|
26
|
Beacon Pointe Advisors
Newport Beach,
California
|
$15.4M
|
+$1.33K
|
+33
|
+0%
|
|
|
27
|
Versant Capital Management
Phoenix,
Arizona
|
$15.3M
|
-$1M
|
-24,945
|
-6%
|
|
|
28
|
Pure Financial Advisors
San Diego,
California
|
$15M
|
-$112K
|
-2,798
|
-0.7%
|
|
|
29
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$14.3M
|
+$2.64M
|
+65,630
|
+21%
|
|
|
30
|
Pasadena Private Wealth
Pasadena,
California
|
$14.1M
|
+$656K
|
+16,326
|
+5%
|
|
|
31
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$12.5M
|
-$1.08M
|
-26,788
|
-7%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.9M
|
+$1.66M
|
+41,292
|
+15%
|
|
|
33
|
Colony Family Offices
Charlotte,
North Carolina
|
$11.8M
|
+$130K
|
+3,222
|
+1%
|
|
|
34
|
Navalign LLC
Encino,
California
|
$11.4M
|
+$1.03M
|
+25,668
|
+9%
|
|
|
35
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$10.7M
|
+$741K
|
+18,425
|
+7%
|
|
|
36
|
LPL Financial
San Diego,
California
|
$10.6M
|
-$879K
|
-21,857
|
-7%
|
|
|
37
|
Centerpoint Advisors
Needham,
Massachusetts
|
$10.1M
|
+$1.36M
|
+33,912
|
+14%
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$9.66M
|
-$1.82M
|
-45,270
|
-15%
|
|
|
39
|
Farmers National Bank
Danville,
Kentucky
|
$9.23M
|
+$817K
|
+20,317
|
+9%
|
|
|
40
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$8.93M
|
+$8.18M
|
+203,522
|
+597%
|
|
|
41
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$8.74M
|
-$282K
|
-7,005
|
-3%
|
|
|
42
|
Latigo Investments
Fort Lauderdale,
Florida
|
$8.65M
|
–
|
–
|
–
|
|
|
43
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$8.49M
|
+$467K
|
+11,604
|
+5%
|
|
|
44
|
VeraBank
Henderson,
Texas
|
$8.38M
|
+$80.8K
|
+2,010
|
+0.9%
|
|
|
45
|
Pinnacle Associates
New York
|
$7.96M
|
-$644K
|
-16,022
|
-7%
|
|
|
46
|
United Bank (Georgia)
Zebulon,
Georgia
|
$7.83M
|
-$700K
|
-17,423
|
-8%
|
|
|
47
|
Brio Consultants
San Francisco,
California
|
$7.7M
|
+$231K
|
+5,749
|
+3%
|
|
|
48
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$7.04M
|
-$6.25M
|
-155,352
|
-45%
|
|
|
49
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$6.29M
|
+$395K
|
+9,827
|
+6%
|
|
|
50
|
Omega Financial Group
Santa Barbara,
California
|
$5.98M
|
+$20.9K
|
+520
|
+0.3%
|
|
