|
151
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$471K
|
+$489K
|
+6,931
|
New
|
|
|
152
|
Avidian Wealth Enterprises
Houston,
Texas
|
$466K
|
–
|
–
|
–
|
|
|
153
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$458K
|
+$475K
|
+6,740
|
New
|
|
|
154
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$457K
|
+$99.2K
|
+1,406
|
+26%
|
|
|
155
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$451K
|
–
|
–
|
–
|
|
|
156
|
Canal Capital Management
Richmond,
Virginia
|
$450K
|
-$9.31K
|
-132
|
-2%
|
|
|
157
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$432K
|
–
|
–
|
–
|
|
|
158
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$425K
|
–
|
–
|
–
|
|
|
159
|
William Blair & Company
Chicago,
Illinois
|
$421K
|
+$252K
|
+3,570
|
+136%
|
|
|
160
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$413K
|
+$161K
|
+2,283
|
+60%
|
|
|
161
|
Rockefeller Capital Management
New York
|
$411K
|
+$45.8K
|
+650
|
+12%
|
|
|
162
|
SSA Swiss Advisors
Zurich,
|
$404K
|
+$287K
|
+4,074
|
+218%
|
|
|
163
|
Mather Group
Chicago,
Illinois
|
$397K
|
-$4.16K
|
-59
|
-1%
|
|
|
164
|
Dunhill Financial
London,
United Kingdom
|
$390K
|
+$161K
|
+2,284
|
+66%
|
|
|
165
|
Brown Advisory
Baltimore,
Maryland
|
$387K
|
+$140K
|
+1,985
|
+53%
|
|
|
166
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$381K
|
+$48K
|
+681
|
+15%
|
|
|
167
|
MMBG Investment Advisors
Miami,
Florida
|
$380K
|
–
|
–
|
–
|
|
|
168
|
HighTower Advisors
Chicago,
Illinois
|
$375K
|
-$34.8K
|
-493
|
-8%
|
|
|
169
|
Stokes Family Office
New Orleans,
Louisiana
|
$367K
|
–
|
–
|
–
|
|
|
170
|
Prospera Financial Services
Dallas,
Texas
|
$364K
|
+$378K
|
+5,362
|
New
|
|
|
171
|
Cannell & Spears
New York
|
$360K
|
–
|
–
|
–
|
|
|
172
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$355K
|
–
|
–
|
–
|
|
|
173
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$353K
|
+$367K
|
+5,199
|
New
|
|
|
174
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$352K
|
-$4.37K
|
-62
|
-1%
|
|
|
175
|
|
$341K
|
–
|
–
|
–
|
|
