|
51
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$1.16M
|
+$152K
|
+5,877
|
+15%
|
|
|
52
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.07M
|
–
|
–
|
–
|
|
|
53
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
54
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$1.05M
|
+$522K
|
+20,142
|
+95%
|
|
|
55
|
Sandy Spring Bank
Olney,
Maryland
|
$1.05M
|
-$3.76K
|
-145
|
-0.4%
|
|
|
56
|
Northcape Wealth Management
Williamsville,
New York
|
$1.04M
|
-$476K
|
-18,358
|
-31%
|
|
|
57
|
AJ Wealth Strategies
New York
|
$1.02M
|
–
|
–
|
–
|
|
|
58
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$970K
|
+$983K
|
+37,924
|
New
|
|
|
59
|
Sigma Investment Counselors
Northville,
Michigan
|
$944K
|
+$6.48K
|
+250
|
+0.7%
|
|
|
60
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$940K
|
+$446K
|
+17,203
|
+87%
|
|
|
61
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$929K
|
+$943K
|
+36,404
|
New
|
|
|
62
|
Osaic Holdings
Scottsdale,
Arizona
|
$928K
|
+$48.2K
|
+1,859
|
+5%
|
|
|
63
|
Blue Square Asset Management
New York
|
$923K
|
–
|
–
|
–
|
|
|
64
|
Forte Asset Management
Bedford,
New York
|
$903K
|
–
|
–
|
–
|
|
|
65
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$872K
|
-$13K
|
-500
|
-1%
|
|
|
66
|
Private Trust Company
Cleveland,
Ohio
|
$867K
|
-$18.1K
|
-697
|
-2%
|
|
|
67
|
Global Financial Private Client
Sarasota,
Florida
|
$828K
|
+$246K
|
+9,492
|
+41%
|
|
|
68
|
Colony Group
Boston,
Massachusetts
|
$799K
|
+$811K
|
+31,312
|
New
|
|
|
69
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$787K
|
–
|
–
|
–
|
|
|
70
|
4J Wealth Management
Alexandria,
Virginia
|
$779K
|
-$107K
|
-4,120
|
-12%
|
|
|
71
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$759K
|
–
|
–
|
–
|
|
|
72
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$744K
|
+$753K
|
+29,068
|
New
|
|
|
73
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$721K
|
-$733K
|
-28,286
|
Closed
|
|
|
74
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$697K
|
+$64.2K
|
+2,476
|
+10%
|
|
|
75
|
Valmark Advisers
Akron,
Ohio
|
$684K
|
-$34.4K
|
-1,326
|
-5%
|
|
