|
201
|
Courier Capital
Buffalo,
New York
|
$8.05M
|
-$3.98M
|
-76,394
|
-33%
|
|
|
202
|
Graypoint LLC
Albany,
New York
|
$8.02M
|
+$268K
|
+5,153
|
+4%
|
|
|
203
|
Total Wealth Planning
Cincinnati,
Ohio
|
$7.93M
|
-$1.6M
|
-30,752
|
-17%
|
|
|
204
|
Disciplina Capital Management
Nashville,
Tennessee
|
$7.73M
|
+$7.64M
|
+146,772
|
+157,819%
|
|
|
205
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.7M
|
-$3.44M
|
-66,063
|
-31%
|
|
|
206
|
Meridian Wealth Management
Lexington,
Kentucky
|
$7.69M
|
+$7.6M
|
+146,091
|
New
|
|
|
207
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$7.66M
|
+$170K
|
+3,258
|
+2%
|
|
|
208
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.61M
|
+$81.3K
|
+1,563
|
+1%
|
|
|
209
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$7.55M
|
+$307K
|
+5,894
|
+4%
|
|
|
210
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$7.52M
|
-$476K
|
-9,144
|
-6%
|
|
|
211
|
Bailard
Foster City,
California
|
$7.51M
|
-$185K
|
-3,555
|
-2%
|
|
|
212
|
Fairview Capital Investment Management
Greenbrae,
California
|
$7.45M
|
-$229K
|
-4,395
|
-3%
|
|
|
213
|
Corient Private Wealth
Miami,
Florida
|
$7.43M
|
-$585K
|
-11,236
|
-7%
|
|
|
214
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$7.22M
|
-$356K
|
-6,837
|
-5%
|
|
|
215
|
Private Advisor Group
Morristown,
New Jersey
|
$7.16M
|
+$576K
|
+11,076
|
+9%
|
|
|
216
|
Atria Investments
Charlotte,
North Carolina
|
$7.05M
|
-$20.5M
|
-393,265
|
-75%
|
|
|
217
|
Sage Advisory Services
Austin,
Texas
|
$6.96M
|
–
|
–
|
–
|
|
|
218
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$6.84M
|
–
|
–
|
–
|
|
|
219
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$6.83M
|
-$63.3K
|
-1,216
|
-0.9%
|
|
|
220
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$6.82M
|
+$47.8K
|
+918
|
+0.7%
|
|
|
221
|
Holt Capital Partners
Fort Worth,
Texas
|
$6.81M
|
+$48.7K
|
+935
|
+0.7%
|
|
|
222
|
Roundview Capital
Princeton,
New Jersey
|
$6.79M
|
+$28.9K
|
+555
|
+0.4%
|
|
|
223
|
MA Private Wealth
San Carlos,
California
|
$6.76M
|
-$786K
|
-15,104
|
-11%
|
|
|
224
|
Financial Life Advisors
San Antonio,
Texas
|
$6.72M
|
+$253K
|
+4,864
|
+4%
|
|
|
225
|
Oppenheimer Asset Management
New York
|
$6.65M
|
+$24.2K
|
+465
|
+0.4%
|
|
