|
76
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$2.75M
|
+$2.4M
|
+66,499
|
+571%
|
|
|
77
|
|
$2.7M
|
+$2.15M
|
+59,560
|
+347%
|
|
|
78
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$2.7M
|
+$762K
|
+21,111
|
+38%
|
|
|
79
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$2.66M
|
-$36.4K
|
-1,009
|
-1%
|
|
|
80
|
|
$2.6M
|
+$2.66M
|
+73,803
|
New
|
|
|
81
|
IndexIQ Advisors
New York
|
$2.6M
|
+$1.88M
|
+52,065
|
+240%
|
|
|
82
|
Creative Planning
Overland Park,
Kansas
|
$2.6M
|
-$286K
|
-7,918
|
-10%
|
|
|
83
|
Purus Wealth Management
Newport Beach,
California
|
$2.58M
|
+$164K
|
+4,539
|
+7%
|
|
|
84
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$2.52M
|
-$78.5K
|
-2,175
|
-3%
|
|
|
85
|
Belpointe Asset Management
Reno,
Nevada
|
$2.46M
|
-$47.4K
|
-1,314
|
-2%
|
|
|
86
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.4M
|
-$209K
|
-5,795
|
-8%
|
|
|
87
|
Derbend Asset Management
Peachtree City,
Georgia
|
$2.39M
|
+$2.45M
|
+67,749
|
New
|
|
|
88
|
Greenline Partners
New York
|
$2.23M
|
+$1.9M
|
+52,630
|
+486%
|
|
|
89
|
Rockefeller Capital Management
New York
|
$2.23M
|
-$401K
|
-11,112
|
-15%
|
|
|
90
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$2.15M
|
+$2.2M
|
+61,064
|
New
|
|
|
91
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$2.14M
|
+$28.8K
|
+797
|
+1%
|
|
|
92
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.14M
|
+$54.2K
|
+1,500
|
+3%
|
|
|
93
|
Sargent Investment Group
Bethesda,
Maryland
|
$2.13M
|
+$192K
|
+5,305
|
+10%
|
|
|
94
|
Scotia Capital
Toronto,
Ontario, Canada
|
$2.12M
|
+$109K
|
+3,015
|
+5%
|
|
|
95
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$2.02M
|
+$107K
|
+2,952
|
+5%
|
|
|
96
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2M
|
+$501K
|
+13,887
|
+32%
|
|
|
97
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.97M
|
+$366K
|
+10,135
|
+22%
|
|
|
98
|
WFA of San Diego
San Diego,
California
|
$1.92M
|
+$42.5K
|
+1,177
|
+2%
|
|
|
99
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.9M
|
+$1.7M
|
+46,961
|
+666%
|
|
|
100
|
55I LLC
Boston,
Massachusetts
|
$1.86M
|
+$1.91M
|
+52,889
|
New
|
|
