|
26
|
Callan Capital
La Jolla,
California
|
$33.5M
|
-$2.19M
|
-69,280
|
-6%
|
|
|
27
|
Equitable Holdings
New York
|
$29.8M
|
+$947K
|
+30,010
|
+3%
|
|
|
28
|
Grimes & Company
Westborough,
Massachusetts
|
$29.2M
|
-$206K
|
-6,535
|
-0.7%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$26.2M
|
-$988K
|
-31,315
|
-4%
|
|
|
30
|
Klingman & Associates
New York
|
$25.2M
|
-$22.7K
|
-720
|
-0.1%
|
|
|
31
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$23.8M
|
+$382K
|
+12,110
|
+2%
|
|
|
32
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$21.3M
|
+$219K
|
+6,940
|
+1%
|
|
|
33
|
Flynn Zito Capital Management
Garden City,
New York
|
$19.9M
|
+$1.12M
|
+35,520
|
+6%
|
|
|
34
|
Wharton Business Group
Malvern,
Pennsylvania
|
$18.4M
|
-$4.97M
|
-157,525
|
-22%
|
|
|
35
|
Rothschild Investment LLC
Chicago,
Illinois
|
$17.9M
|
+$246K
|
+7,785
|
+1%
|
|
|
36
|
Allworth Financial
Folsom,
California
|
$17.6M
|
-$290K
|
-9,190
|
-2%
|
|
|
37
|
HighTower Advisors
Chicago,
Illinois
|
$17.4M
|
-$56.8K
|
-1,800
|
-0.3%
|
|
|
38
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$17.1M
|
+$478K
|
+15,160
|
+3%
|
|
|
39
|
Mercer Global Advisors
Denver,
Colorado
|
$15.8M
|
+$60.4M
|
+1,914,015
|
+384%
|
|
|
40
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.3M
|
-$945K
|
-29,935
|
-6%
|
|
|
41
|
Truist Financial
Charlotte,
North Carolina
|
$15.3M
|
-$1.37M
|
-43,385
|
-8%
|
|
|
42
|
Saxon Interests
Houston,
Texas
|
$14.8M
|
+$97.5K
|
+3,090
|
+0.7%
|
|
|
43
|
Charles Schwab Trust
Henderson,
Nevada
|
$14.1M
|
+$994K
|
+31,495
|
+7%
|
|
|
44
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$14M
|
–
|
–
|
–
|
|
|
45
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$13.1M
|
+$1.65M
|
+52,410
|
+15%
|
|
|
46
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$13.1M
|
-$157K
|
-4,980
|
-1%
|
|
|
47
|
Cetera Advisor Networks
El Segundo,
California
|
$12.6M
|
+$1.27M
|
+40,265
|
+12%
|
|
|
48
|
Ted Buchan & Co
San Diego,
California
|
$12.1M
|
+$23K
|
+730
|
+0.2%
|
|
|
49
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.8M
|
-$401K
|
-12,710
|
-3%
|
|
|
50
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$11M
|
-$585K
|
-18,535
|
-5%
|
|
