|
301
|
Avidian Wealth Enterprises
Houston,
Texas
|
$344K
|
+$78.9K
|
+3,459
|
+34%
|
|
|
302
|
Cromwell Holdings
Jackson,
Wyoming
|
$342K
|
–
|
–
|
–
|
|
|
303
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$334K
|
+$5.61K
|
+246
|
+2%
|
|
|
304
|
Williams & Novak
Westlake Village,
California
|
$327K
|
+$298K
|
+13,052
|
New
|
|
|
305
|
Certuity
North Palm Beach,
Florida
|
$321K
|
-$36.8K
|
-1,613
|
-11%
|
|
|
306
|
Westwood Holdings Group
Dallas,
Texas
|
$320K
|
–
|
–
|
–
|
|
|
307
|
WrapManager Inc
Mill Valley,
California
|
$318K
|
-$25.5K
|
-1,116
|
-8%
|
|
|
308
|
IMC Chicago
Chicago,
Illinois
|
$318K
|
+$289K
|
+12,676
|
New
|
|
|
309
|
|
$318K
|
-$31.9K
|
-1,399
|
-10%
|
|
|
310
|
Lazari Capital Management
Woodland Hills,
California
|
$314K
|
-$1.39K
|
-61
|
-0.5%
|
|
|
311
|
HSBC Holdings
London,
United Kingdom
|
$311K
|
+$46.7K
|
+2,045
|
+20%
|
|
|
312
|
GeoWealth Management
Chicago,
Illinois
|
$310K
|
-$14K
|
-615
|
-5%
|
|
|
313
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$309K
|
+$9.86K
|
+432
|
+4%
|
|
|
314
|
Traveka Wealth
Los Altos,
California
|
$308K
|
–
|
–
|
–
|
|
|
315
|
St. Johns Investment Management
Jacksonville,
Florida
|
$307K
|
–
|
–
|
–
|
|
|
316
|
Qtron Investments
Boston,
Massachusetts
|
$306K
|
–
|
–
|
–
|
|
|
317
|
Principal Street Partners
Memphis,
Tennessee
|
$305K
|
-$6.89K
|
-302
|
-2%
|
|
|
318
|
Huntington National Bank
Columbus,
Ohio
|
$304K
|
+$15K
|
+657
|
+6%
|
|
|
319
|
Private Trust Company
Cleveland,
Ohio
|
$300K
|
-$6.73K
|
-295
|
-2%
|
|
|
320
|
Bingham Private Wealth
San Francisco,
California
|
$300K
|
+$20K
|
+878
|
+8%
|
|
|
321
|
TD Private Client Wealth
New York
|
$299K
|
+$42.8K
|
+1,878
|
+19%
|
|
|
322
|
180 Wealth Advisors
Federal Way,
Washington
|
$299K
|
+$272K
|
+11,925
|
New
|
|
|
323
|
Connecticut Capital Management Group
Milford,
Connecticut
|
$294K
|
–
|
–
|
–
|
|
|
324
|
Echo45 Advisors
Walnut Creek,
California
|
$293K
|
-$23.1K
|
-1,014
|
-8%
|
|
|
325
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$293K
|
+$15.1K
|
+662
|
+6%
|
|
