|
26
|
AlphaCore Capital
La Jolla,
California
|
$38.4M
|
-$4M
|
-82,256
|
-9%
|
|
|
27
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$37.8M
|
-$681K
|
-14,006
|
-2%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$37.4M
|
-$1.37M
|
-28,165
|
-3%
|
|
|
29
|
Grimes & Company
Westborough,
Massachusetts
|
$36.2M
|
-$594K
|
-12,226
|
-2%
|
|
|
30
|
Corient Private Wealth
Miami,
Florida
|
$35.9M
|
-$35.7M
|
-734,040
|
-49%
|
|
|
31
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$31.8M
|
-$103K
|
-2,109
|
-0.3%
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.3M
|
+$3.04M
|
+62,592
|
+11%
|
|
|
33
|
Equitable Holdings
New York
|
$30.8M
|
-$208K
|
-4,283
|
-0.6%
|
|
|
34
|
Rothschild Investment LLC
Chicago,
Illinois
|
$30.6M
|
+$1.13M
|
+23,309
|
+4%
|
|
|
35
|
Charles Schwab Trust
Henderson,
Nevada
|
$30.3M
|
-$579K
|
-11,922
|
-2%
|
|
|
36
|
Klingman & Associates
New York
|
$29.4M
|
-$3.08M
|
-63,426
|
-9%
|
|
|
37
|
|
$29M
|
+$1.86M
|
+38,360
|
+7%
|
|
|
38
|
Charter Capital Management
Brookfield,
Wisconsin
|
$28.3M
|
+$438K
|
+9,011
|
+2%
|
|
|
39
|
HighTower Advisors
Chicago,
Illinois
|
$27.9M
|
-$2.73M
|
-56,179
|
-9%
|
|
|
40
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$26.8M
|
+$3.38M
|
+69,507
|
+15%
|
|
|
41
|
Truist Financial
Charlotte,
North Carolina
|
$26.3M
|
-$137K
|
-2,811
|
-0.5%
|
|
|
42
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$26.2M
|
+$3.02M
|
+62,161
|
+13%
|
|
|
43
|
Penserra Capital Management
Orinda,
California
|
$25.7M
|
+$26.3M
|
+541,398
|
New
|
|
|
44
|
Pathstone Holdings
Englewood,
New Jersey
|
$25.4M
|
-$24.9K
|
-512
|
-0.1%
|
|
|
45
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$25.3M
|
-$577K
|
-11,864
|
-2%
|
|
|
46
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$24.1M
|
-$301K
|
-6,185
|
-1%
|
|
|
47
|
Saxon Interests
Houston,
Texas
|
$23.9M
|
-$587K
|
-12,085
|
-2%
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.6M
|
+$4.4M
|
+90,488
|
+22%
|
|
|
49
|
Wharton Business Group
Malvern,
Pennsylvania
|
$23.5M
|
+$92.1K
|
+1,895
|
+0.4%
|
|
|
50
|
Breakwater Capital Group
Paramus,
New Jersey
|
$21.4M
|
+$31.9K
|
+656
|
+0.1%
|
|
