|
51
|
First American Trust
Santa Ana,
California
|
$12.6M
|
-$3.65M
|
-34,131
|
-23%
|
|
|
52
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$12.3M
|
-$417K
|
-3,899
|
-3%
|
|
|
53
|
Community Trust & Investment
Versailles,
Kentucky
|
$12.2M
|
+$418K
|
+3,908
|
+4%
|
|
|
54
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$11.6M
|
+$328K
|
+3,067
|
+3%
|
|
|
55
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$11.5M
|
+$511K
|
+4,782
|
+5%
|
|
|
56
|
Community Financial Services Group
Newport,
Vermont
|
$11.5M
|
+$362K
|
+3,392
|
+3%
|
|
|
57
|
Hantz Financial Services
Southfield,
Michigan
|
$11M
|
-$1.72M
|
-16,103
|
-14%
|
|
|
58
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$9.99M
|
+$17.2K
|
+161
|
+0.2%
|
|
|
59
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$9.68M
|
+$1.21M
|
+11,291
|
+14%
|
|
|
60
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.9M
|
-$140K
|
-1,309
|
-2%
|
|
|
61
|
Sepio Capital
Salt Lake City,
Utah
|
$8.76M
|
+$1.98M
|
+18,527
|
+29%
|
|
|
62
|
Courier Capital
Buffalo,
New York
|
$8.72M
|
+$418K
|
+3,913
|
+5%
|
|
|
63
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.41M
|
-$436K
|
-4,077
|
-5%
|
|
|
64
|
United Capital Financial Advisors
Irving,
Texas
|
$8.37M
|
+$346K
|
+3,235
|
+4%
|
|
|
65
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.22M
|
+$206K
|
+1,925
|
+3%
|
|
|
66
|
UBS Group
Zurich,
Switzerland
|
$8.2M
|
+$2.4M
|
+22,490
|
+42%
|
|
|
67
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$7.71M
|
-$346K
|
-3,243
|
-4%
|
|
|
68
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$7.2M
|
+$925K
|
+8,655
|
+15%
|
|
|
69
|
SVB Wealth
Boston,
Massachusetts
|
$7.02M
|
+$1.21M
|
+11,364
|
+21%
|
|
|
70
|
Choreo LLC
Rockford,
Illinois
|
$6.68M
|
+$78.6K
|
+736
|
+1%
|
|
|
71
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$6.42M
|
+$691K
|
+6,469
|
+12%
|
|
|
72
|
First National Trust
Hermitage,
Pennsylvania
|
$6.4M
|
-$107K
|
-1,004
|
-2%
|
|
|
73
|
Sequoia Financial Advisors
Akron,
Ohio
|
$6.18M
|
-$801K
|
-7,497
|
-12%
|
|
|
74
|
Raffa Wealth Management
Washington,
District of Columbia
|
$6M
|
+$528K
|
+4,939
|
+10%
|
|
|
75
|
OneAscent Financial Services
Birmingham,
Alabama
|
$5.88M
|
+$89.2K
|
+835
|
+2%
|
|
