|
26
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$11.2M
|
-$2.9M
|
-74,927
|
-20%
|
|
|
27
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$11.1M
|
+$580K
|
+15,004
|
+5%
|
|
|
28
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$10.3M
|
+$517K
|
+13,354
|
+5%
|
|
|
29
|
Navalign LLC
Encino,
California
|
$10.2M
|
+$821K
|
+21,222
|
+9%
|
|
|
30
|
Pasadena Private Wealth
Pasadena,
California
|
$9.84M
|
+$644K
|
+16,638
|
+7%
|
|
|
31
|
Pinnacle Associates
New York
|
$9.42M
|
+$9.16M
|
+236,847
|
+2,550%
|
|
|
32
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$8.68M
|
+$3.63M
|
+93,760
|
+71%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.49M
|
+$1.89M
|
+48,896
|
+28%
|
|
|
34
|
ESL Trust Services
Rochester,
New York
|
$8.05M
|
–
|
–
|
–
|
|
|
35
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$8.02M
|
+$1.47M
|
+37,904
|
+22%
|
|
|
36
|
VeraBank
Henderson,
Texas
|
$7.28M
|
+$577K
|
+14,912
|
+9%
|
|
|
37
|
Rain Capital Management
Lake Oswego,
Oregon
|
$7.07M
|
-$296K
|
-7,646
|
-4%
|
|
|
38
|
Bank of America
Charlotte,
North Carolina
|
$6.87M
|
+$588K
|
+15,210
|
+9%
|
|
|
39
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.97M
|
+$5.54M
|
+143,340
|
+1,141%
|
|
|
40
|
FDx Advisors
Chicago,
Illinois
|
$5.94M
|
-$303K
|
-7,823
|
-5%
|
|
|
41
|
Franklin Resources
San Mateo,
California
|
$5.88M
|
+$240K
|
+6,195
|
+4%
|
|
|
42
|
Fortis Advisors
Wayne,
Pennsylvania
|
$5.23M
|
+$2.92M
|
+75,442
|
+81%
|
|
|
43
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.13M
|
+$5.18M
|
+133,835
|
New
|
|
|
44
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$4.59M
|
-$578K
|
-14,932
|
-11%
|
|
|
45
|
Omega Financial Group
Santa Barbara,
California
|
$4.45M
|
+$643K
|
+16,635
|
+17%
|
|
|
46
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$4.37M
|
+$1.66M
|
+42,882
|
+60%
|
|
|
47
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$4.22M
|
-$122K
|
-3,162
|
-3%
|
|
|
48
|
Denver PWM
Denver,
Colorado
|
$4.22M
|
+$4.23M
|
+109,288
|
New
|
|
|
49
|
|
$3.99M
|
+$4.04M
|
+104,330
|
New
|
|
|
50
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.82M
|
+$418K
|
+10,809
|
+12%
|
|
