|
51
|
Lyell Wealth Management
Menlo Park,
California
|
$1.43M
|
+$1.42M
|
+56,120
|
New
|
|
|
52
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.36M
|
–
|
–
|
–
|
|
|
53
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.33M
|
+$263K
|
+10,401
|
+25%
|
|
|
54
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.24M
|
+$379
|
+15
|
+0%
|
|
|
55
|
Segment Wealth Management
Houston,
Texas
|
$1.2M
|
+$133K
|
+5,260
|
+13%
|
|
|
56
|
Meitav Investment House
Bene-Beraq,
Israel
|
$1.2M
|
+$701K
|
+27,712
|
+143%
|
|
|
57
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.18M
|
+$422K
|
+16,708
|
+56%
|
|
|
58
|
Mercer Global Advisors
Denver,
Colorado
|
$1.17M
|
+$209K
|
+8,271
|
+22%
|
|
|
59
|
MML Investors Services
Springfield,
Massachusetts
|
$1.15M
|
+$72.1K
|
+2,851
|
+7%
|
|
|
60
|
Little House Capital
Braintree,
Massachusetts
|
$1.11M
|
-$38.5K
|
-1,524
|
-3%
|
|
|
61
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$1.09M
|
+$41.9K
|
+1,656
|
+4%
|
|
|
62
|
Flow Traders U.S.
New York
|
$1.08M
|
+$1.07M
|
+42,415
|
New
|
|
|
63
|
NovaPoint Capital
Atlanta,
Georgia
|
$926K
|
+$916K
|
+36,218
|
New
|
|
|
64
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$866K
|
+$43K
|
+1,700
|
+5%
|
|
|
65
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$837K
|
+$320K
|
+12,672
|
+63%
|
|
|
66
|
Montecito Bank & Trust
Santa Barbara,
California
|
$701K
|
+$6.93K
|
+274
|
+1%
|
|
|
67
|
Stokes Family Office
New Orleans,
Louisiana
|
$697K
|
+$126K
|
+5,000
|
+22%
|
|
|
68
|
Keeler Thomas Management
Orem,
Utah
|
$665K
|
+$658K
|
+26,031
|
New
|
|
|
69
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$580K
|
–
|
–
|
–
|
|
|
70
|
Beacon Pointe Advisors
Newport Beach,
California
|
$574K
|
+$216K
|
+8,554
|
+62%
|
|
|
71
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$571K
|
+$565K
|
+22,328
|
New
|
|
|
72
|
Avantax Advisory Services
Dallas,
Texas
|
$562K
|
+$75.1K
|
+2,970
|
+16%
|
|
|
73
|
Addison Advisors
Middlebury,
Vermont
|
$535K
|
+$81K
|
+3,205
|
+18%
|
|
|
74
|
IFP Advisors
Tampa,
Florida
|
$516K
|
+$145K
|
+5,744
|
+40%
|
|
|
75
|
CVA Family Office
Denver,
Colorado
|
$503K
|
–
|
–
|
–
|
|
