|
201
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$9.52M
|
-$227K
|
-3,870
|
-2%
|
|
|
202
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$9.41M
|
–
|
–
|
–
|
|
|
203
|
Beacon Pointe Advisors
Newport Beach,
California
|
$9.39M
|
-$1.99M
|
-33,858
|
-17%
|
|
|
204
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$9.13M
|
+$117
|
+2
|
+0%
|
|
|
205
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.1M
|
-$81K
|
-1,380
|
-0.9%
|
|
|
206
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$9.04M
|
+$305K
|
+5,194
|
+3%
|
|
|
207
|
VERITY Wealth Advisors
Sausalito,
United States
|
$9.01M
|
+$210K
|
+3,583
|
+2%
|
|
|
208
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$8.95M
|
+$577K
|
+9,826
|
+7%
|
|
|
209
|
United Capital Financial Advisors
Irving,
Texas
|
$8.87M
|
+$1.68M
|
+28,616
|
+23%
|
|
|
210
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$8.67M
|
+$15.8K
|
+269
|
+0.2%
|
|
|
211
|
Waverly Advisors
Birmingham,
Alabama
|
$8.6M
|
+$94.7K
|
+1,614
|
+1%
|
|
|
212
|
Axis Capital Holdings
Pembroke,
|
$8.58M
|
–
|
–
|
–
|
|
|
213
|
Avidian Wealth Enterprises
Houston,
Texas
|
$8.57M
|
-$790K
|
-13,459
|
-8%
|
|
|
214
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$8.56M
|
-$154K
|
-2,622
|
-2%
|
|
|
215
|
Washington Trust
Westerly,
Rhode Island
|
$8.5M
|
+$643K
|
+10,967
|
+8%
|
|
|
216
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$8.48M
|
-$226K
|
-3,857
|
-3%
|
|
|
217
|
MAI Capital Management
Independence,
Ohio
|
$8.48M
|
+$118K
|
+2,006
|
+1%
|
|
|
218
|
Atria Investments
Charlotte,
North Carolina
|
$8.47M
|
+$94.2K
|
+1,605
|
+1%
|
|
|
219
|
TrinityPoint Wealth
Milford,
Connecticut
|
$8.42M
|
-$118K
|
-2,008
|
-1%
|
|
|
220
|
Mather Group
Chicago,
Illinois
|
$8.4M
|
+$4.66M
|
+79,403
|
+125%
|
|
|
221
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.3M
|
+$168K
|
+2,868
|
+2%
|
|
|
222
|
Chatham Capital Group
Savannah,
Georgia
|
$8.2M
|
+$739K
|
+12,601
|
+10%
|
|
|
223
|
Manchester Capital Management
Manchester,
Vermont
|
$8M
|
–
|
–
|
–
|
|
|
224
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.98M
|
-$494K
|
-8,415
|
-6%
|
|
|
225
|
Monterey Private Wealth
Monterey,
California
|
$7.98M
|
+$53K
|
+904
|
+0.7%
|
|
