|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.4M
|
-$289K
|
-6,938
|
-2%
|
|
|
27
|
Navalign LLC
Encino,
California
|
$13M
|
+$344K
|
+8,250
|
+3%
|
|
|
28
|
Steph & Co
Marinette,
Wisconsin
|
$12.3M
|
-$70K
|
-1,680
|
-0.5%
|
|
|
29
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11M
|
-$8.15M
|
-195,777
|
-42%
|
|
|
30
|
Farmers National Bank
Danville,
Kentucky
|
$10.7M
|
-$452K
|
-10,855
|
-4%
|
|
|
31
|
VeraBank
Henderson,
Texas
|
$10.2M
|
+$3.08K
|
+74
|
+0%
|
|
|
32
|
Pasadena Private Wealth
Pasadena,
California
|
$10.1M
|
+$602K
|
+14,467
|
+6%
|
|
|
33
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$10M
|
-$220K
|
-5,285
|
-2%
|
|
|
34
|
M Holdings Securities
Portland,
Oregon
|
$9.68M
|
+$10M
|
+241,133
|
New
|
|
|
35
|
SVB Wealth
Boston,
Massachusetts
|
$9.36M
|
-$2.3M
|
-55,269
|
-19%
|
|
|
36
|
Latigo Investments
Fort Lauderdale,
Florida
|
$9.23M
|
–
|
–
|
–
|
|
|
37
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$8.93M
|
+$784K
|
+18,830
|
+9%
|
|
|
38
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$8.62M
|
-$29.3K
|
-704
|
-0.3%
|
|
|
39
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$8.57M
|
+$538K
|
+12,917
|
+6%
|
|
|
40
|
Old Mission Capital
Chicago,
Illinois
|
$8.17M
|
+$3.19M
|
+76,514
|
+60%
|
|
|
41
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$8.07M
|
+$119K
|
+2,847
|
+1%
|
|
|
42
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.06M
|
+$146K
|
+3,507
|
+2%
|
|
|
43
|
Equitable Trust
Nashville,
Tennessee
|
$7.89M
|
-$3.26M
|
-78,376
|
-28%
|
|
|
44
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$7.62M
|
-$1.67M
|
-40,200
|
-17%
|
|
|
45
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$6.63M
|
-$71.3K
|
-1,712
|
-1%
|
|
|
46
|
Brio Consultants
San Francisco,
California
|
$6.53M
|
+$47.5K
|
+1,140
|
+0.7%
|
|
|
47
|
United Bank (Georgia)
Zebulon,
Georgia
|
$6.47M
|
-$2.49M
|
-59,774
|
-27%
|
|
|
48
|
Boltwood Capital Management
Walnut Creek,
California
|
$6.32M
|
+$42.3K
|
+1,017
|
+0.7%
|
|
|
49
|
MAI Capital Management
Independence,
Ohio
|
$6.17M
|
+$25.3K
|
+607
|
+0.4%
|
|
|
50
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$6.02M
|
+$1.09M
|
+26,153
|
+21%
|
|
