|
26
|
Grimes & Company
Westborough,
Massachusetts
|
$25.6M
|
-$337K
|
-10,960
|
-1%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$24.5M
|
+$22K
|
+715
|
+0.1%
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$23.1M
|
+$786K
|
+25,580
|
+3%
|
|
|
29
|
Klingman & Associates
New York
|
$21.2M
|
+$339K
|
+11,040
|
+1%
|
|
|
30
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$20.1M
|
+$5.53K
|
+180
|
+0%
|
|
|
31
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$18.3M
|
-$14.6K
|
-475
|
-0.1%
|
|
|
32
|
Pathstone Family Office
Englewood,
New Jersey
|
$17.9M
|
+$9.89M
|
+321,890
|
+100%
|
|
|
33
|
Summit Financial
Parsippany,
New Jersey
|
$17.6M
|
-$638K
|
-20,745
|
-3%
|
|
|
34
|
Holt Capital Partners
Fort Worth,
Texas
|
$17.4M
|
-$16.2M
|
-528,300
|
-46%
|
|
|
35
|
Raymond James & Associates
St Petersburg,
Florida
|
$16M
|
+$261K
|
+8,490
|
+1%
|
|
|
36
|
Allworth Financial
Folsom,
California
|
$14.9M
|
+$495K
|
+16,100
|
+3%
|
|
|
37
|
Mercer Global Advisors
Denver,
Colorado
|
$14.8M
|
-$167K
|
-5,440
|
-1%
|
|
|
38
|
Truist Financial
Charlotte,
North Carolina
|
$14.5M
|
-$696K
|
-22,640
|
-4%
|
|
|
39
|
Flynn Zito Capital Management
Garden City,
New York
|
$13M
|
+$14.3M
|
+466,915
|
New
|
|
|
40
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$12.9M
|
+$3.4M
|
+110,775
|
+31%
|
|
|
41
|
Wharton Business Group
Malvern,
Pennsylvania
|
$12.7M
|
–
|
–
|
–
|
|
|
42
|
HighTower Advisors
Chicago,
Illinois
|
$12.7M
|
-$68.8K
|
-2,240
|
-0.5%
|
|
|
43
|
Rothschild Investment LLC
Chicago,
Illinois
|
$12.1M
|
+$250K
|
+8,120
|
+2%
|
|
|
44
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$11.5M
|
+$16.6K
|
+540
|
+0.1%
|
|
|
45
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.1M
|
+$9.39M
|
+305,560
|
+324%
|
|
|
46
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.8M
|
+$223K
|
+7,240
|
+2%
|
|
|
47
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$10.4M
|
-$199K
|
-6,490
|
-2%
|
|
|
48
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$10.2M
|
-$581K
|
-18,910
|
-5%
|
|
|
49
|
Saxon Interests
Houston,
Texas
|
$9.92M
|
-$724K
|
-23,550
|
-7%
|
|
|
50
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$9.89M
|
+$1.76M
|
+57,310
|
+19%
|
|
