|
301
|
Sanders Morris Harris
Houston,
Texas
|
$321K
|
–
|
–
|
–
|
|
|
302
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$320K
|
+$2.32K
|
+19
|
+0.8%
|
|
|
303
|
Shelton Capital Management
Denver,
Colorado
|
$319K
|
-$6.72K
|
-55
|
-2%
|
|
|
304
|
Callan Family Office
Radnor,
Pennsylvania
|
$315K
|
+$299K
|
+2,447
|
New
|
|
|
305
|
Avidian Wealth Enterprises
Houston,
Texas
|
$312K
|
-$122K
|
-997
|
-29%
|
|
|
306
|
Kingswood Wealth Advisors
San Diego,
California
|
$307K
|
-$978
|
-8
|
-0.3%
|
|
|
307
|
Icon Wealth Advisors
Houston,
Texas
|
$305K
|
+$110K
|
+896
|
+61%
|
|
|
308
|
Profund Advisors
Bethesda,
Maryland
|
$298K
|
-$19.8K
|
-162
|
-7%
|
|
|
309
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$296K
|
+$16.9K
|
+138
|
+6%
|
|
|
310
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$294K
|
-$30.4K
|
-249
|
-10%
|
|
|
311
|
HB Wealth Management
Atlanta,
Georgia
|
$290K
|
+$43.8K
|
+358
|
+19%
|
|
|
312
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$289K
|
-$2.44K
|
-20
|
-0.9%
|
|
|
313
|
Clearstead Advisors
Cleveland,
Ohio
|
$288K
|
+$20.4K
|
+167
|
+8%
|
|
|
314
|
Forum Financial Management
Lombard,
Illinois
|
$285K
|
–
|
–
|
–
|
|
|
315
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$279K
|
+$266K
|
+2,174
|
New
|
|
|
316
|
Ballentine Partners
Waltham,
Massachusetts
|
$278K
|
-$1.1K
|
-9
|
-0.4%
|
|
|
317
|
Atria Wealth Solutions
New York
|
$273K
|
-$67.1K
|
-549
|
-21%
|
|
|
318
|
Enzi Wealth
Austin,
Texas
|
$273K
|
–
|
–
|
–
|
|
|
319
|
KeyBank National Association
Cleveland,
Ohio
|
$272K
|
-$25.2K
|
-206
|
-9%
|
|
|
320
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$272K
|
+$1.59K
|
+13
|
+0.6%
|
|
|
321
|
Strategic Financial Concepts
San Antonio,
Texas
|
$270K
|
+$245
|
+2
|
+0.1%
|
|
|
322
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$267K
|
–
|
–
|
–
|
|
|
323
|
Warwick Investment Management
Bryan,
Texas
|
$267K
|
-$4.16K
|
-34
|
-2%
|
|
|
324
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$265K
|
–
|
–
|
–
|
|
|
325
|
Personal CFO Solutions
Chester,
New Jersey
|
$262K
|
-$9.78K
|
-80
|
-4%
|
|
