|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.6M
|
-$142K
|
-6,190
|
-0.5%
|
|
|
27
|
Grimes & Company
Westborough,
Massachusetts
|
$24.1M
|
-$963K
|
-42,080
|
-4%
|
|
|
28
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.6M
|
-$2.15M
|
-94,000
|
-8%
|
|
|
29
|
Synovus Financial
Columbus,
Georgia
|
$22.2M
|
-$187K
|
-8,175
|
-0.8%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$20.9M
|
-$38.9K
|
-1,700
|
-0.2%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.1M
|
+$780K
|
+34,095
|
+4%
|
|
|
32
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$18.9M
|
-$2.83M
|
-123,610
|
-13%
|
|
|
33
|
Klingman & Associates
New York
|
$17.5M
|
-$542K
|
-23,700
|
-3%
|
|
|
34
|
Ancora Advisors
Cleveland,
Ohio
|
$16.1M
|
-$27.2K
|
-1,190
|
-0.2%
|
|
|
35
|
Keebeck Wealth Management
Chicago,
Illinois
|
$13.7M
|
+$13.8M
|
+602,025
|
New
|
|
|
36
|
Truist Financial
Charlotte,
North Carolina
|
$13.7M
|
+$1.15M
|
+50,235
|
+9%
|
|
|
37
|
Wharton Business Group
Malvern,
Pennsylvania
|
$12.8M
|
–
|
–
|
–
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
-$532K
|
-23,265
|
-4%
|
|
|
39
|
Detalus Advisors
St. Louis,
Missouri
|
$11.7M
|
-$1.66M
|
-72,610
|
-12%
|
|
|
40
|
HighTower Advisors
Chicago,
Illinois
|
$10.8M
|
-$3.2M
|
-139,825
|
-23%
|
|
|
41
|
Osborne Partners Capital Management
San Francisco,
California
|
$10.1M
|
-$1.65M
|
-72,235
|
-14%
|
|
|
42
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.51M
|
-$10.2K
|
-445
|
-0.1%
|
|
|
43
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8.36M
|
-$68.7K
|
-3,000
|
-0.8%
|
|
|
44
|
Avantax Advisory Services
Dallas,
Texas
|
$7.48M
|
+$2.16M
|
+94,330
|
+40%
|
|
|
45
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$6.96M
|
+$23.2K
|
+1,015
|
+0.3%
|
|
|
46
|
World Investment Advisors
Santa Barbara,
California
|
$6.95M
|
-$31K
|
-1,355
|
-0.4%
|
|
|
47
|
Rothschild Investment LLC
Chicago,
Illinois
|
$6.84M
|
+$299K
|
+13,070
|
+5%
|
|
|
48
|
Private Ocean
San Rafael,
California
|
$6.77M
|
-$262K
|
-11,460
|
-4%
|
|
|
49
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$6.75M
|
-$88.8K
|
-3,880
|
-1%
|
|
|
50
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$6.57M
|
-$873K
|
-38,160
|
-12%
|
|
