|
476
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$5.45M
|
-$601K
|
-5,188
|
-10%
|
|
|
477
|
|
$5.45M
|
+$1.01M
|
+8,702
|
+22%
|
|
|
478
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$5.42M
|
+$371K
|
+3,200
|
+7%
|
|
|
479
|
Huntington National Bank
Columbus,
Ohio
|
$5.38M
|
–
|
–
|
–
|
|
|
480
|
Monument Capital Management
Alexandria,
Virginia
|
$5.38M
|
+$2.99M
|
+25,810
|
+120%
|
|
|
481
|
Soltis Investment Advisors
St. George,
Utah
|
$5.37M
|
-$1.07M
|
-9,258
|
-16%
|
|
|
482
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.36M
|
-$2.56M
|
-22,114
|
-32%
|
|
|
483
|
Winfield Associates
Cleveland,
Ohio
|
$5.34M
|
-$866K
|
-7,480
|
-14%
|
|
|
484
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$5.33M
|
+$508K
|
+4,385
|
+10%
|
|
|
485
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$5.32M
|
-$2.94M
|
-25,369
|
-35%
|
|
|
486
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5.24M
|
-$1.82M
|
-15,753
|
-26%
|
|
|
487
|
RFG Advisory
Birmingham,
Alabama
|
$5.21M
|
+$579K
|
+4,996
|
+12%
|
|
|
488
|
Capital One Financial
Mclean,
Virginia
|
$5.19M
|
+$2.53M
|
+21,817
|
+92%
|
|
|
489
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$5.15M
|
-$506K
|
-4,367
|
-9%
|
|
|
490
|
Lake Street Private Wealth
Chicago,
Illinois
|
$5.13M
|
-$1.71M
|
-14,763
|
-25%
|
|
|
491
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$5.1M
|
+$167K
|
+1,442
|
+3%
|
|
|
492
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$5.1M
|
–
|
–
|
–
|
|
|
493
|
1ST Source Bank
South Bend,
Indiana
|
$5.09M
|
-$587K
|
-5,068
|
-10%
|
|
|
494
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$5.09M
|
+$427K
|
+3,685
|
+9%
|
|
|
495
|
Oppenheimer Asset Management
New York
|
$5.08M
|
+$537K
|
+4,635
|
+12%
|
|
|
496
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$5.03M
|
-$161K
|
-1,389
|
-3%
|
|
|
497
|
1607 Capital Partners
Richmond,
Virginia
|
$4.99M
|
+$5.07M
|
+43,800
|
New
|
|
|
498
|
Evensky & Katz
Coral Gables,
Florida
|
$4.96M
|
-$275K
|
-2,372
|
-5%
|
|
|
499
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$4.96M
|
–
|
–
|
–
|
|
|
500
|
Advisors Preferred
Rockville,
Maryland
|
$4.95M
|
+$426K
|
+3,681
|
+9%
|
|
