|
26
|
UBS Group
Zurich,
Switzerland
|
$34.3M
|
+$108K
|
+2,764
|
+0.3%
|
|
|
27
|
Grimes & Company
Westborough,
Massachusetts
|
$33.7M
|
-$292K
|
-7,459
|
-0.9%
|
|
|
28
|
Equitable Holdings
New York
|
$30.7M
|
-$752K
|
-19,178
|
-2%
|
|
|
29
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$28.9M
|
-$1.23M
|
-31,472
|
-4%
|
|
|
30
|
Klingman & Associates
New York
|
$28.7M
|
-$436K
|
-11,121
|
-2%
|
|
|
31
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.4M
|
+$1.11M
|
+28,196
|
+5%
|
|
|
32
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$25.4M
|
+$968K
|
+24,678
|
+4%
|
|
|
33
|
McIlrath & Eck
Arlington,
Washington
|
$24.4M
|
-$2.22M
|
-56,593
|
-9%
|
|
|
34
|
Pathstone Holdings
Englewood,
New Jersey
|
$24.2M
|
-$50.2K
|
-1,279
|
-0.2%
|
|
|
35
|
Rothschild Investment LLC
Chicago,
Illinois
|
$24.1M
|
+$580K
|
+14,794
|
+3%
|
|
|
36
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$22.7M
|
-$1.59M
|
-40,536
|
-7%
|
|
|
37
|
Flynn Zito Capital Management
Garden City,
New York
|
$22.5M
|
+$177K
|
+4,515
|
+0.8%
|
|
|
38
|
Saxon Interests
Houston,
Texas
|
$20.8M
|
+$312K
|
+7,966
|
+2%
|
|
|
39
|
|
$20.7M
|
+$89K
|
+2,271
|
+0.4%
|
|
|
40
|
Charles Schwab Trust
Henderson,
Nevada
|
$20.4M
|
+$707K
|
+18,039
|
+4%
|
|
|
41
|
HighTower Advisors
Chicago,
Illinois
|
$20.2M
|
+$912K
|
+23,251
|
+5%
|
|
|
42
|
Wharton Business Group
Malvern,
Pennsylvania
|
$20M
|
–
|
–
|
–
|
|
|
43
|
Corient Private Wealth
Miami,
Florida
|
$20M
|
+$7.68M
|
+195,893
|
+66%
|
|
|
44
|
|
$19.6M
|
+$6.12K
|
+156
|
+0%
|
|
|
45
|
Mercer Global Advisors
Denver,
Colorado
|
$19.4M
|
+$67.9K
|
+1,732
|
+0.4%
|
|
|
46
|
Raymond James & Associates
St Petersburg,
Florida
|
$19M
|
-$252K
|
-6,435
|
-1%
|
|
|
47
|
Breakwater Capital Group
Paramus,
New Jersey
|
$18.4M
|
+$1.37M
|
+34,914
|
+8%
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$18M
|
-$30.4K
|
-775
|
-0.2%
|
|
|
49
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$16.2M
|
-$272K
|
-6,938
|
-2%
|
|
|
50
|
Goodman Advisory Group
Needham,
Massachusetts
|
$16.1M
|
+$15.5M
|
+396,455
|
New
|
|
