|
201
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$10.2M
|
+$3.43M
|
+56,931
|
+55%
|
|
|
202
|
M&T Bank
Buffalo,
New York
|
$10.1M
|
-$86.4K
|
-1,434
|
-0.9%
|
|
|
203
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$10.1M
|
-$88.9K
|
-1,476
|
-0.9%
|
|
|
204
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$10.1M
|
+$467K
|
+7,750
|
+5%
|
|
|
205
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$10M
|
+$323K
|
+5,364
|
+3%
|
|
|
206
|
Fidelity Investments
Boston,
Massachusetts
|
$9.88M
|
+$2.25M
|
+37,333
|
+31%
|
|
|
207
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$9.83M
|
-$264K
|
-4,382
|
-3%
|
|
|
208
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$9.8M
|
+$60
|
+1
|
+0%
|
|
|
209
|
VERITY Wealth Advisors
Sausalito,
United States
|
$9.7M
|
+$21K
|
+348
|
+0.2%
|
|
|
210
|
Beacon Pointe Advisors
Newport Beach,
California
|
$9.7M
|
-$374K
|
-6,203
|
-4%
|
|
|
211
|
United Capital Financial Advisors
Irving,
Texas
|
$9.65M
|
+$112K
|
+1,864
|
+1%
|
|
|
212
|
TrinityPoint Wealth
Milford,
Connecticut
|
$9.43M
|
+$367K
|
+6,098
|
+4%
|
|
|
213
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.41M
|
-$350K
|
-5,812
|
-4%
|
|
|
214
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.35M
|
-$1.25M
|
-20,751
|
-12%
|
|
|
215
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$9.32M
|
+$9.64K
|
+160
|
+0.1%
|
|
|
216
|
MAI Capital Management
Independence,
Ohio
|
$9.29M
|
+$180K
|
+2,984
|
+2%
|
|
|
217
|
Waverly Advisors
Birmingham,
Alabama
|
$9.25M
|
+$12.9K
|
+215
|
+0.1%
|
|
|
218
|
Axis Capital Holdings
Pembroke,
|
$9.22M
|
–
|
–
|
–
|
|
|
219
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$9.12M
|
-$1.55M
|
-25,707
|
-14%
|
|
|
220
|
Monterey Private Wealth
Monterey,
California
|
$9.08M
|
+$483K
|
+8,018
|
+6%
|
|
|
221
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$8.98M
|
-$130K
|
-2,158
|
-1%
|
|
|
222
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$8.97M
|
+$6.07M
|
+100,758
|
+242%
|
|
|
223
|
Chatham Capital Group
Savannah,
Georgia
|
$8.94M
|
+$125K
|
+2,070
|
+1%
|
|
|
224
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.92M
|
+$332K
|
+5,515
|
+4%
|
|
|
225
|
Manchester Capital Management
Manchester,
Vermont
|
$8.59M
|
–
|
–
|
–
|
|
