|
26
|
Eastern Bank
Boston,
Massachusetts
|
$40.5M
|
+$38.2M
|
+572,196
|
New
|
|
|
27
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$34.6M
|
+$1.55M
|
+23,270
|
+5%
|
|
|
28
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$34.4M
|
+$4.31M
|
+64,694
|
+15%
|
|
|
29
|
Level Four Advisory Services
Dallas,
Texas
|
$31.9M
|
+$878K
|
+13,165
|
+3%
|
|
|
30
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$29.7M
|
+$2.16M
|
+32,430
|
+8%
|
|
|
31
|
Elk River Wealth Management
Denver,
Colorado
|
$26.1M
|
+$196K
|
+2,946
|
+0.8%
|
|
|
32
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$24.9M
|
+$6.65M
|
+99,706
|
+40%
|
|
|
33
|
|
$23.1M
|
+$1.58M
|
+23,630
|
+8%
|
|
|
34
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$23M
|
-$971K
|
-14,565
|
-4%
|
|
|
35
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$22.8M
|
–
|
–
|
–
|
|
|
36
|
Family Investment Center
Saint Joseph,
Missouri
|
$22M
|
-$905K
|
-13,572
|
-4%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.7M
|
+$1.02M
|
+15,306
|
+5%
|
|
|
38
|
Choice Wealth Advisors
Waterville,
Maine
|
$21.3M
|
-$530K
|
-7,952
|
-3%
|
|
|
39
|
Leo Wealth LLC
Hurst,
Texas
|
$20.6M
|
+$6.17M
|
+92,502
|
+47%
|
|
|
40
|
|
$20.2M
|
-$97.4M
|
-1,460,533
|
-84%
|
|
|
41
|
Capital Planning Advisors
Roseville,
California
|
$19.8M
|
+$18.6M
|
+279,588
|
New
|
|
|
42
|
Rockefeller Capital Management
New York
|
$19.7M
|
+$1.01M
|
+15,195
|
+6%
|
|
|
43
|
Jones Financial Companies
Des Peres,
Missouri
|
$19.7M
|
+$6.08M
|
+91,231
|
+49%
|
|
|
44
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$18.7M
|
+$17.6M
|
+264,030
|
New
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.6M
|
+$3.25M
|
+48,696
|
+23%
|
|
|
46
|
EP Wealth Advisors
Torrance,
California
|
$17.7M
|
+$16.6M
|
+249,433
|
New
|
|
|
47
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.4M
|
-$169K
|
-2,540
|
-1%
|
|
|
48
|
Kendall Capital Management
Rockville,
Maryland
|
$17.4M
|
+$4.5M
|
+67,556
|
+38%
|
|
|
49
|
Tradition Wealth Management
Edina,
Minnesota
|
$15.2M
|
+$325K
|
+4,870
|
+2%
|
|
|
50
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$15.1M
|
+$3.94M
|
+59,154
|
+38%
|
|
