|
26
|
Grimes & Company
Westborough,
Massachusetts
|
$28.2M
|
-$468K
|
-14,770
|
-2%
|
|
|
27
|
Equitable Holdings
New York
|
$27.7M
|
-$4.26M
|
-134,300
|
-13%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$26.1M
|
-$2.15M
|
-67,870
|
-8%
|
|
|
29
|
Klingman & Associates
New York
|
$24.2M
|
-$23.9K
|
-755
|
-0.1%
|
|
|
30
|
Wharton Business Group
Malvern,
Pennsylvania
|
$22.6M
|
–
|
–
|
–
|
|
|
31
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$22.5M
|
+$78.6K
|
+2,480
|
+0.3%
|
|
|
32
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$20.2M
|
-$269K
|
-8,475
|
-1%
|
|
|
33
|
Flynn Zito Capital Management
Garden City,
New York
|
$17.9M
|
+$3.05M
|
+96,145
|
+20%
|
|
|
34
|
Allworth Financial
Folsom,
California
|
$17.2M
|
+$364K
|
+11,485
|
+2%
|
|
|
35
|
Rothschild Investment LLC
Chicago,
Illinois
|
$16.9M
|
+$811K
|
+25,600
|
+5%
|
|
|
36
|
HighTower Advisors
Chicago,
Illinois
|
$16.8M
|
-$311K
|
-9,800
|
-2%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$16M
|
-$799K
|
-25,210
|
-5%
|
|
|
38
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$15.9M
|
+$411K
|
+12,955
|
+3%
|
|
|
39
|
Mercer Global Advisors
Denver,
Colorado
|
$15.6M
|
-$626K
|
-19,760
|
-4%
|
|
|
40
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.6M
|
-$804K
|
-25,360
|
-5%
|
|
|
41
|
Saxon Interests
Houston,
Texas
|
$14.1M
|
-$681K
|
-21,500
|
-5%
|
|
|
42
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$14M
|
-$3.69M
|
-116,530
|
-21%
|
|
|
43
|
Charles Schwab Trust
Henderson,
Nevada
|
$13.4M
|
+$769K
|
+24,270
|
+6%
|
|
|
44
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$12.7M
|
-$468K
|
-14,775
|
-4%
|
|
|
45
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.7M
|
-$678K
|
-21,390
|
-5%
|
|
|
46
|
Journey Advisory Group
Covington,
Kentucky
|
$11.6M
|
+$11.7M
|
+370,525
|
New
|
|
|
47
|
Ted Buchan & Co
San Diego,
California
|
$11.6M
|
+$349K
|
+11,010
|
+3%
|
|
|
48
|
Comerica Securities
Detroit,
Michigan
|
$11.5M
|
+$1.93M
|
+60,910
|
+20%
|
|
|
49
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$11.1M
|
-$199K
|
-6,265
|
-2%
|
|
|
50
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$11.1M
|
-$303K
|
-9,550
|
-3%
|
|
