|
151
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.87M
|
+$187K
|
+9,720
|
+12%
|
|
|
152
|
Montis Financial
Waltham,
Massachusetts
|
$1.85M
|
+$48.1K
|
+2,500
|
+3%
|
|
|
153
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$1.81M
|
–
|
–
|
–
|
|
|
154
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.8M
|
-$393K
|
-20,449
|
-19%
|
|
|
155
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$1.75M
|
+$1.65M
|
+85,809
|
New
|
|
|
156
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.73M
|
–
|
–
|
–
|
|
|
157
|
Truist Financial
Charlotte,
North Carolina
|
$1.73M
|
+$88.8K
|
+4,618
|
+6%
|
|
|
158
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.69M
|
-$35.3K
|
-1,835
|
-2%
|
|
|
159
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.67M
|
+$7.64K
|
+397
|
+0.5%
|
|
|
160
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.67M
|
+$1.14M
|
+59,313
|
+265%
|
|
|
161
|
US Bancorp
Minneapolis,
Minnesota
|
$1.66M
|
+$1.48M
|
+77,050
|
+1,718%
|
|
|
162
|
North Star Investment Management
Chicago,
Illinois
|
$1.64M
|
+$2.4K
|
+125
|
+0.2%
|
|
|
163
|
AE Wealth Management
Topeka,
Kansas
|
$1.6M
|
+$332K
|
+17,266
|
+28%
|
|
|
164
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$1.6M
|
-$6.54K
|
-340
|
-0.4%
|
|
|
165
|
IHT Wealth Management
Chicago,
Illinois
|
$1.57M
|
+$58.4K
|
+3,038
|
+4%
|
|
|
166
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.57M
|
-$631K
|
-32,817
|
-30%
|
|
|
167
|
Verity Asset Management
Durham,
North Carolina
|
$1.55M
|
+$713K
|
+37,047
|
+101%
|
|
|
168
|
HC Advisors
Sandy Springs,
Georgia
|
$1.5M
|
-$58.1K
|
-3,021
|
-4%
|
|
|
169
|
Snowden Capital Advisors
New York
|
$1.48M
|
-$354K
|
-18,413
|
-20%
|
|
|
170
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$1.46M
|
+$858K
|
+44,592
|
+164%
|
|
|
171
|
E&G Advisors
Houston,
Texas
|
$1.41M
|
+$258K
|
+13,430
|
+24%
|
|
|
172
|
Independent Family Office
Albany,
New York
|
$1.39M
|
–
|
–
|
–
|
|
|
173
|
|
$1.35M
|
+$177K
|
+9,183
|
+16%
|
|
|
174
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.3M
|
+$694K
|
+36,078
|
+130%
|
|
|
175
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.28M
|
+$13.7K
|
+712
|
+1%
|
|
