|
26
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.04M
|
–
|
–
|
–
|
|
|
27
|
|
$2.99M
|
+$1.42M
|
+56,243
|
+92%
|
|
|
28
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.92M
|
+$90.7K
|
+3,599
|
+3%
|
|
|
29
|
Ameriprise
Minneapolis,
Minnesota
|
$2.87M
|
+$96.7K
|
+3,841
|
+4%
|
|
|
30
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$2.86M
|
+$595K
|
+23,636
|
+27%
|
|
|
31
|
United Capital Financial Advisors
Irving,
Texas
|
$2.72M
|
+$1.66K
|
+66
|
+0.1%
|
|
|
32
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.51M
|
+$1.66M
|
+65,971
|
+200%
|
|
|
33
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2.49M
|
+$1.43M
|
+56,730
|
+138%
|
|
|
34
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$2.47M
|
-$264K
|
-10,483
|
-10%
|
|
|
35
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$2.44M
|
+$353K
|
+14,020
|
+17%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.36M
|
-$30.1K
|
-1,194
|
-1%
|
|
|
37
|
Quantum Financial Advisors
El Segundo,
California
|
$2.22M
|
+$107K
|
+4,244
|
+5%
|
|
|
38
|
Envision Financial Planning
Memphis,
Tennessee
|
$2.15M
|
-$136K
|
-5,415
|
-6%
|
|
|
39
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.13M
|
+$49.7K
|
+1,973
|
+2%
|
|
|
40
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.09M
|
–
|
–
|
–
|
|
|
41
|
|
$2.08M
|
+$2.06M
|
+81,923
|
New
|
|
|
42
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$2.08M
|
+$1.24M
|
+49,171
|
+151%
|
|
|
43
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.61M
|
+$1.59M
|
+63,186
|
New
|
|
|
44
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.6M
|
+$50K
|
+1,986
|
+3%
|
|
|
45
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.59M
|
+$49.8K
|
+1,977
|
+3%
|
|
|
46
|
Valmark Advisers
Akron,
Ohio
|
$1.52M
|
+$154K
|
+6,129
|
+11%
|
|
|
47
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.49M
|
+$171K
|
+6,805
|
+13%
|
|
|
48
|
Spinnaker Trust
Portland,
Maine
|
$1.37M
|
+$162K
|
+6,415
|
+13%
|
|
|
49
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.3M
|
+$7.83K
|
+311
|
+0.6%
|
|
|
50
|
Leavell Investment Management
Mobile,
Alabama
|
$1.28M
|
+$613K
|
+24,328
|
+93%
|
|
