|
651
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$324K
|
+$11.1K
|
+55
|
+4%
|
|
|
652
|
Ballentine Partners
Waltham,
Massachusetts
|
$322K
|
+$15.5K
|
+77
|
+5%
|
|
|
653
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$320K
|
+$202
|
+1
|
+0.1%
|
|
|
654
|
|
$319K
|
-$1.82K
|
-9
|
-0.6%
|
|
|
655
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$318K
|
-$13.5K
|
-67
|
-4%
|
|
|
656
|
CreativeOne Wealth
Overland Park,
Kansas
|
$317K
|
+$56.3K
|
+279
|
+22%
|
|
|
657
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$316K
|
-$26.8K
|
-133
|
-8%
|
|
|
658
|
Anchor Investment Management
Columbia,
South Carolina
|
$315K
|
–
|
–
|
–
|
|
|
659
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$315K
|
–
|
–
|
–
|
|
|
660
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$314K
|
-$17.7K
|
-88
|
-5%
|
|
|
661
|
Curi RMB Capital
Chicago,
Illinois
|
$313K
|
–
|
–
|
–
|
|
|
662
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$312K
|
-$287K
|
-1,424
|
-48%
|
|
|
663
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$311K
|
+$78.7K
|
+390
|
+35%
|
|
|
664
|
Rockland Trust
Hanover,
Massachusetts
|
$310K
|
–
|
–
|
–
|
|
|
665
|
Shore Point Advisors
Brielle,
New Jersey
|
$308K
|
-$75.2K
|
-373
|
-20%
|
|
|
666
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$307K
|
-$1.01K
|
-5
|
-0.3%
|
|
|
667
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$307K
|
–
|
–
|
–
|
|
|
668
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$304K
|
–
|
–
|
–
|
|
|
669
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$304K
|
-$33.9K
|
-168
|
-10%
|
|
|
670
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$303K
|
–
|
–
|
–
|
|
|
671
|
BSW Wealth Partners
Boulder,
Colorado
|
$303K
|
+$298K
|
+1,479
|
New
|
|
|
672
|
Unique Wealth
Clearwater,
Florida
|
$299K
|
+$41.3K
|
+205
|
+16%
|
|
|
673
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$299K
|
+$13.9K
|
+69
|
+5%
|
|
|
674
|
Evercore Wealth Management
New York
|
$293K
|
-$11.9K
|
-59
|
-4%
|
|
|
675
|
Park Place Capital
Homewood,
Alabama
|
$288K
|
+$183K
|
+907
|
+182%
|
|
