|
301
|
Atria Wealth Solutions
New York
|
$4.26M
|
+$360K
|
+1,607
|
+8%
|
|
|
302
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.25M
|
+$1.73M
|
+7,723
|
+57%
|
|
|
303
|
Oppenheimer & Co
New York
|
$4.24M
|
+$666K
|
+2,975
|
+16%
|
|
|
304
|
Alpine Woods Capital Investors
Purchase,
New York
|
$4.22M
|
+$4.72M
|
+21,085
|
New
|
|
|
305
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$4.19M
|
+$263K
|
+1,173
|
+6%
|
|
|
306
|
Spire Wealth Management
Mclean,
Virginia
|
$4.18M
|
-$2.09M
|
-9,327
|
-31%
|
|
|
307
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$4.14M
|
–
|
–
|
–
|
|
|
308
|
Atria Investments
Charlotte,
North Carolina
|
$4.13M
|
+$179K
|
+800
|
+4%
|
|
|
309
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$4.13M
|
+$1.12M
|
+4,990
|
+32%
|
|
|
310
|
Axxcess Wealth Management
Carlsbad,
California
|
$4.1M
|
+$862K
|
+3,850
|
+23%
|
|
|
311
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$4.09M
|
-$448
|
-2
|
-0%
|
|
|
312
|
Beck Bode LLC
Dedham,
Massachusetts
|
$4.05M
|
+$660K
|
+2,949
|
+17%
|
|
|
313
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$4M
|
–
|
–
|
–
|
|
|
314
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.99M
|
-$24.2K
|
-108
|
-0.5%
|
|
|
315
|
Fortis Group Advisors
Westwood,
New Jersey
|
$3.9M
|
-$1.99M
|
-8,873
|
-36%
|
|
|
316
|
Evexia Wealth
Stevens Point,
Wisconsin
|
$3.89M
|
+$1.03M
|
+4,580
|
+30%
|
|
|
317
|
Bath Savings Trust
Bath,
Maine
|
$3.78M
|
+$226K
|
+1,009
|
+6%
|
|
|
318
|
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
|
$3.77M
|
+$1.28M
|
+5,706
|
+43%
|
|
|
319
|
Donaldson Capital Management
Evansville,
Indiana
|
$3.76M
|
+$3.12M
|
+13,957
|
+288%
|
|
|
320
|
Mercer Global Advisors
Denver,
Colorado
|
$3.75M
|
-$397K
|
-1,773
|
-9%
|
|
|
321
|
American Trust
Lexington,
Kentucky
|
$3.73M
|
+$460K
|
+2,056
|
+12%
|
|
|
322
|
MML Investors Services
Springfield,
Massachusetts
|
$3.71M
|
+$313K
|
+1,398
|
+8%
|
|
|
323
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.68M
|
-$2.27M
|
-10,119
|
-36%
|
|
|
324
|
Kestra Advisory Services
Austin,
Texas
|
$3.66M
|
+$1.39M
|
+6,203
|
+51%
|
|
|
325
|
C2C Wealth Management
Scottsdale,
Arizona
|
$3.65M
|
–
|
–
|
–
|
|
