|
176
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$3.39M
|
+$407K
|
+18,852
|
+14%
|
|
|
177
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.39M
|
+$2.44M
|
+113,272
|
+274%
|
|
|
178
|
Community Trust & Investment
Versailles,
Kentucky
|
$3.38M
|
+$104K
|
+4,831
|
+3%
|
|
|
179
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.37M
|
+$18.1K
|
+839
|
+0.5%
|
|
|
180
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$3.36M
|
+$24.3K
|
+1,126
|
+0.7%
|
|
|
181
|
Curated Wealth Partners
El Segundo,
California
|
$3.35M
|
–
|
–
|
–
|
|
|
182
|
Prelude Capital Management
New York
|
$3.29M
|
+$3.24M
|
+150,358
|
New
|
|
|
183
|
Jump Financial
Chicago,
Illinois
|
$3.28M
|
-$4.37M
|
-202,524
|
-57%
|
|
|
184
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$3.26M
|
+$170K
|
+7,900
|
+6%
|
|
|
185
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.24M
|
+$109K
|
+5,033
|
+4%
|
|
|
186
|
EWG Elevate
Roseville,
California
|
$3.23M
|
+$110K
|
+5,089
|
+4%
|
|
|
187
|
IHT Wealth Management
Chicago,
Illinois
|
$3.22M
|
+$88.1K
|
+4,085
|
+3%
|
|
|
188
|
Truist Financial
Charlotte,
North Carolina
|
$3.16M
|
+$192K
|
+8,892
|
+7%
|
|
|
189
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.13M
|
-$2.44M
|
-113,075
|
-44%
|
|
|
190
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.11M
|
-$70.1K
|
-3,250
|
-2%
|
|
|
191
|
Bank of New York Mellon
New York
|
$3.05M
|
+$255K
|
+11,827
|
+9%
|
|
|
192
|
Waterloo Capital
Austin,
Texas
|
$3.03M
|
+$197K
|
+9,139
|
+7%
|
|
|
193
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$3M
|
–
|
–
|
–
|
|
|
194
|
Baker Avenue Asset Management
San Francisco,
California
|
$3M
|
+$107K
|
+4,965
|
+4%
|
|
|
195
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$2.88M
|
-$68.2K
|
-3,161
|
-2%
|
|
|
196
|
Cornerstone Select Advisors
St. Louis,
Missouri
|
$2.8M
|
+$2.76M
|
+128,132
|
New
|
|
|
197
|
Rollins Financial Advisors
New York City,
New York
|
$2.74M
|
+$869K
|
+40,280
|
+47%
|
|
|
198
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$2.67M
|
+$896K
|
+41,519
|
+52%
|
|
|
199
|
Aberdeen Group
Edinburgh,
United Kingdom
|
$2.66M
|
+$1.77M
|
+82,271
|
+211%
|
|
|
200
|
Argent Trust Co
Nashville,
Tennessee
|
$2.65M
|
+$25.1K
|
+1,165
|
+1%
|
|
