|
301
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$236K
|
–
|
–
|
–
|
|
|
302
|
Worth Asset Management
Dallas,
Texas
|
$236K
|
-$201K
|
-2,514
|
-43%
|
|
|
303
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$233K
|
–
|
–
|
–
|
|
|
304
|
Avidian Wealth Enterprises
Houston,
Texas
|
$229K
|
+$255K
|
+3,202
|
New
|
|
|
305
|
First Business Financial Services
Madison,
Wisconsin
|
$226K
|
+$252K
|
+3,160
|
New
|
|
|
306
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$224K
|
-$2.79K
|
-35
|
-1%
|
|
|
307
|
Csenge Advisory Group
Clearwater,
Florida
|
$221K
|
-$8.54K
|
-107
|
-3%
|
|
|
308
|
Kingswood Wealth Advisors
San Diego,
California
|
$220K
|
+$246K
|
+3,078
|
New
|
|
|
309
|
McMillan Office
St. Clair Shores,
Michigan
|
$215K
|
–
|
–
|
–
|
|
|
310
|
Violich Capital Management
San Francisco,
California
|
$215K
|
–
|
–
|
–
|
|
|
311
|
Franklin Resources
San Mateo,
California
|
$214K
|
-$79.8K
|
-1,000
|
-25%
|
|
|
312
|
Choate Investment Advisors
Boston,
Massachusetts
|
$213K
|
+$238K
|
+2,979
|
New
|
|
|
313
|
Advisornet Financial
Minnetonka,
Minnesota
|
$210K
|
+$30.3K
|
+380
|
+15%
|
|
|
314
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$208K
|
+$231K
|
+2,900
|
New
|
|
|
315
|
Paragon Advisors
College Station,
Texas
|
$207K
|
+$231K
|
+2,894
|
New
|
|
|
316
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$204K
|
-$24.9K
|
-312
|
-10%
|
|
|
317
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$203K
|
-$89.8K
|
-1,125
|
-28%
|
|
|
318
|
Argyle Capital Partners
Los Angeles,
California
|
$203K
|
+$226K
|
+2,834
|
New
|
|
|
319
|
Ancora Advisors
Cleveland,
Ohio
|
$201K
|
+$93.8K
|
+1,175
|
+72%
|
|
|
320
|
S.A. Mason
Holland,
Michigan
|
$172K
|
+$33.1K
|
+415
|
+21%
|
|
|
321
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$172K
|
+$191K
|
+2,396
|
New
|
|
|
322
|
Bravera Wealth
Bismarck,
North Dakota
|
$154K
|
–
|
–
|
–
|
|
|
323
|
Whittier Trust
South Pasadena,
California
|
$152K
|
–
|
–
|
–
|
|
|
324
|
Boreal Capital Management
Miami,
Florida
|
$151K
|
-$168K
|
-2,103
|
Closed
|
|
|
325
|
Steward Partners Investment Advisory
New York
|
$142K
|
-$420K
|
-5,266
|
-73%
|
|
