|
976
|
PDS Planning
Dublin,
Ohio
|
$334K
|
+$13.8K
|
+60
|
+5%
|
|
|
977
|
Avidian Wealth Enterprises
Houston,
Texas
|
$334K
|
+$306K
|
+1,333
|
New
|
|
|
978
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$333K
|
+$13.6K
|
+59
|
+5%
|
|
|
979
|
Frank Rimerman Advisors
Palo Alto,
California
|
$333K
|
+$10.1K
|
+44
|
+3%
|
|
|
980
|
Inscription Capital
Houston,
Texas
|
$331K
|
+$303K
|
+1,319
|
New
|
|
|
981
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$330K
|
–
|
–
|
–
|
|
|
982
|
Grimes & Company
Westborough,
Massachusetts
|
$329K
|
+$17.7K
|
+77
|
+6%
|
|
|
983
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$329K
|
+$7.58K
|
+33
|
+3%
|
|
|
984
|
Wealthspire Advisors (New York)
New York
|
$329K
|
+$17.5K
|
+76
|
+6%
|
|
|
985
|
Pitcairn
Conshohocken,
Pennsylvania
|
$328K
|
-$68.7K
|
-299
|
-19%
|
|
|
986
|
Insigneo Advisory Services
Miami,
Florida
|
$326K
|
+$298K
|
+1,298
|
New
|
|
|
987
|
Vontobel Holding
Zurich,
Switzerland
|
$326K
|
-$36.1K
|
-157
|
-11%
|
|
|
988
|
Integral Investment Advisors
Turlock,
California
|
$325K
|
+$16.1K
|
+70
|
+6%
|
|
|
989
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$324K
|
-$5.51K
|
-24
|
-2%
|
|
|
990
|
GeoWealth Management
Chicago,
Illinois
|
$323K
|
-$636K
|
-2,768
|
-68%
|
|
|
991
|
|
$323K
|
+$3.22K
|
+14
|
+1%
|
|
|
992
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$321K
|
+$157K
|
+684
|
+115%
|
|
|
993
|
Institute for Wealth Management
Denver,
Colorado
|
$320K
|
-$59.5K
|
-259
|
-17%
|
|
|
994
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$320K
|
+$67.3K
|
+293
|
+30%
|
|
|
995
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$319K
|
+$919
|
+4
|
+0.3%
|
|
|
996
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$318K
|
+$1.84K
|
+8
|
+0.6%
|
|
|
997
|
City National Bank of Florida
Miami,
Florida
|
$318K
|
+$291K
|
+1,266
|
New
|
|
|
998
|
Simplicity Wealth
Summit,
New Jersey
|
$318K
|
+$291K
|
+1,266
|
New
|
|
|
999
|
one8zero8 LLC
Greensboro,
North Carolina
|
$316K
|
-$5.05K
|
-22
|
-2%
|
|
|
1000
|
Norris Financial Group
Greenville,
South Carolina
|
$316K
|
+$289K
|
+1,260
|
New
|
|
