|
26
|
Callan Capital
La Jolla,
California
|
$38M
|
-$2.6M
|
-62,799
|
-6%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$34.1M
|
+$18.4K
|
+445
|
+0.1%
|
|
|
28
|
Grimes & Company
Westborough,
Massachusetts
|
$32.7M
|
-$724K
|
-17,521
|
-2%
|
|
|
29
|
Equitable Holdings
New York
|
$30.7M
|
+$197K
|
+4,762
|
+0.6%
|
|
|
30
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$28.4M
|
-$329K
|
-7,962
|
-1%
|
|
|
31
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$28.2M
|
+$3.06M
|
+73,935
|
+12%
|
|
|
32
|
Klingman & Associates
New York
|
$27.9M
|
-$598K
|
-14,477
|
-2%
|
|
|
33
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.9M
|
+$626K
|
+15,157
|
+2%
|
|
|
34
|
Rothschild Investment LLC
Chicago,
Illinois
|
$24.1M
|
+$164K
|
+3,970
|
+0.7%
|
|
|
35
|
HighTower Advisors
Chicago,
Illinois
|
$23M
|
+$2.99M
|
+72,446
|
+15%
|
|
|
36
|
|
$22.8M
|
+$3.38M
|
+81,863
|
+17%
|
|
|
37
|
Flynn Zito Capital Management
Garden City,
New York
|
$22.8M
|
+$394K
|
+9,541
|
+2%
|
|
|
38
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$22.2M
|
-$332K
|
-8,036
|
-1%
|
|
|
39
|
Pathstone Holdings
Englewood,
New Jersey
|
$21.8M
|
-$2.32M
|
-56,141
|
-9%
|
|
|
40
|
McIlrath & Eck
Arlington,
Washington
|
$21.4M
|
-$2.91M
|
-70,351
|
-12%
|
|
|
41
|
Saxon Interests
Houston,
Texas
|
$20.9M
|
+$241K
|
+5,822
|
+1%
|
|
|
42
|
Charles Schwab Trust
Henderson,
Nevada
|
$20.8M
|
+$490K
|
+11,850
|
+2%
|
|
|
43
|
|
$20.6M
|
+$99.3K
|
+2,404
|
+0.5%
|
|
|
44
|
Wharton Business Group
Malvern,
Pennsylvania
|
$19.9M
|
–
|
–
|
–
|
|
|
45
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$18.9M
|
+$4.27M
|
+103,379
|
+28%
|
|
|
46
|
Breakwater Capital Group
Paramus,
New Jersey
|
$18.5M
|
+$253K
|
+6,113
|
+1%
|
|
|
47
|
Mercer Global Advisors
Denver,
Colorado
|
$18.4M
|
-$923K
|
-22,336
|
-5%
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$17.9M
|
-$14.8K
|
-357
|
-0.1%
|
|
|
49
|
Goodman Advisory Group
Needham,
Massachusetts
|
$16.4M
|
+$456K
|
+11,033
|
+3%
|
|
|
50
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$15.3M
|
-$847K
|
-20,487
|
-5%
|
|
