|
26
|
Holt Capital Partners
Fort Worth,
Texas
|
$38.6M
|
-$660K
|
-20,140
|
-2%
|
|
|
27
|
Callan Capital
La Jolla,
California
|
$36M
|
-$105K
|
-3,196
|
-0.3%
|
|
|
28
|
Equitable Holdings
New York
|
$31.6M
|
-$93.6K
|
-2,855
|
-0.3%
|
|
|
29
|
Grimes & Company
Westborough,
Massachusetts
|
$30.6M
|
-$315K
|
-9,618
|
-1%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$28.2M
|
+$9.74K
|
+297
|
+0%
|
|
|
31
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$26.2M
|
+$848K
|
+25,881
|
+4%
|
|
|
32
|
Klingman & Associates
New York
|
$25.8M
|
-$97.8K
|
-2,984
|
-0.4%
|
|
|
33
|
|
$22.7M
|
+$11.4M
|
+349,181
|
+118%
|
|
|
34
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$21.7M
|
-$1.17M
|
-35,782
|
-5%
|
|
|
35
|
Flynn Zito Capital Management
Garden City,
New York
|
$21.3M
|
-$554K
|
-16,890
|
-3%
|
|
|
36
|
Rothschild Investment LLC
Chicago,
Illinois
|
$20.3M
|
+$497K
|
+15,151
|
+3%
|
|
|
37
|
Wharton Business Group
Malvern,
Pennsylvania
|
$19.8M
|
–
|
–
|
–
|
|
|
38
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$19.4M
|
+$336K
|
+10,243
|
+2%
|
|
|
39
|
Pathstone Holdings
Englewood,
New Jersey
|
$18.7M
|
+$17.4M
|
+531,821
|
New
|
|
|
40
|
HighTower Advisors
Chicago,
Illinois
|
$18.2M
|
-$456K
|
-13,909
|
-3%
|
|
|
41
|
Charles Schwab Trust
Henderson,
Nevada
|
$18.1M
|
+$966K
|
+29,483
|
+6%
|
|
|
42
|
Saxon Interests
Houston,
Texas
|
$17.1M
|
+$15.9M
|
+485,396
|
New
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$16.9M
|
-$263K
|
-8,016
|
-2%
|
|
|
44
|
Mercer Global Advisors
Denver,
Colorado
|
$16.2M
|
+$124K
|
+3,788
|
+0.8%
|
|
|
45
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.1M
|
-$187K
|
-5,703
|
-1%
|
|
|
46
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$15.9M
|
-$106K
|
-3,240
|
-0.7%
|
|
|
47
|
Cetera Advisor Networks
El Segundo,
California
|
$15.8M
|
+$688K
|
+20,998
|
+5%
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.5M
|
+$1.69M
|
+51,653
|
+13%
|
|
|
49
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$15.4M
|
+$1.12M
|
+34,154
|
+8%
|
|
|
50
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$14.6M
|
-$3.8K
|
-116
|
-0%
|
|
