|
101
|
Altavista Wealth Management
Asheville,
North Carolina
|
$2.49M
|
+$47.4K
|
+1,328
|
+2%
|
|
|
102
|
Rockefeller Capital Management
New York
|
$2.45M
|
-$27.7K
|
-776
|
-1%
|
|
|
103
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.45M
|
-$28.6K
|
-802
|
-1%
|
|
|
104
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.44M
|
+$250K
|
+7,002
|
+12%
|
|
|
105
|
MML Investors Services
Springfield,
Massachusetts
|
$2.44M
|
-$3.32M
|
-92,885
|
-58%
|
|
|
106
|
|
$2.32M
|
-$52.2K
|
-1,463
|
-2%
|
|
|
107
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2.27M
|
+$73.3K
|
+2,053
|
+3%
|
|
|
108
|
Belpointe Asset Management
Reno,
Nevada
|
$2.11M
|
-$106K
|
-2,971
|
-5%
|
|
|
109
|
WFA of San Diego
San Diego,
California
|
$2.1M
|
+$71.9K
|
+2,014
|
+4%
|
|
|
110
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$2.09M
|
+$2.07M
|
+58,080
|
New
|
|
|
111
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.08M
|
-$39.3K
|
-1,100
|
-2%
|
|
|
112
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$1.95M
|
+$1.92M
|
+53,704
|
New
|
|
|
113
|
SFG Wealth Management
Towson,
Maryland
|
$1.95M
|
+$1.92M
|
+53,645
|
New
|
|
|
114
|
Merriman Wealth Management
Seattle,
Washington
|
$1.86M
|
+$3.93K
|
+110
|
+0.2%
|
|
|
115
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.79M
|
+$141K
|
+3,951
|
+9%
|
|
|
116
|
Franklin Resources
San Mateo,
California
|
$1.65M
|
–
|
–
|
–
|
|
|
117
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.52M
|
-$28.9K
|
-808
|
-2%
|
|
|
118
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$1.5M
|
-$725K
|
-20,312
|
-33%
|
|
|
119
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.37M
|
–
|
–
|
–
|
|
|
120
|
Continuum Advisory
Eagle,
Idaho
|
$1.32M
|
-$112K
|
-3,147
|
-8%
|
|
|
121
|
Integrated Advisors Network
Dallas,
Texas
|
$1.26M
|
+$55.7K
|
+1,560
|
+5%
|
|
|
122
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$1.25M
|
-$235M
|
-6,583,050
|
-99%
|
|
|
123
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.24M
|
+$106K
|
+2,956
|
+9%
|
|
|
124
|
Richard Bernstein Advisors
New York
|
$1.22M
|
+$30K
|
+839
|
+3%
|
|
|
125
|
Evercore Wealth Management
New York
|
$1.21M
|
+$98.2K
|
+2,750
|
+9%
|
|
