|
26
|
Grimes & Company
Westborough,
Massachusetts
|
$33.4M
|
-$252K
|
-6,318
|
-0.8%
|
|
|
27
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$32.8M
|
+$1.5M
|
+37,437
|
+5%
|
|
|
28
|
Corient Private Wealth
Miami,
Florida
|
$32.2M
|
-$549K
|
-13,741
|
-2%
|
|
|
29
|
Equitable Holdings
New York
|
$31M
|
+$344K
|
+8,617
|
+1%
|
|
|
30
|
Holt Capital Partners
Fort Worth,
Texas
|
$30.3M
|
-$11.8M
|
-294,414
|
-29%
|
|
|
31
|
Klingman & Associates
New York
|
$29M
|
-$206K
|
-5,148
|
-0.7%
|
|
|
32
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$28.9M
|
-$397K
|
-9,929
|
-1%
|
|
|
33
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$28.7M
|
+$126K
|
+3,158
|
+0.5%
|
|
|
34
|
Charles Schwab Trust
Henderson,
Nevada
|
$27.9M
|
+$4.42M
|
+110,646
|
+20%
|
|
|
35
|
Rothschild Investment LLC
Chicago,
Illinois
|
$26.2M
|
-$41.1K
|
-1,028
|
-0.2%
|
|
|
36
|
HighTower Advisors
Chicago,
Illinois
|
$25.9M
|
+$548K
|
+13,716
|
+2%
|
|
|
37
|
Larson Financial Group
St Louis,
Missouri
|
$25.7M
|
+$8.1M
|
+202,725
|
+50%
|
|
|
38
|
|
$24.3M
|
+$1.1M
|
+27,448
|
+5%
|
|
|
39
|
Charter Capital Management
Brookfield,
Wisconsin
|
$23.7M
|
+$22.4M
|
+560,276
|
New
|
|
|
40
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$23.1M
|
+$24.7K
|
+618
|
+0.1%
|
|
|
41
|
Saxon Interests
Houston,
Texas
|
$21.2M
|
–
|
–
|
–
|
|
|
42
|
Breakwater Capital Group
Paramus,
New Jersey
|
$21M
|
+$521K
|
+13,034
|
+3%
|
|
|
43
|
Wharton Business Group
Malvern,
Pennsylvania
|
$20.8M
|
–
|
–
|
–
|
|
|
44
|
Flynn Zito Capital Management
Garden City,
New York
|
$20.6M
|
+$226K
|
+5,667
|
+1%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$20.6M
|
+$1.71M
|
+42,887
|
+10%
|
|
|
46
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.6M
|
+$2.86M
|
+71,580
|
+17%
|
|
|
47
|
McIlrath & Eck
Arlington,
Washington
|
$20.2M
|
-$1.06M
|
-26,542
|
-5%
|
|
|
48
|
Mercer Global Advisors
Denver,
Colorado
|
$18M
|
-$284K
|
-7,121
|
-2%
|
|
|
49
|
Allworth Financial
Folsom,
California
|
$17M
|
+$1.64M
|
+40,969
|
+11%
|
|
|
50
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.4M
|
+$198K
|
+4,952
|
+1%
|
|
