|
26
|
Wells Fargo
San Francisco,
California
|
$5.52M
|
+$4.97M
|
+165,126
|
+3,688%
|
|
|
27
|
VeraBank
Henderson,
Texas
|
$5.5M
|
+$324K
|
+10,749
|
+7%
|
|
|
28
|
FDx Advisors
Chicago,
Illinois
|
$5.46M
|
-$290K
|
-9,638
|
-5%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$5.14M
|
+$458K
|
+15,212
|
+11%
|
|
|
30
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.86M
|
+$3.16M
|
+104,812
|
+234%
|
|
|
31
|
Franklin Resources
San Mateo,
California
|
$4.71M
|
-$20.4K
|
-676
|
-0.5%
|
|
|
32
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$4.4M
|
+$50.9K
|
+1,689
|
+1%
|
|
|
33
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$4M
|
-$469K
|
-15,579
|
-11%
|
|
|
34
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$3.36M
|
+$3.11M
|
+103,284
|
New
|
|
|
35
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$2.98M
|
+$195K
|
+6,480
|
+8%
|
|
|
36
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.68M
|
+$1.23K
|
+41
|
+0%
|
|
|
37
|
Bank of America
Charlotte,
North Carolina
|
$2.67M
|
+$461K
|
+15,312
|
+23%
|
|
|
38
|
Omega Financial Group
Santa Barbara,
California
|
$2.32M
|
+$2.15M
|
+71,316
|
New
|
|
|
39
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$2.25M
|
+$2.08M
|
+68,987
|
New
|
|
|
40
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.16M
|
-$1.74M
|
-57,689
|
-49%
|
|
|
41
|
Farmers National Bank
Danville,
Kentucky
|
$2.14M
|
+$1.98M
|
+65,659
|
New
|
|
|
42
|
Regis Management Company
Menlo Park,
California
|
$1.94M
|
-$18.1K
|
-600
|
-1%
|
|
|
43
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.84M
|
-$71.3K
|
-2,369
|
-4%
|
|
|
44
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.81M
|
+$1.68M
|
+55,677
|
New
|
|
|
45
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.78M
|
+$363K
|
+12,060
|
+28%
|
|
|
46
|
Citadel Advisors
Miami,
Florida
|
$1.71M
|
+$1.58M
|
+52,458
|
New
|
|
|
47
|
Fiducient Advisors
Chicago,
Illinois
|
$1.63M
|
+$1.5M
|
+49,961
|
New
|
|
|
48
|
First Foundation Advisors
Irvine,
California
|
$1.61M
|
+$1.49M
|
+49,540
|
New
|
|
|
49
|
Park National Corp
Newark,
Ohio
|
$1.58M
|
-$12.4K
|
-413
|
-0.8%
|
|
|
50
|
UBS Group
Zurich,
Switzerland
|
$1.3M
|
-$299K
|
-9,932
|
-20%
|
|
