|
26
|
Holt Capital Partners
Fort Worth,
Texas
|
$35.6M
|
-$210K
|
-6,350
|
-0.6%
|
|
|
27
|
Callan Capital
La Jolla,
California
|
$32.6M
|
+$120K
|
+3,637
|
+0.4%
|
|
|
28
|
Equitable Holdings
New York
|
$28.7M
|
-$339K
|
-10,264
|
-1%
|
|
|
29
|
Grimes & Company
Westborough,
Massachusetts
|
$27.9M
|
-$454K
|
-13,757
|
-2%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$25.5M
|
+$3.83K
|
+116
|
+0%
|
|
|
31
|
Klingman & Associates
New York
|
$23.4M
|
-$1.12M
|
-33,798
|
-4%
|
|
|
32
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$22.8M
|
-$332K
|
-10,073
|
-1%
|
|
|
33
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$20.8M
|
+$105K
|
+3,194
|
+0.5%
|
|
|
34
|
Flynn Zito Capital Management
Garden City,
New York
|
$19.8M
|
+$492K
|
+14,921
|
+2%
|
|
|
35
|
Rothschild Investment LLC
Chicago,
Illinois
|
$17.9M
|
+$499K
|
+15,121
|
+3%
|
|
|
36
|
Wharton Business Group
Malvern,
Pennsylvania
|
$17.9M
|
–
|
–
|
–
|
|
|
37
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$17.2M
|
+$610K
|
+18,495
|
+4%
|
|
|
38
|
HighTower Advisors
Chicago,
Illinois
|
$16.9M
|
-$52.1K
|
-1,580
|
-0.3%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$15.5M
|
+$670K
|
+20,313
|
+4%
|
|
|
40
|
Charles Schwab Trust
Henderson,
Nevada
|
$15.4M
|
+$847K
|
+25,664
|
+6%
|
|
|
41
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.7M
|
-$170K
|
-5,166
|
-1%
|
|
|
42
|
Mercer Global Advisors
Denver,
Colorado
|
$14.5M
|
-$64.6M
|
-1,956,761
|
-81%
|
|
|
43
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$14.4M
|
+$195K
|
+5,905
|
+1%
|
|
|
44
|
Cetera Advisor Networks
El Segundo,
California
|
$13.6M
|
+$1.37M
|
+41,395
|
+11%
|
|
|
45
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$13.2M
|
+$436K
|
+13,198
|
+3%
|
|
|
46
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$12.8M
|
+$114K
|
+3,454
|
+0.9%
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.4M
|
+$5.65M
|
+171,278
|
+78%
|
|
|
48
|
Ted Buchan & Co
San Diego,
California
|
$11.7M
|
-$89.8K
|
-2,721
|
-0.7%
|
|
|
49
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.2M
|
-$299K
|
-9,045
|
-3%
|
|
|
50
|
Allworth Financial
Folsom,
California
|
$11M
|
-$6.38M
|
-193,352
|
-36%
|
|
