|
26
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$15.4M
|
+$549K
|
+13,383
|
+4%
|
|
|
27
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$13.6M
|
-$164K
|
-3,993
|
-1%
|
|
|
28
|
Colony Family Offices
Charlotte,
North Carolina
|
$13.5M
|
+$416K
|
+10,153
|
+3%
|
|
|
29
|
Steph & Co
Marinette,
Wisconsin
|
$13.3M
|
-$1.14M
|
-27,746
|
-8%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$13.2M
|
+$326K
|
+7,950
|
+2%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.1M
|
+$119K
|
+2,912
|
+0.9%
|
|
|
32
|
Centerpoint Advisors
Needham,
Massachusetts
|
$12.3M
|
+$966K
|
+23,569
|
+8%
|
|
|
33
|
Navalign LLC
Encino,
California
|
$12.3M
|
+$139K
|
+3,397
|
+1%
|
|
|
34
|
Farmers National Bank
Danville,
Kentucky
|
$12M
|
+$981K
|
+23,912
|
+9%
|
|
|
35
|
United Bank (Georgia)
Zebulon,
Georgia
|
$11.3M
|
+$1.13M
|
+27,640
|
+11%
|
|
|
36
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$11M
|
-$925K
|
-22,550
|
-8%
|
|
|
37
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.8M
|
-$8.13M
|
-198,303
|
-43%
|
|
|
38
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$10.3M
|
+$10.4M
|
+253,815
|
New
|
|
|
39
|
VeraBank
Henderson,
Texas
|
$9.93M
|
+$104K
|
+2,548
|
+1%
|
|
|
40
|
Latigo Investments
Fort Lauderdale,
Florida
|
$9.3M
|
–
|
–
|
–
|
|
|
41
|
Pasadena Private Wealth
Pasadena,
California
|
$8.49M
|
-$7.21M
|
-175,935
|
-46%
|
|
|
42
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$8.27M
|
-$2.12M
|
-51,586
|
-20%
|
|
|
43
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$8.26M
|
+$20.5K
|
+499
|
+0.2%
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$7.9M
|
-$234K
|
-5,708
|
-3%
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.79M
|
+$3.78M
|
+92,287
|
+92%
|
|
|
46
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.78M
|
-$163K
|
-3,978
|
-2%
|
|
|
47
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$6.77M
|
+$85.5K
|
+2,084
|
+1%
|
|
|
48
|
Ameriprise
Minneapolis,
Minnesota
|
$6.73M
|
+$396K
|
+9,669
|
+6%
|
|
|
49
|
Brio Consultants
San Francisco,
California
|
$6.2M
|
+$37.3K
|
+910
|
+0.6%
|
|
|
50
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$6.11M
|
+$165K
|
+4,024
|
+3%
|
|
