|
51
|
Lyell Wealth Management
Menlo Park,
California
|
$13.5M
|
+$843K
|
+34,720
|
+7%
|
|
|
52
|
Novem Group
Rochester,
New York
|
$12.6M
|
+$2.66M
|
+109,573
|
+27%
|
|
|
53
|
EP Wealth Advisors
Torrance,
California
|
$12.4M
|
-$118K
|
-4,852
|
-0.9%
|
|
|
54
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.7M
|
+$1.13M
|
+46,459
|
+11%
|
|
|
55
|
|
$11.7M
|
–
|
–
|
–
|
|
|
56
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$11.3M
|
+$784K
|
+32,281
|
+7%
|
|
|
57
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$10.9M
|
+$7.32M
|
+301,620
|
+201%
|
|
|
58
|
Arrow Financial
Glens Falls,
New York
|
$10.5M
|
-$3.44M
|
-141,816
|
-25%
|
|
|
59
|
Windsor Capital Management
Phoenix,
Arizona
|
$10.5M
|
–
|
–
|
–
|
|
|
60
|
First International Bank of Israel
Tel Aviv,
|
$10.2M
|
-$101K
|
-4,147
|
-1%
|
|
|
61
|
Cornerstone Planning
Charlotte,
North Carolina
|
$9.67M
|
+$964K
|
+39,692
|
+11%
|
|
|
62
|
Allworth Financial
Folsom,
California
|
$9.66M
|
+$301K
|
+12,415
|
+3%
|
|
|
63
|
IFP Advisors
Tampa,
Florida
|
$9.11M
|
+$1.99M
|
+81,818
|
+28%
|
|
|
64
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$9.1M
|
+$537K
|
+22,139
|
+6%
|
|
|
65
|
Merit Financial Group
Alpharetta,
Georgia
|
$8.59M
|
+$1.26M
|
+51,714
|
+17%
|
|
|
66
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$8.53M
|
+$33.9K
|
+1,395
|
+0.4%
|
|
|
67
|
InvesTrust
Oklahoma City,
Oklahoma
|
$8.43M
|
+$94.5K
|
+3,894
|
+1%
|
|
|
68
|
PFG Private Wealth Management
Lutz,
Florida
|
$8.19M
|
+$251K
|
+10,329
|
+3%
|
|
|
69
|
Atria Investments
Charlotte,
North Carolina
|
$8.11M
|
+$293K
|
+12,059
|
+4%
|
|
|
70
|
Miracle Mile Advisors
Los Angeles,
California
|
$8.02M
|
+$2.92M
|
+120,242
|
+57%
|
|
|
71
|
Eight 31 Financial
Midland,
Texas
|
$7.98M
|
-$194K
|
-7,986
|
-2%
|
|
|
72
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.85M
|
+$4.53M
|
+186,515
|
+136%
|
|
|
73
|
Creative Planning
Overland Park,
Kansas
|
$7.62M
|
-$806K
|
-33,211
|
-10%
|
|
|
74
|
Leavell Investment Management
Mobile,
Alabama
|
$7.6M
|
+$1.11M
|
+45,804
|
+17%
|
|
|
75
|
Kesler Norman & Wride
Ogden,
Utah
|
$7.45M
|
+$137K
|
+5,647
|
+2%
|
|
