|
301
|
Cresset Asset Management
Chicago,
Illinois
|
$2.6M
|
+$66.5K
|
+511
|
+3%
|
|
|
302
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$2.6M
|
+$420K
|
+3,223
|
+20%
|
|
|
303
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.55M
|
–
|
–
|
–
|
|
|
304
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$2.54M
|
+$145K
|
+1,113
|
+6%
|
|
|
305
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2.53M
|
+$264K
|
+2,029
|
+12%
|
|
|
306
|
Pinnacle Associates
New York
|
$2.51M
|
–
|
–
|
–
|
|
|
307
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.51M
|
–
|
–
|
–
|
|
|
308
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.5M
|
-$2.99K
|
-23
|
-0.1%
|
|
|
309
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$2.47M
|
+$59.4K
|
+456
|
+3%
|
|
|
310
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.47M
|
–
|
–
|
–
|
|
|
311
|
IFP Advisors
Tampa,
Florida
|
$2.45M
|
-$10.7K
|
-82
|
-0.5%
|
|
|
312
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$2.43M
|
+$18.9K
|
+145
|
+0.8%
|
|
|
313
|
First United Bank & Trust
Oakland,
Maryland
|
$2.42M
|
-$33.1K
|
-254
|
-1%
|
|
|
314
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2.4M
|
-$118K
|
-909
|
-5%
|
|
|
315
|
Private Trust Company
Cleveland,
Ohio
|
$2.39M
|
-$9.89K
|
-76
|
-0.4%
|
|
|
316
|
Equitable Holdings
New York
|
$2.34M
|
+$367K
|
+2,817
|
+19%
|
|
|
317
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$2.33M
|
+$1.83M
|
+14,060
|
+445%
|
|
|
318
|
AssetMark Inc
Concord,
California
|
$2.31M
|
+$131K
|
+1,010
|
+6%
|
|
|
319
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$2.31M
|
+$128K
|
+980
|
+6%
|
|
|
320
|
EQ LLC
Bellevue,
Washington
|
$2.3M
|
+$328K
|
+2,519
|
+17%
|
|
|
321
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.29M
|
-$206K
|
-1,583
|
-9%
|
|
|
322
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.27M
|
+$37K
|
+284
|
+2%
|
|
|
323
|
Tempus Wealth Planning
Irvine,
California
|
$2.23M
|
+$32.8K
|
+252
|
+2%
|
|
|
324
|
New Potomac Partners
Bethesda,
Maryland
|
$2.21M
|
-$117K
|
-899
|
-5%
|
|
|
325
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.21M
|
+$602K
|
+4,623
|
+39%
|
|
