|
51
|
Planning Alternatives
Birmingham,
Michigan
|
$24.8M
|
-$633K
|
-34,824
|
-2%
|
|
|
52
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.8M
|
+$570K
|
+31,362
|
+2%
|
|
|
53
|
LVW Advisors
Pittsford,
New York
|
$23.9M
|
+$372K
|
+20,454
|
+2%
|
|
|
54
|
Atria Investments
Charlotte,
North Carolina
|
$23.1M
|
-$745K
|
-41,016
|
-3%
|
|
|
55
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22M
|
-$395K
|
-21,744
|
-2%
|
|
|
56
|
Permanens Capital
New York
|
$21.9M
|
-$4.34M
|
-238,776
|
-16%
|
|
|
57
|
National Planning Corporation
El Segundo,
California
|
$21.6M
|
-$3.73M
|
-205,188
|
-15%
|
|
|
58
|
Spectrum Management Group
Indianapolis,
Indiana
|
$21.3M
|
-$114K
|
-6,270
|
-0.5%
|
|
|
59
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$20.9M
|
+$544K
|
+29,964
|
+3%
|
|
|
60
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$20.5M
|
+$1.73M
|
+95,472
|
+9%
|
|
|
61
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$20.3M
|
+$1.19M
|
+65,400
|
+6%
|
|
|
62
|
MCF Advisors
Covington,
Kentucky
|
$19.1M
|
+$154K
|
+8,454
|
+0.8%
|
|
|
63
|
Investment Centers of America
Bismarck,
North Dakota
|
$18M
|
+$1.56M
|
+85,668
|
+9%
|
|
|
64
|
Cornerstone Management
Duluth,
Georgia
|
$17.8M
|
+$3.38M
|
+186,318
|
+23%
|
|
|
65
|
Ibbotson Associates
Chicago,
Illinois
|
$17.2M
|
-$2.58M
|
-141,792
|
-13%
|
|
|
66
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16.8M
|
+$5.25M
|
+288,816
|
+44%
|
|
|
67
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$16.4M
|
-$700K
|
-38,526
|
-4%
|
|
|
68
|
MSI Financial Services
Springfield,
Massachusetts
|
$15.9M
|
-$2.19M
|
-120,816
|
-12%
|
|
|
69
|
Truist Financial
Charlotte,
North Carolina
|
$15.7M
|
-$897K
|
-49,374
|
-5%
|
|
|
70
|
Credit Suisse
Zurich,
Switzerland
|
$15.4M
|
+$263K
|
+14,466
|
+2%
|
|
|
71
|
Noven Financial Group
Denver,
Colorado
|
$15.2M
|
-$2.8M
|
-154,218
|
-15%
|
|
|
72
|
Ameriprise
Minneapolis,
Minnesota
|
$14.9M
|
+$2.93M
|
+161,250
|
+23%
|
|
|
73
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$14.9M
|
+$484K
|
+26,616
|
+3%
|
|
|
74
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$14.6M
|
+$64.9K
|
+3,570
|
+0.4%
|
|
|
75
|
American Investment Services
Great Barrington,
Massachusetts
|
$14.6M
|
+$845K
|
+46,524
|
+6%
|
|
