|
51
|
Corrigan Financial
Middletown,
Rhode Island
|
$4.99M
|
-$47.6K
|
-1,789
|
-0.9%
|
|
|
52
|
ERn Financial LLC
Middleton,
Wisconsin
|
$4.42M
|
+$257K
|
+9,664
|
+6%
|
|
|
53
|
|
$4.37M
|
+$4.81M
|
+180,845
|
New
|
|
|
54
|
First Interstate Bank
Billings,
Montana
|
$3.93M
|
+$3.9M
|
+146,589
|
+913%
|
|
|
55
|
GP Brinson Investments
Chicago,
Illinois
|
$3.67M
|
–
|
–
|
–
|
|
|
56
|
Seaside Wealth Management
Carlsbad,
California
|
$3.52M
|
+$3.57M
|
+134,286
|
New
|
|
|
57
|
Destiny Wealth Partners
Tavares,
Florida
|
$3.37M
|
-$281K
|
-10,539
|
-7%
|
|
|
58
|
Wealthspire Advisors (New York)
New York
|
$3.35M
|
+$1.06M
|
+39,827
|
+40%
|
|
|
59
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$3.04M
|
+$16K
|
+600
|
+0.5%
|
|
|
60
|
Bivin & Associates
Ponca City,
Oklahoma
|
$3.01M
|
-$112K
|
-4,215
|
-3%
|
|
|
61
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$2.99M
|
+$4.15K
|
+156
|
+0.1%
|
|
|
62
|
Naples Global Advisors
Naples,
Florida
|
$2.81M
|
+$880K
|
+33,057
|
+40%
|
|
|
63
|
Centaurus Financial
Anaheim,
California
|
$2.78M
|
+$635K
|
+23,843
|
+26%
|
|
|
64
|
Creative Planning
Overland Park,
Kansas
|
$2.74M
|
+$579K
|
+21,762
|
+24%
|
|
|
65
|
|
$2.71M
|
-$1.28M
|
-48,230
|
-59%
|
|
|
66
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.65M
|
-$73.8K
|
-2,771
|
-2%
|
|
|
67
|
Level Financial Advisors
East Amherst,
New York
|
$2.65M
|
-$42.7K
|
-1,605
|
-1%
|
|
|
68
|
Pathstone Family Office
Englewood,
New Jersey
|
$2.48M
|
+$2.05M
|
+76,936
|
+302%
|
|
|
69
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.43M
|
-$60.6K
|
-2,275
|
-2%
|
|
|
70
|
WR Wealth Planners
Columbia,
Missouri
|
$2.4M
|
+$28.6K
|
+1,076
|
+1%
|
|
|
71
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.23M
|
+$468K
|
+17,599
|
+24%
|
|
|
72
|
Apella Capital
West Hartford,
Connecticut
|
$2.19M
|
+$121K
|
+4,563
|
+5%
|
|
|
73
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.86M
|
+$1.83M
|
+68,801
|
+856%
|
|
|
74
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.83M
|
-$576K
|
-21,657
|
-22%
|
|
|
75
|
MAI Capital Management
Independence,
Ohio
|
$1.82M
|
+$1.81M
|
+68,075
|
+953%
|
|
