|
26
|
AlphaCore Capital
La Jolla,
California
|
$41.8M
|
-$2.07M
|
-44,959
|
-5%
|
|
|
27
|
Larson Financial Group
St Louis,
Missouri
|
$40.9M
|
+$3.27M
|
+70,996
|
+9%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$38.2M
|
-$1.22M
|
-26,492
|
-3%
|
|
|
29
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$38M
|
+$958K
|
+20,807
|
+3%
|
|
|
30
|
Grimes & Company
Westborough,
Massachusetts
|
$36.3M
|
-$526K
|
-11,422
|
-1%
|
|
|
31
|
Klingman & Associates
New York
|
$32M
|
+$3.04K
|
+66
|
+0%
|
|
|
32
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$31.5M
|
-$824K
|
-17,902
|
-3%
|
|
|
33
|
Equitable Holdings
New York
|
$31M
|
-$2.18M
|
-47,333
|
-7%
|
|
|
34
|
Charles Schwab Trust
Henderson,
Nevada
|
$30.5M
|
-$286K
|
-6,219
|
-0.9%
|
|
|
35
|
HighTower Advisors
Chicago,
Illinois
|
$30.2M
|
+$430K
|
+9,338
|
+1%
|
|
|
36
|
Rothschild Investment LLC
Chicago,
Illinois
|
$29.1M
|
+$73.6K
|
+1,598
|
+0.3%
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.9M
|
+$1.68M
|
+36,397
|
+7%
|
|
|
38
|
Charter Capital Management
Brookfield,
Wisconsin
|
$27.5M
|
+$541K
|
+11,741
|
+2%
|
|
|
39
|
|
$27.5M
|
-$1.24M
|
-27,000
|
-4%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$26.1M
|
+$887K
|
+19,258
|
+4%
|
|
|
41
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$25.5M
|
+$24.6M
|
+533,930
|
+5,457%
|
|
|
42
|
Pathstone Holdings
Englewood,
New Jersey
|
$25.1M
|
+$6.03K
|
+131
|
+0%
|
|
|
43
|
Align Financial
Hermantown,
Minnesota
|
$24.4M
|
+$1.13M
|
+24,445
|
New
|
|
|
44
|
Saxon Interests
Houston,
Texas
|
$24.2M
|
-$1.15M
|
-25,014
|
-5%
|
|
|
45
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$24.1M
|
-$638K
|
-13,863
|
-3%
|
|
|
46
|
Wharton Business Group
Malvern,
Pennsylvania
|
$23.1M
|
–
|
–
|
–
|
|
|
47
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$22.9M
|
+$1.29M
|
+28,073
|
+6%
|
|
|
48
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$21.8M
|
+$3.13M
|
+68,019
|
+18%
|
|
|
49
|
Breakwater Capital Group
Paramus,
New Jersey
|
$21.1M
|
-$2.81M
|
-61,062
|
-12%
|
|
|
50
|
Flynn Zito Capital Management
Garden City,
New York
|
$20.4M
|
+$374K
|
+8,121
|
+2%
|
|
