|
26
|
Pure Financial Advisors
San Diego,
California
|
$17.4M
|
+$80.2K
|
+1,892
|
+0.5%
|
|
|
27
|
Versant Capital Management
Phoenix,
Arizona
|
$17.2M
|
-$413K
|
-9,739
|
-2%
|
|
|
28
|
Beacon Pointe Advisors
Newport Beach,
California
|
$16.9M
|
-$854K
|
-20,131
|
-5%
|
|
|
29
|
Pasadena Private Wealth
Pasadena,
California
|
$16.9M
|
+$593K
|
+13,988
|
+4%
|
|
|
30
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$16M
|
-$517K
|
-12,182
|
-3%
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$15.6M
|
+$4.32M
|
+101,883
|
+40%
|
|
|
32
|
Victory Capital Management
San Antonio,
Texas
|
$14.8M
|
+$14.5M
|
+341,011
|
New
|
|
|
33
|
Colony Family Offices
Charlotte,
North Carolina
|
$14M
|
+$323K
|
+7,612
|
+2%
|
|
|
34
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$13.8M
|
-$696K
|
-16,410
|
-5%
|
|
|
35
|
Cambria Investment Management
Manhattan Beach,
California
|
$13.6M
|
+$13.3M
|
+313,648
|
New
|
|
|
36
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$13M
|
+$581K
|
+13,709
|
+5%
|
|
|
37
|
Navalign LLC
Encino,
California
|
$12.8M
|
-$419K
|
-9,881
|
-3%
|
|
|
38
|
LPL Financial
San Diego,
California
|
$12.6M
|
+$355K
|
+8,374
|
+3%
|
|
|
39
|
Centerpoint Advisors
Needham,
Massachusetts
|
$12.4M
|
+$673K
|
+15,865
|
+6%
|
|
|
40
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$11.9M
|
+$1.53M
|
+36,026
|
+15%
|
|
|
41
|
Farmers National Bank
Danville,
Kentucky
|
$11M
|
+$318K
|
+7,510
|
+3%
|
|
|
42
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$10.3M
|
+$830K
|
+19,565
|
+9%
|
|
|
43
|
Money Design
Tokyo,
Japan
|
$10M
|
-$8M
|
-188,659
|
-45%
|
|
|
44
|
Latigo Investments
Fort Lauderdale,
Florida
|
$10M
|
–
|
–
|
–
|
|
|
45
|
VeraBank
Henderson,
Texas
|
$9.72M
|
+$20.7K
|
+489
|
+0.2%
|
|
|
46
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.71M
|
-$3.96M
|
-93,429
|
-29%
|
|
|
47
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$9.01M
|
-$793K
|
-18,703
|
-8%
|
|
|
48
|
Brio Consultants
San Francisco,
California
|
$8.68M
|
+$392K
|
+9,246
|
+5%
|
|
|
49
|
Pinnacle Associates
New York
|
$8.61M
|
-$585K
|
-13,798
|
-7%
|
|
|
50
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$8.14M
|
+$2.97K
|
+70
|
+0%
|
|
