|
76
|
Rockefeller Capital Management
New York
|
$2.54M
|
+$1.46M
|
+40,965
|
+122%
|
|
|
77
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.52M
|
+$37.1K
|
+1,040
|
+1%
|
|
|
78
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$2.5M
|
+$94.6K
|
+2,650
|
+4%
|
|
|
79
|
Belpointe Asset Management
Reno,
Nevada
|
$2.42M
|
+$303K
|
+8,481
|
+14%
|
|
|
80
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.34M
|
-$252K
|
-7,069
|
-9%
|
|
|
81
|
Purus Wealth Management
Newport Beach,
California
|
$2.34M
|
+$183K
|
+5,134
|
+8%
|
|
|
82
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$2.31M
|
+$629K
|
+17,606
|
+35%
|
|
|
83
|
Gould Asset Management
Claremont,
California
|
$2.08M
|
-$9.05M
|
-253,613
|
-81%
|
|
|
84
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$2.04M
|
-$49.9K
|
-1,397
|
-2%
|
|
|
85
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.01M
|
-$105K
|
-2,950
|
-5%
|
|
|
86
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$2M
|
+$128K
|
+3,588
|
+7%
|
|
|
87
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.95M
|
+$114K
|
+3,184
|
+6%
|
|
|
88
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$1.89M
|
-$18.2K
|
-509
|
-0.9%
|
|
|
89
|
Sargent Investment Group
Bethesda,
Maryland
|
$1.87M
|
+$363K
|
+10,161
|
+23%
|
|
|
90
|
Formidable Asset Management
Cincinnati,
Ohio
|
$1.82M
|
-$49.6K
|
-1,388
|
-3%
|
|
|
91
|
|
$1.82M
|
+$1.91M
|
+53,511
|
New
|
|
|
92
|
WFA of San Diego
San Diego,
California
|
$1.82M
|
-$110K
|
-3,073
|
-5%
|
|
|
93
|
Wells Fargo
San Francisco,
California
|
$1.79M
|
+$1.32M
|
+36,976
|
+236%
|
|
|
94
|
Cambridge Associates
Boston,
Massachusetts
|
$1.75M
|
–
|
–
|
–
|
|
|
95
|
Franklin Resources
San Mateo,
California
|
$1.67M
|
-$16.9K
|
-472
|
-1%
|
|
|
96
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.6M
|
+$474K
|
+13,271
|
+39%
|
|
|
97
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.56M
|
+$191K
|
+5,348
|
+13%
|
|
|
98
|
Continuum Advisory
Eagle,
Idaho
|
$1.55M
|
-$4.89M
|
-136,929
|
-76%
|
|
|
99
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.45M
|
+$299K
|
+8,373
|
+24%
|
|
|
100
|
Colonial River Investments
Midlothian,
Virginia
|
$1.45M
|
+$157K
|
+4,388
|
+11%
|
|
