|
76
|
|
$3.69M
|
+$3.84M
|
+65,888
|
New
|
|
|
77
|
Penobscot Wealth Management
Portland,
Maine
|
$3.56M
|
+$3.7M
|
+63,523
|
New
|
|
|
78
|
Ashford Capital Management
Wilmington,
Delaware
|
$3.56M
|
-$85.4K
|
-1,465
|
-2%
|
|
|
79
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$3.53M
|
+$35.2K
|
+604
|
+1%
|
|
|
80
|
NWAM LLC
Mercer Island,
Washington
|
$3.47M
|
+$447K
|
+7,669
|
+14%
|
|
|
81
|
Cresset Asset Management
Chicago,
Illinois
|
$3.42M
|
–
|
–
|
–
|
|
|
82
|
Acima Private Wealth
Richmond,
Virginia
|
$3.38M
|
-$525
|
-9
|
-0%
|
|
|
83
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.36M
|
+$255K
|
+4,379
|
+8%
|
|
|
84
|
KCS Wealth Advisory
Los Angeles,
California
|
$3.32M
|
-$8.86K
|
-152
|
-0.3%
|
|
|
85
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$3.04M
|
+$697K
|
+11,949
|
+28%
|
|
|
86
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.89M
|
+$174K
|
+2,987
|
+6%
|
|
|
87
|
Rockefeller Capital Management
New York
|
$2.85M
|
-$79.3K
|
-1,360
|
-3%
|
|
|
88
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.77M
|
+$170K
|
+2,912
|
+6%
|
|
|
89
|
PAX Financial Group
San Antonio,
Texas
|
$2.75M
|
+$242K
|
+4,148
|
+9%
|
|
|
90
|
Ranch Capital Advisors
Sarasota,
Florida
|
$2.56M
|
+$122K
|
+2,096
|
+5%
|
|
|
91
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.54M
|
+$1.15M
|
+19,647
|
+77%
|
|
|
92
|
Franklin Resources
San Mateo,
California
|
$2.53M
|
+$674K
|
+11,556
|
+35%
|
|
|
93
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.44M
|
–
|
–
|
–
|
|
|
94
|
Lazard Asset Management
New York
|
$2.42M
|
-$28.3K
|
-485
|
-1%
|
|
|
95
|
Sunbelt Securities
Houston,
Texas
|
$2.4M
|
–
|
–
|
–
|
|
|
96
|
Atria Investments
Charlotte,
North Carolina
|
$2.31M
|
+$768K
|
+13,179
|
+47%
|
|
|
97
|
TrinityPoint Wealth
Milford,
Connecticut
|
$2.26M
|
+$242K
|
+4,151
|
+11%
|
|
|
98
|
Davenport & Co
Richmond,
Virginia
|
$2.18M
|
+$2.27M
|
+38,853
|
New
|
|
|
99
|
Transcend Capital Advisors
Madison,
New Jersey
|
$2.02M
|
+$114K
|
+1,956
|
+6%
|
|
|
100
|
UBP Investment Advisors
Geneva,
Switzerland
|
$1.93M
|
–
|
–
|
–
|
|
