|
126
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.06M
|
+$325K
|
+5,211
|
+46%
|
|
|
127
|
|
$1.03M
|
+$997K
|
+15,984
|
New
|
|
|
128
|
BTC Capital Management
Des Moines,
Iowa
|
$1.02M
|
+$92.7K
|
+1,486
|
+10%
|
|
|
129
|
Corient Private Wealth
Miami,
Florida
|
$1.02M
|
+$985K
|
+15,784
|
New
|
|
|
130
|
Ameriprise
Minneapolis,
Minnesota
|
$1.01M
|
+$9.48K
|
+152
|
+1%
|
|
|
131
|
GFS Advisors
Houston,
Texas
|
$1.01M
|
-$1.93K
|
-31
|
-0.2%
|
|
|
132
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$999K
|
+$651K
|
+10,430
|
+205%
|
|
|
133
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$991K
|
-$55.6K
|
-891
|
-5%
|
|
|
134
|
9258 Wealth Management
Blue Ash,
Ohio
|
$985K
|
-$452K
|
-7,248
|
-32%
|
|
|
135
|
Money Design
Tokyo,
Japan
|
$932K
|
+$41.8K
|
+670
|
+5%
|
|
|
136
|
Wealthspire Advisors (New York)
New York
|
$916K
|
-$426K
|
-6,833
|
-32%
|
|
|
137
|
Csenge Advisory Group
Clearwater,
Florida
|
$915K
|
+$32.3K
|
+518
|
+4%
|
|
|
138
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$884K
|
+$857K
|
+13,733
|
New
|
|
|
139
|
Institute for Wealth Management
Denver,
Colorado
|
$878K
|
-$71.3K
|
-1,143
|
-8%
|
|
|
140
|
LVW Advisors
Pittsford,
New York
|
$867K
|
-$662K
|
-10,620
|
-44%
|
|
|
141
|
Merriman Wealth Management
Seattle,
Washington
|
$844K
|
+$818K
|
+13,122
|
New
|
|
|
142
|
Raleigh Capital Management
Cary,
North Carolina
|
$839K
|
+$88.5K
|
+1,419
|
+12%
|
|
|
143
|
Montecito Bank & Trust
Santa Barbara,
California
|
$833K
|
+$46.2K
|
+740
|
+6%
|
|
|
144
|
|
$827K
|
+$802K
|
+12,850
|
New
|
|
|
145
|
Aveo Capital Partners
Englewood,
Colorado
|
$825K
|
+$166K
|
+2,662
|
+26%
|
|
|
146
|
Liberty Capital Management
Birmingham,
Michigan
|
$821K
|
-$9.73K
|
-156
|
-1%
|
|
|
147
|
Kestra Advisory Services
Austin,
Texas
|
$812K
|
-$79.5K
|
-1,275
|
-9%
|
|
|
148
|
CreativeOne Wealth
Overland Park,
Kansas
|
$767K
|
+$56.6K
|
+907
|
+8%
|
|
|
149
|
RiverGlades Family Offices
Naples,
Florida
|
$755K
|
+$732K
|
+11,730
|
New
|
|
|
150
|
Grandfield & Dodd
New York
|
$737K
|
–
|
–
|
–
|
|
