|
201
|
Parcion Private Wealth
Bellevue,
Washington
|
$8.13M
|
+$3.18M
|
+50,233
|
+64%
|
|
|
202
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$8.13M
|
+$3.05M
|
+48,202
|
+60%
|
|
|
203
|
Fiduciary Trust
Boston,
Massachusetts
|
$7.89M
|
-$680K
|
-10,746
|
-8%
|
|
|
204
|
North Star Asset Management
Neenah,
Wisconsin
|
$7.74M
|
-$95K
|
-1,501
|
-1%
|
|
|
205
|
|
$7.6M
|
-$24.1M
|
-381,634
|
-76%
|
|
|
206
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$7.6M
|
+$717K
|
+11,330
|
+10%
|
|
|
207
|
Old Mission Capital
Chicago,
Illinois
|
$7.46M
|
+$7.45M
|
+117,704
|
New
|
|
|
208
|
Atria Investments
Charlotte,
North Carolina
|
$7.4M
|
+$5.28M
|
+83,426
|
+251%
|
|
|
209
|
TrinityPoint Wealth
Milford,
Connecticut
|
$7.37M
|
+$682K
|
+10,780
|
+10%
|
|
|
210
|
Cetera Advisor Networks
El Segundo,
California
|
$7.31M
|
+$2.17M
|
+34,334
|
+42%
|
|
|
211
|
VERITY Wealth Advisors
Sausalito,
United States
|
$7.23M
|
-$465K
|
-7,348
|
-6%
|
|
|
212
|
Black Diamond Financial
Towson,
Maryland
|
$7.22M
|
+$591K
|
+9,345
|
+9%
|
|
|
213
|
Avantax Advisory Services
Dallas,
Texas
|
$7.22M
|
+$462K
|
+7,308
|
+7%
|
|
|
214
|
Miller Equity Capital Advisors
Irving,
Texas
|
$7.13M
|
-$151K
|
-2,385
|
-2%
|
|
|
215
|
Balentine LLC
Atlanta,
Georgia
|
$7.1M
|
–
|
–
|
–
|
|
|
216
|
Joel Isaacson & Co
New York
|
$7M
|
+$31.4K
|
+497
|
+0.5%
|
|
|
217
|
Transcend Capital Advisors
Madison,
New Jersey
|
$6.92M
|
+$334K
|
+5,277
|
+5%
|
|
|
218
|
Washington Trust
Westerly,
Rhode Island
|
$6.92M
|
+$1.97M
|
+31,195
|
+40%
|
|
|
219
|
Welch & Forbes
Boston,
Massachusetts
|
$6.74M
|
+$145K
|
+2,295
|
+2%
|
|
|
220
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$6.66M
|
+$67.9K
|
+1,073
|
+1%
|
|
|
221
|
Stratos Investment Management
Beachwood,
Ohio
|
$6.63M
|
+$750K
|
+11,857
|
+13%
|
|
|
222
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$6.54M
|
-$63
|
-1
|
-0%
|
|
|
223
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$6.47M
|
+$146K
|
+2,314
|
+2%
|
|
|
224
|
Opus Investment Management
Worcester,
Massachusetts
|
$6.46M
|
–
|
–
|
–
|
|
|
225
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$6.4M
|
-$12.1K
|
-191
|
-0.2%
|
|
