|
401
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.07M
|
+$168K
|
+1,064
|
+3%
|
|
|
402
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$6.06M
|
+$858K
|
+5,426
|
+17%
|
|
|
403
|
Cobblestone Capital Advisors
Rochester,
New York
|
$6.03M
|
+$160K
|
+1,014
|
+3%
|
|
|
404
|
Financial Advisors
Andover,
Massachusetts
|
$5.95M
|
-$26.7K
|
-169
|
-0.5%
|
|
|
405
|
Klingman & Associates
New York
|
$5.93M
|
+$316
|
+2
|
+0%
|
|
|
406
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$5.92M
|
-$7.07M
|
-44,714
|
-56%
|
|
|
407
|
Weiss Asset Management
Boston,
Massachusetts
|
$5.9M
|
-$2.43M
|
-15,400
|
-30%
|
|
|
408
|
AdvicePeriod
Los Angeles,
California
|
$5.87M
|
-$2.02M
|
-12,776
|
-26%
|
|
|
409
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$5.83M
|
+$108K
|
+686
|
+2%
|
|
|
410
|
Confluence Wealth Management
Portland,
Oregon
|
$5.79M
|
+$30.3K
|
+192
|
+0.6%
|
|
|
411
|
NBT Bank
Norwich,
New York
|
$5.78M
|
-$48.5K
|
-307
|
-0.9%
|
|
|
412
|
Appleton Partners
Boston,
Massachusetts
|
$5.77M
|
-$282K
|
-1,783
|
-5%
|
|
|
413
|
Private Advisory Group
Redmond,
Washington
|
$5.71M
|
+$246K
|
+1,557
|
+5%
|
|
|
414
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$5.7M
|
+$1.12M
|
+7,099
|
+25%
|
|
|
415
|
Wealth CMT
Cherry Hill,
New Jersey
|
$5.67M
|
+$5.41M
|
+34,239
|
New
|
|
|
416
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$5.61M
|
-$652K
|
-4,125
|
-11%
|
|
|
417
|
Global Retirement Partners
San Rafael,
California
|
$5.57M
|
+$139K
|
+879
|
+3%
|
|
|
418
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$5.54M
|
+$75.9K
|
+480
|
+1%
|
|
|
419
|
American Portfolios Advisors
Holbrook,
New York
|
$5.53M
|
+$195K
|
+1,235
|
+4%
|
|
|
420
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.51M
|
-$198K
|
-1,250
|
-4%
|
|
|
421
|
Wolverine Trading
Chicago,
Illinois
|
$5.46M
|
-$35M
|
-221,502
|
-87%
|
|
|
422
|
Wilshire Advisors
Santa Monica,
California
|
$5.42M
|
-$338K
|
-2,140
|
-6%
|
|
|
423
|
Circle Wealth Management
Summit,
New Jersey
|
$5.4M
|
+$26.6K
|
+168
|
+0.5%
|
|
|
424
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$5.39M
|
+$4M
|
+25,300
|
+349%
|
|
|
425
|
Country Club Trust
Kansas City,
Missouri
|
$5.38M
|
+$562K
|
+3,555
|
+12%
|
|
