|
1501
|
Avidian Wealth Enterprises
Houston,
Texas
|
$9.26M
|
+$249K
|
+695
|
+3%
|
|
|
1502
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$9.25M
|
-$15.4K
|
-43
|
-0.2%
|
|
|
1503
|
PDS Planning
Dublin,
Ohio
|
$9.24M
|
-$238K
|
-665
|
-2%
|
|
|
1504
|
Strategic Planning Group
Bountiful,
Utah
|
$9.23M
|
+$176K
|
+493
|
+2%
|
|
|
1505
|
Capital Planning Advisors
Roseville,
California
|
$9.22M
|
-$639K
|
-1,787
|
-6%
|
|
|
1506
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$9.21M
|
+$332K
|
+928
|
+3%
|
|
|
1507
|
Alpha Family Trust
Los Angeles,
California
|
$9.19M
|
–
|
–
|
–
|
|
|
1508
|
Family Management
New York
|
$9.19M
|
+$7.03M
|
+19,646
|
+285%
|
|
|
1509
|
TwinBeech Capital
Purchase,
New York
|
$9.19M
|
+$8.88M
|
+24,822
|
+1,446%
|
|
|
1510
|
Jupiter Wealth Management
Glendale,
Colorado
|
$9.18M
|
+$1.32M
|
+3,703
|
+15%
|
|
|
1511
|
Sunpointe
St. Louis,
Missouri
|
$9.15M
|
+$501K
|
+1,400
|
+6%
|
|
|
1512
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$9.15M
|
-$885K
|
-2,476
|
-9%
|
|
|
1513
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$9.14M
|
-$129K
|
-361
|
-1%
|
|
|
1514
|
Marvin & Palmer Associates
Wilmington,
Delaware
|
$9.13M
|
-$2.3M
|
-6,418
|
-20%
|
|
|
1515
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$9.13M
|
-$41.1K
|
-115
|
-0.4%
|
|
|
1516
|
BOK Financial Private Wealth
Denver,
Colorado
|
$9.12M
|
-$369K
|
-1,032
|
-4%
|
|
|
1517
|
True North Advisors
Dallas,
Texas
|
$9.11M
|
-$3.54M
|
-9,901
|
-27%
|
|
|
1518
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$9.09M
|
-$71.5K
|
-200
|
-0.8%
|
|
|
1519
|
Left Brain Wealth Management
Naperville,
Illinois
|
$9.09M
|
-$373K
|
-1,044
|
-4%
|
|
|
1520
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$9.07M
|
+$3.61M
|
+10,105
|
+63%
|
|
|
1521
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$9.06M
|
-$105K
|
-293
|
-1%
|
|
|
1522
|
SG Trading Solutions
Bountiful,
Utah
|
$9.06M
|
+$9.36M
|
+26,187
|
New
|
|
|
1523
|
Third View Private Wealth
Westport,
Connecticut
|
$9.02M
|
+$9.32M
|
+26,075
|
New
|
|
|
1524
|
Gryphon Financial Partners
Columbus,
Ohio
|
$9.02M
|
+$632K
|
+1,766
|
+7%
|
|
|
1525
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$9.01M
|
+$483K
|
+1,352
|
+5%
|
|
