|
176
|
PDS Planning
Dublin,
Ohio
|
$321K
|
+$11.5K
|
+1,150
|
+4%
|
|
|
177
|
Leavell Investment Management
Mobile,
Alabama
|
$321K
|
-$30K
|
-3,000
|
-10%
|
|
|
178
|
Baron Wealth Management
Troy,
Michigan
|
$305K
|
+$18.7K
|
+1,870
|
+8%
|
|
|
179
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$302K
|
-$9.63K
|
-963
|
-4%
|
|
|
180
|
M&T Bank
Buffalo,
New York
|
$301K
|
-$83.2K
|
-8,318
|
-25%
|
|
|
181
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$298K
|
+$1.78K
|
+178
|
+0.7%
|
|
|
182
|
Callan Capital
La Jolla,
California
|
$292K
|
+$97.4K
|
+9,742
|
+65%
|
|
|
183
|
Ascent Group
Virginia Beach,
Virginia
|
$285K
|
+$24.6K
|
+2,458
|
+11%
|
|
|
184
|
Ballentine Partners
Waltham,
Massachusetts
|
$283K
|
+$14.9K
|
+1,493
|
+7%
|
|
|
185
|
Parallel Advisors
San Francisco,
California
|
$281K
|
+$96.3K
|
+9,631
|
+68%
|
|
|
186
|
Aprio Wealth Management
Atlanta,
Georgia
|
$278K
|
+$15.9K
|
+1,585
|
+7%
|
|
|
187
|
BSW Wealth Partners
Boulder,
Colorado
|
$274K
|
+$9.23K
|
+923
|
+4%
|
|
|
188
|
Capital International Investors
Los Angeles,
California
|
$262K
|
+$6.58K
|
+658
|
+3%
|
|
|
189
|
Sivia Capital Partners
Mill Valley,
California
|
$251K
|
-$1.81K
|
-181
|
-0.8%
|
|
|
190
|
HSBC Holdings
London,
United Kingdom
|
$251K
|
+$7.48K
|
+748
|
+4%
|
|
|
191
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$249K
|
+$211K
|
+21,065
|
New
|
|
|
192
|
Avior Wealth Management
Omaha,
Nebraska
|
$249K
|
+$208K
|
+20,805
|
+8,322%
|
|
|
193
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$246K
|
+$59.1K
|
+5,908
|
+40%
|
|
|
194
|
IEQ Capital
Foster City,
California
|
$239K
|
+$28.3K
|
+2,825
|
+16%
|
|
|
195
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$239K
|
+$20.7K
|
+2,069
|
+11%
|
|
|
196
|
Journey Strategic Wealth
Summit,
New Jersey
|
$231K
|
+$44.2K
|
+4,422
|
+29%
|
|
|
197
|
TD Private Client Wealth
New York
|
$229K
|
-$8.73K
|
-873
|
-4%
|
|
|
198
|
Arden Trust
Wilmington,
Delaware
|
$227K
|
–
|
–
|
–
|
|
|
199
|
Perigon Wealth Management
San Francisco,
California
|
$226K
|
+$47.4K
|
+4,739
|
+33%
|
|
|
200
|
Wolverine Trading
Chicago,
Illinois
|
$225K
|
+$190K
|
+19,004
|
New
|
|
