|
151
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.53M
|
–
|
–
|
–
|
|
|
152
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.52M
|
+$107K
|
+5,924
|
+8%
|
|
|
153
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.48M
|
+$504K
|
+27,765
|
+51%
|
|
|
154
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.47M
|
+$1.48M
|
+81,658
|
New
|
|
|
155
|
North Star Investment Management
Chicago,
Illinois
|
$1.45M
|
-$179K
|
-9,870
|
-11%
|
|
|
156
|
Truist Financial
Charlotte,
North Carolina
|
$1.45M
|
-$223K
|
-12,298
|
-13%
|
|
|
157
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$1.42M
|
–
|
–
|
–
|
|
|
158
|
HC Advisors
Sandy Springs,
Georgia
|
$1.38M
|
+$8.34K
|
+460
|
+0.6%
|
|
|
159
|
IHT Wealth Management
Chicago,
Illinois
|
$1.34M
|
+$219K
|
+12,100
|
+20%
|
|
|
160
|
Independent Family Office
Albany,
New York
|
$1.24M
|
–
|
–
|
–
|
|
|
161
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$1.15M
|
-$80.8K
|
-4,452
|
-7%
|
|
|
162
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.14M
|
+$1.14M
|
+63,112
|
New
|
|
|
163
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.12M
|
+$399
|
+22
|
+0%
|
|
|
164
|
AE Wealth Management
Topeka,
Kansas
|
$1.11M
|
+$62.1K
|
+3,426
|
+6%
|
|
|
165
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.09M
|
–
|
–
|
–
|
|
|
166
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.09M
|
–
|
–
|
–
|
|
|
167
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.08M
|
+$27.3K
|
+1,506
|
+3%
|
|
|
168
|
|
$1.03M
|
-$321K
|
-17,681
|
-24%
|
|
|
169
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.01M
|
+$140K
|
+7,692
|
+16%
|
|
|
170
|
E&G Advisors
Houston,
Texas
|
$1.01M
|
+$998
|
+55
|
+0.1%
|
|
|
171
|
|
$998K
|
-$147K
|
-8,091
|
-13%
|
|
|
172
|
G&S Capital
Denver,
Colorado
|
$992K
|
-$37.6K
|
-2,075
|
-4%
|
|
|
173
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$988K
|
-$18.1K
|
-1,000
|
-2%
|
|
|
174
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$984K
|
+$290K
|
+15,981
|
+42%
|
|
|
175
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$966K
|
–
|
–
|
–
|
|
