|
151
|
HM Payson & Co
Portland,
Maine
|
$6.96M
|
+$501K
|
+8,500
|
+8%
|
|
|
152
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$6.94M
|
+$826
|
+14
|
+0%
|
|
|
153
|
Freestone Capital Holdings
Seattle,
Washington
|
$6.74M
|
+$6.75M
|
+114,440
|
New
|
|
|
154
|
Millennium Management
New York
|
$6.74M
|
+$6.75M
|
+114,429
|
New
|
|
|
155
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$6.71M
|
+$3.36M
|
+56,914
|
+100%
|
|
|
156
|
|
$6.66M
|
-$25.7M
|
-435,423
|
-79%
|
|
|
157
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$6.6M
|
-$189K
|
-3,203
|
-3%
|
|
|
158
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$6.58M
|
-$101K
|
-1,706
|
-2%
|
|
|
159
|
McLean Asset Management
Tysons,
Virginia
|
$6.55M
|
+$5.08M
|
+86,152
|
+343%
|
|
|
160
|
Atria Wealth Solutions
New York
|
$6.38M
|
+$1.23M
|
+20,828
|
+24%
|
|
|
161
|
Alaethes Wealth
Glenbrook,
Nevada
|
$6.17M
|
+$6.18M
|
+104,836
|
New
|
|
|
162
|
Lido Advisors
Los Angeles,
California
|
$5.93M
|
-$6.19M
|
-104,981
|
-51%
|
|
|
163
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.92M
|
+$3.95M
|
+66,981
|
+199%
|
|
|
164
|
Unison Advisors
Washington,
District of Columbia
|
$5.79M
|
+$467K
|
+7,925
|
+9%
|
|
|
165
|
WBH Advisory
Baltimore,
Maryland
|
$5.76M
|
-$2.84M
|
-48,141
|
-33%
|
|
|
166
|
Rockefeller Capital Management
New York
|
$5.71M
|
+$6.43K
|
+109
|
+0.1%
|
|
|
167
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$5.68M
|
+$781K
|
+13,246
|
+16%
|
|
|
168
|
BOK Financial
Tulsa,
Oklahoma
|
$5.61M
|
-$37.5K
|
-636
|
-0.7%
|
|
|
169
|
Harbour Investments
Madison,
Wisconsin
|
$5.54M
|
+$5.55M
|
+94,100
|
New
|
|
|
170
|
Vise Technologies
New York
|
$5.51M
|
+$2.26M
|
+38,321
|
+69%
|
|
|
171
|
Lazard Asset Management
New York
|
$5.5M
|
–
|
–
|
–
|
|
|
172
|
Scotia Capital
Toronto,
Ontario, Canada
|
$5.45M
|
-$1.07M
|
-18,168
|
-16%
|
|
|
173
|
Boston Family Office
Boston,
Massachusetts
|
$5.42M
|
-$207K
|
-3,503
|
-4%
|
|
|
174
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.35M
|
+$3.61M
|
+61,206
|
+206%
|
|
|
175
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.3M
|
+$5.06M
|
+85,774
|
+1,963%
|
|
