|
301
|
Meeder Advisory Services
Dublin,
Ohio
|
$247K
|
+$187K
|
+1,744
|
New
|
|
|
302
|
Parallel Advisors
San Francisco,
California
|
$247K
|
+$39.5K
|
+368
|
+27%
|
|
|
303
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$246K
|
+$187K
|
+1,737
|
New
|
|
|
304
|
Global Retirement Partners
San Rafael,
California
|
$242K
|
+$183K
|
+1,707
|
New
|
|
|
305
|
Quantum Private Wealth
Tampa,
Florida
|
$241K
|
+$183K
|
+1,700
|
New
|
|
|
306
|
Frank Rimerman Advisors
Palo Alto,
California
|
$228K
|
+$173K
|
+1,611
|
New
|
|
|
307
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$228K
|
+$173K
|
+1,606
|
New
|
|
|
308
|
GAMMA Investing
Foster City,
California
|
$221K
|
+$26.3K
|
+245
|
+19%
|
|
|
309
|
KBC Group
Brussels,
Belgium
|
$216K
|
–
|
–
|
–
|
|
|
310
|
NewEdge Advisors
New Orleans,
Louisiana
|
$215K
|
+$163K
|
+1,519
|
New
|
|
|
311
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$213K
|
+$27.7K
|
+258
|
+21%
|
|
|
312
|
VestGen Advisors
Inverness,
Illinois
|
$208K
|
+$157K
|
+1,466
|
New
|
|
|
313
|
Private Wealth Management Group
Princeton,
New Jersey
|
$207K
|
+$153K
|
+1,427
|
+4,459%
|
|
|
314
|
HSBC Holdings
London,
United Kingdom
|
$207K
|
+$156K
|
+1,457
|
New
|
|
|
315
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$205K
|
+$156K
|
+1,448
|
New
|
|
|
316
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$204K
|
+$155K
|
+1,441
|
New
|
|
|
317
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$204K
|
+$154K
|
+1,436
|
New
|
|
|
318
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$201K
|
+$152K
|
+1,418
|
New
|
|
|
319
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$191K
|
-$50.5K
|
-470
|
-26%
|
|
|
320
|
UMB Bank
Kansas City,
Missouri
|
$168K
|
+$35.4K
|
+330
|
+39%
|
|
|
321
|
Rockefeller Capital Management
New York
|
$127K
|
-$83.2K
|
-775
|
-46%
|
|
|
322
|
Steward Partners Investment Advisory
New York
|
$104K
|
-$5.48K
|
-51
|
-7%
|
|
|
323
|
|
$95.4K
|
+$14.9K
|
+139
|
+26%
|
|
|
324
|
Huntington National Bank
Columbus,
Ohio
|
$94K
|
-$11.2K
|
-104
|
-14%
|
|
|
325
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$90.1K
|
+$68.3K
|
+636
|
New
|
|
