|
26
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$18.6M
|
+$17.3M
|
+397,118
|
New
|
|
|
27
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$16.8M
|
-$1.37M
|
-31,576
|
-8%
|
|
|
28
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.8M
|
+$7.12M
|
+163,610
|
+94%
|
|
|
29
|
L.J. Altfest & Co
New York
|
$15.5M
|
+$14.4M
|
+331,587
|
New
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15M
|
+$11.8M
|
+270,065
|
+540%
|
|
|
31
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$12.9M
|
-$90.3K
|
-2,074
|
-0.7%
|
|
|
32
|
Pasadena Private Wealth
Pasadena,
California
|
$12.6M
|
-$501K
|
-11,505
|
-4%
|
|
|
33
|
Navalign LLC
Encino,
California
|
$12.3M
|
-$316K
|
-7,266
|
-3%
|
|
|
34
|
LPL Financial
San Diego,
California
|
$12.3M
|
+$1.02M
|
+23,550
|
+10%
|
|
|
35
|
Colony Family Offices
Charlotte,
North Carolina
|
$12.3M
|
-$116K
|
-2,673
|
-1%
|
|
|
36
|
Money Design
Tokyo,
Japan
|
$12.1M
|
-$394K
|
-9,053
|
-3%
|
|
|
37
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$11.7M
|
+$10.9M
|
+250,000
|
New
|
|
|
38
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
+$2.8M
|
+64,460
|
+36%
|
|
|
39
|
Pinnacle Associates
New York
|
$10.9M
|
-$373K
|
-8,567
|
-4%
|
|
|
40
|
United Bank (Georgia)
Zebulon,
Georgia
|
$10.8M
|
+$1.89M
|
+43,333
|
+23%
|
|
|
41
|
Latigo Investments
Fort Lauderdale,
Florida
|
$10.8M
|
–
|
–
|
–
|
|
|
42
|
VeraBank
Henderson,
Texas
|
$10.3M
|
+$758K
|
+17,420
|
+9%
|
|
|
43
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.97M
|
+$262K
|
+6,019
|
+3%
|
|
|
44
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$9.82M
|
-$239K
|
-5,501
|
-3%
|
|
|
45
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$9.47M
|
+$2.52M
|
+58,021
|
+40%
|
|
|
46
|
Farmers National Bank
Danville,
Kentucky
|
$9.12M
|
+$209K
|
+4,797
|
+3%
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$8.61M
|
-$6.55M
|
-150,547
|
-45%
|
|
|
48
|
IndexIQ Advisors
New York
|
$7.81M
|
+$6.11M
|
+140,493
|
+535%
|
|
|
49
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$7.58M
|
+$7.05M
|
+161,946
|
New
|
|
|
50
|
Omega Financial Group
Santa Barbara,
California
|
$7.56M
|
+$628K
|
+14,428
|
+10%
|
|
