|
26
|
Equitable Holdings
New York
|
$31.5M
|
+$531K
|
+17,265
|
+2%
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.3M
|
-$379K
|
-12,310
|
-1%
|
|
|
28
|
Grimes & Company
Westborough,
Massachusetts
|
$28.3M
|
-$306K
|
-9,955
|
-1%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$27.9M
|
+$499K
|
+16,205
|
+2%
|
|
|
30
|
Klingman & Associates
New York
|
$23.9M
|
+$195K
|
+6,350
|
+0.8%
|
|
|
31
|
Wharton Business Group
Malvern,
Pennsylvania
|
$22.3M
|
+$8.07M
|
+262,350
|
+57%
|
|
|
32
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$22.1M
|
-$310K
|
-10,085
|
-1%
|
|
|
33
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$20.2M
|
-$230K
|
-7,475
|
-1%
|
|
|
34
|
Pathstone Family Office
Englewood,
New Jersey
|
$20M
|
–
|
–
|
–
|
|
|
35
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$17.5M
|
+$6.02M
|
+195,505
|
+53%
|
|
|
36
|
HighTower Advisors
Chicago,
Illinois
|
$16.9M
|
+$2.75M
|
+89,310
|
+20%
|
|
|
37
|
Allworth Financial
Folsom,
California
|
$16.7M
|
-$49.4K
|
-1,605
|
-0.3%
|
|
|
38
|
Truist Financial
Charlotte,
North Carolina
|
$16.6M
|
+$444K
|
+14,445
|
+3%
|
|
|
39
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.2M
|
-$1.62M
|
-52,780
|
-9%
|
|
|
40
|
Mercer Global Advisors
Denver,
Colorado
|
$16.1M
|
-$493K
|
-16,035
|
-3%
|
|
|
41
|
Rothschild Investment LLC
Chicago,
Illinois
|
$15.9M
|
+$2.34M
|
+75,990
|
+17%
|
|
|
42
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$15.3M
|
+$836K
|
+27,155
|
+6%
|
|
|
43
|
Saxon Interests
Houston,
Texas
|
$14.9M
|
+$4.12M
|
+133,770
|
+40%
|
|
|
44
|
Flynn Zito Capital Management
Garden City,
New York
|
$14.8M
|
+$286K
|
+9,280
|
+2%
|
|
|
45
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$13M
|
+$1.96M
|
+63,625
|
+18%
|
|
|
46
|
Charles Schwab Trust
Henderson,
Nevada
|
$12.5M
|
+$3.76M
|
+122,220
|
+43%
|
|
|
47
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$12.5M
|
-$432K
|
-14,030
|
-3%
|
|
|
48
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.3M
|
-$148K
|
-4,795
|
-1%
|
|
|
49
|
Arlington Financial Advisors
Santa Barbara,
California
|
$11.4M
|
+$1.62M
|
+52,500
|
+17%
|
|
|
50
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$11.3M
|
-$330K
|
-10,730
|
-3%
|
|
