|
201
|
Circle Wealth Management
Summit,
New Jersey
|
$5.18M
|
+$2.89M
|
+60,206
|
+113%
|
|
|
202
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$5.13M
|
+$4.86M
|
+101,235
|
+892%
|
|
|
203
|
Private Advisor Group
Morristown,
New Jersey
|
$4.93M
|
+$2.67M
|
+55,621
|
+106%
|
|
|
204
|
MML Investors Services
Springfield,
Massachusetts
|
$4.9M
|
-$5M
|
-104,137
|
-49%
|
|
|
205
|
Evercore Wealth Management
New York
|
$4.89M
|
+$1.19M
|
+24,787
|
+30%
|
|
|
206
|
People's United Financial
Bridgeport,
Connecticut
|
$4.89M
|
-$1.47M
|
-30,572
|
-22%
|
|
|
207
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$4.87M
|
+$68.1K
|
+1,418
|
+1%
|
|
|
208
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$4.84M
|
+$5.1M
|
+106,220
|
New
|
|
|
209
|
VERITY Wealth Advisors
Sausalito,
United States
|
$4.79M
|
+$5.04M
|
+104,976
|
New
|
|
|
210
|
Citizens Financial Group
Providence,
Rhode Island
|
$4.74M
|
+$347K
|
+7,229
|
+7%
|
|
|
211
|
Watermark Asset Management
San Ramon,
California
|
$4.71M
|
+$3.04M
|
+63,366
|
+159%
|
|
|
212
|
Joel Isaacson & Co
New York
|
$4.68M
|
+$4.17M
|
+86,836
|
+745%
|
|
|
213
|
Cambiar Investors
Denver,
Colorado
|
$4.63M
|
+$4.88M
|
+101,592
|
New
|
|
|
214
|
US Bancorp
Minneapolis,
Minnesota
|
$4.61M
|
+$1.41M
|
+29,397
|
+41%
|
|
|
215
|
Welch & Forbes
Boston,
Massachusetts
|
$4.61M
|
-$97K
|
-2,020
|
-2%
|
|
|
216
|
Signet Financial Management
Parsippany,
New Jersey
|
$4.53M
|
-$320K
|
-6,664
|
-6%
|
|
|
217
|
Covington Capital Management
Los Angeles,
California
|
$4.51M
|
+$264K
|
+5,498
|
+6%
|
|
|
218
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$4.49M
|
+$4.66M
|
+97,077
|
+6,672%
|
|
|
219
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$4.45M
|
+$4.51M
|
+94,004
|
New
|
|
|
220
|
Caprock Group
Boise,
Idaho
|
$4.42M
|
+$1.24M
|
+25,891
|
+36%
|
|
|
221
|
M Financial Asset Management
Portland,
Oregon
|
$4.41M
|
+$96.4K
|
+2,008
|
+2%
|
|
|
222
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$4.4M
|
-$998K
|
-20,787
|
-18%
|
|
|
223
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.35M
|
+$1.68K
|
+35
|
+0%
|
|
|
224
|
Rockefeller Capital Management
New York
|
$4.34M
|
+$3.98M
|
+82,856
|
+669%
|
|
|
225
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$4.3M
|
–
|
–
|
–
|
|
