|
201
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2.28M
|
-$43.7K
|
-1,341
|
-2%
|
|
|
202
|
Antipodean Advisors
New York
|
$2.26M
|
–
|
–
|
–
|
|
|
203
|
Equitable Holdings
New York
|
$2.25M
|
+$362K
|
+11,107
|
+17%
|
|
|
204
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$2.23M
|
+$561K
|
+17,211
|
+30%
|
|
|
205
|
Creative Planning
Overland Park,
Kansas
|
$2.23M
|
-$1.27M
|
-39,066
|
-35%
|
|
|
206
|
Credit Agricole
Montrouge Cedex,
France
|
$2.23M
|
+$1.95M
|
+59,887
|
+426%
|
|
|
207
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.21M
|
+$308K
|
+9,455
|
+15%
|
|
|
208
|
MML Investors Services
Springfield,
Massachusetts
|
$2.19M
|
+$816K
|
+25,042
|
+52%
|
|
|
209
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.15M
|
-$32.7K
|
-1,003
|
-1%
|
|
|
210
|
Brown Advisory
Baltimore,
Maryland
|
$2.15M
|
+$53.4K
|
+1,640
|
+2%
|
|
|
211
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.15M
|
+$387K
|
+11,884
|
+20%
|
|
|
212
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$2.14M
|
-$482K
|
-14,778
|
-17%
|
|
|
213
|
EP Wealth Advisors
Torrance,
California
|
$2.14M
|
+$26.8M
|
+822,549
|
New
|
|
|
214
|
Advisory Services Network
Atlanta,
Georgia
|
$2.14M
|
+$292K
|
+8,963
|
+14%
|
|
|
215
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.14M
|
-$877K
|
-26,915
|
-27%
|
|
|
216
|
LSP Investment Advisors
New York
|
$2.12M
|
–
|
–
|
–
|
|
|
217
|
Y-Intercept (HK)
Hong Kong
|
$2.12M
|
+$2.29M
|
+70,378
|
New
|
|
|
218
|
Hilltop Holdings
Dallas,
Texas
|
$2.05M
|
-$810K
|
-24,873
|
-27%
|
|
|
219
|
MAI Capital Management
Independence,
Ohio
|
$2.05M
|
-$26.1K
|
-800
|
-1%
|
|
|
220
|
Pinnbrook Capital Management
New York
|
$2.02M
|
-$10.8M
|
-330,402
|
-83%
|
|
|
221
|
Steward Partners Investment Advisory
New York
|
$2M
|
-$1.03M
|
-31,558
|
-32%
|
|
|
222
|
|
$1.98M
|
+$2.15M
|
+65,850
|
New
|
|
|
223
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.96M
|
-$11.3K
|
-347
|
-0.5%
|
|
|
224
|
Main Management
San Francisco,
California
|
$1.96M
|
+$261K
|
+8,000
|
+14%
|
|
|
225
|
Krilogy Financial
St. Louis,
Missouri
|
$1.93M
|
+$1M
|
+30,824
|
+92%
|
|
