|
101
|
American National Insurance
Galveston,
Texas
|
$740K
|
–
|
–
|
–
|
|
|
102
|
Moody National Bank Trust Division
Galveston,
Texas
|
$740K
|
–
|
–
|
–
|
|
|
103
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$740K
|
+$751K
|
+16,900
|
New
|
|
|
104
|
Cahill Financial Advisors
Edina,
Minnesota
|
$705K
|
+$15.6K
|
+350
|
+2%
|
|
|
105
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$700K
|
+$24.9K
|
+560
|
+4%
|
|
|
106
|
|
$699K
|
+$356
|
+8
|
+0.1%
|
|
|
107
|
Roosevelt Investment Group
New York
|
$674K
|
-$9.38M
|
-211,020
|
-93%
|
|
|
108
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$663K
|
+$150K
|
+3,380
|
+29%
|
|
|
109
|
Viridian RIA
Bothell,
Washington
|
$659K
|
-$738K
|
-16,611
|
Closed
|
|
|
110
|
Financial Engines Advisors
Santa Clara,
California
|
$659K
|
+$669K
|
+15,052
|
New
|
|
|
111
|
Wintrust Investments
Chicago,
Illinois
|
$641K
|
-$3.29K
|
-74
|
-0.5%
|
|
|
112
|
Lazard Asset Management
New York
|
$622K
|
-$1.77M
|
-39,808
|
-74%
|
|
|
113
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$618K
|
-$158K
|
-3,562
|
-20%
|
|
|
114
|
Ascent Group
Virginia Beach,
Virginia
|
$616K
|
-$11.1K
|
-249
|
-2%
|
|
|
115
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$615K
|
+$88.9K
|
+2,000
|
+17%
|
|
|
116
|
Strategic Blueprint
Atlanta,
Georgia
|
$600K
|
+$73K
|
+1,642
|
+14%
|
|
|
117
|
Clearstead Advisors
Cleveland,
Ohio
|
$594K
|
-$4.36K
|
-98
|
-0.7%
|
|
|
118
|
Element Wealth
Ridgeland,
Mississippi
|
$580K
|
+$67.6K
|
+1,520
|
+13%
|
|
|
119
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$565K
|
-$234K
|
-5,274
|
-29%
|
|
|
120
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$550K
|
-$137K
|
-3,081
|
-20%
|
|
|
121
|
Courier Capital
Buffalo,
New York
|
$548K
|
–
|
–
|
–
|
|
|
122
|
Private Advisor Group
Morristown,
New Jersey
|
$544K
|
+$134K
|
+3,022
|
+32%
|
|
|
123
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$541K
|
+$61.4K
|
+1,381
|
+13%
|
|
|
124
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$540K
|
-$204K
|
-4,588
|
-27%
|
|
|
125
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$538K
|
+$205K
|
+4,610
|
+60%
|
|
