|
226
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$1.8M
|
+$106K
|
+2,080
|
+6%
|
|
|
227
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.79M
|
-$165K
|
-3,241
|
-8%
|
|
|
228
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.78M
|
-$1.8M
|
-35,333
|
-50%
|
|
|
229
|
Park Avenue Securities
New York
|
$1.78M
|
+$41.4K
|
+813
|
+2%
|
|
|
230
|
Callahan Advisors
Houston,
Texas
|
$1.72M
|
+$894K
|
+17,554
|
+109%
|
|
|
231
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.69M
|
+$166K
|
+3,260
|
+11%
|
|
|
232
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$1.68M
|
+$790K
|
+15,500
|
+89%
|
|
|
233
|
Bank of New York Mellon
New York
|
$1.68M
|
-$944K
|
-18,526
|
-36%
|
|
|
234
|
Clarity Financial
Houston,
Texas
|
$1.68M
|
–
|
–
|
–
|
|
|
235
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.68M
|
–
|
–
|
–
|
|
|
236
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.63M
|
+$23.1K
|
+453
|
+1%
|
|
|
237
|
PFG Investments
Woodbury,
New York
|
$1.61M
|
+$20.6K
|
+404
|
+1%
|
|
|
238
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.61M
|
-$35.9K
|
-705
|
-2%
|
|
|
239
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$1.59M
|
+$23.6K
|
+464
|
+2%
|
|
|
240
|
William Blair & Company
Chicago,
Illinois
|
$1.59M
|
-$4.94K
|
-97
|
-0.3%
|
|
|
241
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.55M
|
–
|
–
|
–
|
|
|
242
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.55M
|
-$187K
|
-3,662
|
-11%
|
|
|
243
|
DMC Group
Birmingham,
Alabama
|
$1.55M
|
-$127K
|
-2,494
|
-8%
|
|
|
244
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.54M
|
+$18.4K
|
+362
|
+1%
|
|
|
245
|
Old National Bancorp
Evansville,
Indiana
|
$1.51M
|
–
|
–
|
–
|
|
|
246
|
NTV Asset Management
Charleston,
West Virginia
|
$1.45M
|
+$37.7K
|
+740
|
+3%
|
|
|
247
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.44M
|
-$4.18M
|
-82,029
|
-74%
|
|
|
248
|
Union Savings Bank
Litchfield,
Connecticut
|
$1.44M
|
-$131K
|
-2,564
|
-8%
|
|
|
249
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.43M
|
+$21.2K
|
+416
|
+2%
|
|
|
250
|
Perigon Wealth Management
San Francisco,
California
|
$1.42M
|
-$48.6K
|
-954
|
-3%
|
|
