24M
|
+$190K
|
+9,125
|
+0.8%
|
|
|
28
|
Grimes & Company
Westborough,
Massachusetts
|
$23.9M
|
-$720K
|
-34,575
|
-3%
|
|
|
29
|
Synovus Financial
Columbus,
Georgia
|
$21.3M
|
-$363K
|
-17,440
|
-2%
|
|
|
30
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$20.6M
|
-$2.02M
|
-97,110
|
-9%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$19.9M
|
-$4.44M
|
-212,855
|
-19%
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.1M
|
-$5.13M
|
-246,165
|
-22%
|
|
|
33
|
Klingman & Associates
New York
|
$17.1M
|
-$1.5M
|
-72,130
|
-8%
|
|
|
34
|
Ancora Advisors
Cleveland,
Ohio
|
$15.3M
|
-$61.8K
|
-2,965
|
-0.4%
|
|
|
35
|
HighTower Advisors
Chicago,
Illinois
|
$13.3M
|
-$1.26M
|
-60,525
|
-9%
|
|
|
36
|
Detalus Advisors
St. Louis,
Missouri
|
$12.7M
|
+$133K
|
+6,375
|
+1%
|
|
|
37
|
Wharton Business Group
Malvern,
Pennsylvania
|
$12.2M
|
–
|
–
|
–
|
|
|
38
|
Truist Financial
Charlotte,
North Carolina
|
$11.9M
|
-$846K
|
-40,625
|
-7%
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
-$4.82M
|
-231,470
|
-30%
|
|
|
40
|
Osborne Partners Capital Management
San Francisco,
California
|
$11.2M
|
-$579K
|
-27,810
|
-5%
|
|
|
41
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.11M
|
+$140K
|
+6,710
|
+2%
|
|
|
42
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8.02M
|
-$1.29M
|
-62,150
|
-14%
|
|
|
43
|
World Investment Advisors
Santa Barbara,
California
|
$7.24M
|
-$1.49M
|
-71,525
|
-19%
|
|
|
44
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$7.08M
|
-$1.06M
|
-50,875
|
-13%
|
|
|
45
|
Mercer Global Advisors
Denver,
Colorado
|
$6.96M
|
-$2.17M
|
-104,275
|
-24%
|
|
|
46
|
Private Ocean
San Rafael,
California
|
$6.69M
|
-$458K
|
-22,000
|
-7%
|
|
|
47
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$6.61M
|
+$4.62M
|
+221,830
|
+267%
|
|
|
48
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$6.51M
|
+$141K
|
+6,745
|
+2%
|
|
|
49
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.3M
|
-$35M
|
-1,679,385
|
-85%
|
|
|
50
|
Rothschild Investment LLC
Chicago,
Illinois
|
$6.22M
|
+$1.29M
|
+61,825
|
+27%
|
|
