|
26
|
LPL Financial
San Diego,
California
|
$14.9M
|
-$432K
|
-11,050
|
-3%
|
|
|
27
|
Colony Family Offices
Charlotte,
North Carolina
|
$14.8M
|
+$765K
|
+19,557
|
+6%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14M
|
-$4.87M
|
-124,345
|
-27%
|
|
|
29
|
Navalign LLC
Encino,
California
|
$13M
|
-$389K
|
-9,942
|
-3%
|
|
|
30
|
Steph & Co
Marinette,
Wisconsin
|
$12.6M
|
+$521K
|
+13,303
|
+5%
|
|
|
31
|
SVB Wealth
Boston,
Massachusetts
|
$11.8M
|
-$3.38M
|
-86,440
|
-23%
|
|
|
32
|
Farmers National Bank
Danville,
Kentucky
|
$11.4M
|
-$957K
|
-24,451
|
-8%
|
|
|
33
|
Equitable Trust
Nashville,
Tennessee
|
$11.3M
|
-$4.29M
|
-109,586
|
-28%
|
|
|
34
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$10.5M
|
+$683K
|
+17,461
|
+7%
|
|
|
35
|
VeraBank
Henderson,
Texas
|
$10.5M
|
-$1.45K
|
-37
|
-0%
|
|
|
36
|
Pasadena Private Wealth
Pasadena,
California
|
$9.76M
|
+$696K
|
+17,797
|
+8%
|
|
|
37
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$9.45M
|
-$3.91M
|
-99,950
|
-30%
|
|
|
38
|
Latigo Investments
Fort Lauderdale,
Florida
|
$9.45M
|
–
|
–
|
–
|
|
|
39
|
Horizon Bancorp
Michigan City,
Indiana
|
$9.33M
|
+$733K
|
+18,737
|
+9%
|
|
|
40
|
United Bank (Georgia)
Zebulon,
Georgia
|
$9.08M
|
-$2.13M
|
-54,421
|
-20%
|
|
|
41
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$8.85M
|
+$83.6K
|
+2,136
|
+1%
|
|
|
42
|
|
$8.8M
|
+$6.3M
|
+160,909
|
+301%
|
|
|
43
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$8.37M
|
+$880K
|
+22,474
|
+12%
|
|
|
44
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$8.24M
|
+$986K
|
+25,196
|
+14%
|
|
|
45
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$8.14M
|
+$83.8K
|
+2,141
|
+1%
|
|
|
46
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.1M
|
+$4.55M
|
+116,362
|
+144%
|
|
|
47
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$7.89M
|
-$1.81M
|
-46,152
|
-19%
|
|
|
48
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$6.86M
|
-$175K
|
-4,473
|
-3%
|
|
|
49
|
Brio Consultants
San Francisco,
California
|
$6.64M
|
+$165K
|
+4,223
|
+3%
|
|
|
50
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.63M
|
-$1.01M
|
-25,716
|
-14%
|
|
