|
201
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.41M
|
+$1.65M
|
+14,577
|
+23%
|
|
|
202
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$6.27M
|
-$4.33M
|
-38,142
|
-41%
|
|
|
203
|
Perigon Wealth Management
San Francisco,
California
|
$6.2M
|
+$5.38M
|
+47,455
|
+682%
|
|
|
204
|
Meridian Financial Partners
Warrenton,
Virginia
|
$5.94M
|
-$14.4K
|
-127
|
-0.2%
|
|
|
205
|
Northeast Financial Consultants
Westport,
Connecticut
|
$5.86M
|
-$5.35M
|
-47,136
|
-48%
|
|
|
206
|
New York Life Investment Management
New York
|
$5.8M
|
+$5.77M
|
+50,859
|
New
|
|
|
207
|
Merit Financial Group
Alpharetta,
Georgia
|
$5.75M
|
+$548K
|
+4,828
|
+11%
|
|
|
208
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$5.74M
|
-$2.24M
|
-19,705
|
-28%
|
|
|
209
|
Csenge Advisory Group
Clearwater,
Florida
|
$5.48M
|
+$280K
|
+2,468
|
+5%
|
|
|
210
|
Parallel Advisors
San Francisco,
California
|
$5.45M
|
-$329K
|
-2,900
|
-6%
|
|
|
211
|
Brown Advisory
Baltimore,
Maryland
|
$5.39M
|
+$335K
|
+2,956
|
+7%
|
|
|
212
|
Truist Financial
Charlotte,
North Carolina
|
$5.36M
|
-$119K
|
-1,045
|
-2%
|
|
|
213
|
Bridges Investment Management
Omaha,
Nebraska
|
$5.36M
|
–
|
–
|
–
|
|
|
214
|
HSBC Holdings
London,
United Kingdom
|
$5.32M
|
-$12.7M
|
-112,158
|
-71%
|
|
|
215
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$5.29M
|
+$64.3K
|
+567
|
+1%
|
|
|
216
|
Lido Advisors
Los Angeles,
California
|
$5.27M
|
-$605K
|
-5,335
|
-10%
|
|
|
217
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$5.14M
|
-$183K
|
-1,612
|
-3%
|
|
|
218
|
Hoese & Co
Glencoe,
Minnesota
|
$4.84M
|
+$54.4K
|
+480
|
+1%
|
|
|
219
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$4.82M
|
+$280K
|
+2,469
|
+6%
|
|
|
220
|
AlphaCore Capital
La Jolla,
California
|
$4.82M
|
+$445K
|
+3,920
|
+10%
|
|
|
221
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$4.79M
|
-$1.8M
|
-15,837
|
-27%
|
|
|
222
|
Performa Ltd (US)
Charleston,
South Carolina
|
$4.7M
|
+$636K
|
+5,611
|
+16%
|
|
|
223
|
MAI Capital Management
Independence,
Ohio
|
$4.56M
|
-$652K
|
-5,745
|
-13%
|
|
|
224
|
Cora Capital Advisors
Marlton,
New Jersey
|
$4.56M
|
+$4.53M
|
+39,974
|
New
|
|
|
225
|
Red Tortoise LLC
Atlanta,
Georgia
|
$4.5M
|
+$4.48M
|
+39,462
|
New
|
|
