|
26
|
Grimes & Company
Westborough,
Massachusetts
|
$32.2M
|
-$543K
|
-13,162
|
-2%
|
|
|
27
|
Corient Private Wealth
Miami,
Florida
|
$31.3M
|
+$20.8M
|
+504,616
|
+187%
|
|
|
28
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$29.8M
|
+$1.61M
|
+38,954
|
+6%
|
|
|
29
|
Equitable Holdings
New York
|
$29.3M
|
-$1.43M
|
-34,585
|
-5%
|
|
|
30
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$28M
|
-$411K
|
-9,973
|
-1%
|
|
|
31
|
Klingman & Associates
New York
|
$27.9M
|
-$16.1K
|
-391
|
-0.1%
|
|
|
32
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$27.3M
|
+$446K
|
+10,804
|
+2%
|
|
|
33
|
Kestra Advisory Services
Austin,
Texas
|
$27.2M
|
-$40.7M
|
-986,852
|
-59%
|
|
|
34
|
Rothschild Investment LLC
Chicago,
Illinois
|
$25.1M
|
+$923K
|
+22,379
|
+4%
|
|
|
35
|
HighTower Advisors
Chicago,
Illinois
|
$24.2M
|
+$1.26M
|
+30,524
|
+5%
|
|
|
36
|
Charles Schwab Trust
Henderson,
Nevada
|
$22.2M
|
+$1.41M
|
+34,239
|
+7%
|
|
|
37
|
|
$22.1M
|
-$774K
|
-18,763
|
-3%
|
|
|
38
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$22M
|
-$219K
|
-5,311
|
-1%
|
|
|
39
|
Pathstone Holdings
Englewood,
New Jersey
|
$21.8M
|
-$49.1K
|
-1,191
|
-0.2%
|
|
|
40
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$21.6M
|
+$2.69M
|
+65,202
|
+14%
|
|
|
41
|
Saxon Interests
Houston,
Texas
|
$21.2M
|
+$305K
|
+7,390
|
+1%
|
|
|
42
|
McIlrath & Eck
Arlington,
Washington
|
$20.4M
|
-$1.13M
|
-27,309
|
-5%
|
|
|
43
|
Wharton Business Group
Malvern,
Pennsylvania
|
$19.9M
|
–
|
–
|
–
|
|
|
44
|
Breakwater Capital Group
Paramus,
New Jersey
|
$19.6M
|
+$1.07M
|
+25,963
|
+6%
|
|
|
45
|
Flynn Zito Capital Management
Garden City,
New York
|
$19.5M
|
-$3.4M
|
-82,309
|
-15%
|
|
|
46
|
Truist Financial
Charlotte,
North Carolina
|
$18M
|
+$81.6K
|
+1,977
|
+0.4%
|
|
|
47
|
Mercer Global Advisors
Denver,
Colorado
|
$17.4M
|
-$1.03M
|
-25,039
|
-5%
|
|
|
48
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.8M
|
+$6.68M
|
+161,971
|
+64%
|
|
|
49
|
Goodman Advisory Group
Needham,
Massachusetts
|
$16.7M
|
+$210K
|
+5,092
|
+1%
|
|
|
50
|
Larson Financial Group
St Louis,
Missouri
|
$16.3M
|
+$7.17M
|
+173,731
|
+75%
|
|
