|
26
|
Larson Financial Group
St Louis,
Missouri
|
$36.2M
|
+$8.41M
|
+192,562
|
+32%
|
|
|
27
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$35.7M
|
+$583K
|
+13,356
|
+2%
|
|
|
28
|
Grimes & Company
Westborough,
Massachusetts
|
$35.5M
|
-$264K
|
-6,048
|
-0.8%
|
|
|
29
|
Corient Private Wealth
Miami,
Florida
|
$33.4M
|
-$970K
|
-22,196
|
-3%
|
|
|
30
|
Equitable Holdings
New York
|
$32M
|
-$1.14M
|
-25,999
|
-4%
|
|
|
31
|
Holt Capital Partners
Fort Worth,
Texas
|
$31.9M
|
-$420K
|
-9,610
|
-1%
|
|
|
32
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$31.1M
|
+$232K
|
+5,316
|
+0.8%
|
|
|
33
|
Klingman & Associates
New York
|
$30.8M
|
-$209K
|
-4,778
|
-0.7%
|
|
|
34
|
Charles Schwab Trust
Henderson,
Nevada
|
$29.6M
|
-$169K
|
-3,860
|
-0.6%
|
|
|
35
|
HighTower Advisors
Chicago,
Illinois
|
$28.7M
|
+$895K
|
+20,482
|
+3%
|
|
|
36
|
Rothschild Investment LLC
Chicago,
Illinois
|
$27.9M
|
-$56.2K
|
-1,286
|
-0.2%
|
|
|
37
|
|
$27.7M
|
+$1.7M
|
+38,936
|
+7%
|
|
|
38
|
Charter Capital Management
Brookfield,
Wisconsin
|
$26M
|
+$618K
|
+14,136
|
+3%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.9M
|
+$3.17M
|
+72,448
|
+15%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$24.3M
|
+$2.17M
|
+49,635
|
+10%
|
|
|
41
|
Pathstone Holdings
Englewood,
New Jersey
|
$24.2M
|
-$22.2M
|
-509,278
|
-49%
|
|
|
42
|
Saxon Interests
Houston,
Texas
|
$24M
|
+$677K
|
+15,492
|
+3%
|
|
|
43
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$23.8M
|
-$802K
|
-18,367
|
-3%
|
|
|
44
|
Breakwater Capital Group
Paramus,
New Jersey
|
$23.1M
|
+$578K
|
+13,238
|
+3%
|
|
|
45
|
Wharton Business Group
Malvern,
Pennsylvania
|
$22.3M
|
–
|
–
|
–
|
|
|
46
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$20.8M
|
+$20.1M
|
+460,109
|
New
|
|
|
47
|
McIlrath & Eck
Arlington,
Washington
|
$20.5M
|
-$1.02M
|
-23,310
|
-5%
|
|
|
48
|
Flynn Zito Capital Management
Garden City,
New York
|
$19.3M
|
-$2.68M
|
-61,366
|
-13%
|
|
|
49
|
Mercer Global Advisors
Denver,
Colorado
|
$18.7M
|
-$463K
|
-10,604
|
-2%
|
|
|
50
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.8M
|
+$198K
|
+4,543
|
+1%
|
|
