|
201
|
Avidian Wealth Enterprises
Houston,
Texas
|
$9.36M
|
-$1.16M
|
-20,512
|
-11%
|
|
|
202
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.19M
|
-$363K
|
-6,424
|
-4%
|
|
|
203
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$9.13M
|
–
|
–
|
–
|
|
|
204
|
VERITY Wealth Advisors
Sausalito,
United States
|
$8.8M
|
+$89K
|
+1,574
|
+1%
|
|
|
205
|
Cetera Advisors
Denver,
Colorado
|
$8.75M
|
+$1.65M
|
+29,258
|
+24%
|
|
|
206
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$8.73M
|
+$99.3K
|
+1,757
|
+1%
|
|
|
207
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$8.71M
|
-$42.8K
|
-758
|
-0.5%
|
|
|
208
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$8.66M
|
+$82.9K
|
+1,466
|
+1%
|
|
|
209
|
Axis Capital Holdings
Pembroke,
|
$8.58M
|
–
|
–
|
–
|
|
|
210
|
TrinityPoint Wealth
Milford,
Connecticut
|
$8.54M
|
+$410K
|
+7,250
|
+5%
|
|
|
211
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$8.53M
|
-$1.13M
|
-19,931
|
-12%
|
|
|
212
|
Waverly Advisors
Birmingham,
Alabama
|
$8.51M
|
+$7.99M
|
+141,367
|
+3,835%
|
|
|
213
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.51M
|
+$393K
|
+6,952
|
+5%
|
|
|
214
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.48M
|
+$1.29M
|
+22,798
|
+19%
|
|
|
215
|
Curi RMB Capital
Chicago,
Illinois
|
$8.46M
|
-$7.23K
|
-128
|
-0.1%
|
|
|
216
|
Atria Investments
Charlotte,
North Carolina
|
$8.38M
|
-$523K
|
-9,258
|
-6%
|
|
|
217
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$8.37M
|
+$453K
|
+8,021
|
+6%
|
|
|
218
|
MAI Capital Management
Independence,
Ohio
|
$8.36M
|
+$5.86M
|
+103,724
|
+267%
|
|
|
219
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$8.29M
|
+$7.98M
|
+141,271
|
New
|
|
|
220
|
Balanced Wealth Group
Westlake,
Ohio
|
$8.27M
|
+$749K
|
+13,250
|
+10%
|
|
|
221
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.13M
|
-$1.54M
|
-27,240
|
-16%
|
|
|
222
|
Manchester Capital Management
Manchester,
Vermont
|
$8M
|
–
|
–
|
–
|
|
|
223
|
Dunhill Financial
London,
United Kingdom
|
$7.98M
|
+$164K
|
+2,895
|
+2%
|
|
|
224
|
Monterey Private Wealth
Monterey,
California
|
$7.93M
|
-$78.1K
|
-1,382
|
-1%
|
|
|
225
|
Washington Trust
Westerly,
Rhode Island
|
$7.86M
|
+$1.39M
|
+24,618
|
+23%
|
|
