|
201
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.84M
|
–
|
–
|
–
|
|
|
202
|
Private Wealth Management Group
Princeton,
New Jersey
|
$1.83M
|
+$1.78M
|
+48,871
|
New
|
|
|
203
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.82M
|
-$59.4K
|
-1,634
|
-3%
|
|
|
204
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.82M
|
-$59.4K
|
-1,634
|
-3%
|
|
|
205
|
Shore Point Advisors
Brielle,
New Jersey
|
$1.81M
|
+$49.4K
|
+1,360
|
+3%
|
|
|
206
|
Waverly Advisors
Birmingham,
Alabama
|
$1.8M
|
+$17.6K
|
+485
|
+1%
|
|
|
207
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$1.78M
|
–
|
–
|
–
|
|
|
208
|
Capital Performance Advisors
Walnut Creek,
California
|
$1.74M
|
+$35.8K
|
+984
|
+2%
|
|
|
209
|
HighTower Advisors
Chicago,
Illinois
|
$1.67M
|
+$145K
|
+3,980
|
+10%
|
|
|
210
|
Fiduciary Financial Group
San Rafael,
California
|
$1.65M
|
+$1.54M
|
+42,266
|
New
|
|
|
211
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.59M
|
+$171K
|
+4,699
|
+12%
|
|
|
212
|
G2 Capital Management
Columbus,
Ohio
|
$1.55M
|
+$42.2K
|
+1,160
|
+3%
|
|
|
213
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.52M
|
+$909
|
+25
|
+0.1%
|
|
|
214
|
Olistico Wealth
Tulsa,
Oklahoma
|
$1.51M
|
-$131K
|
-3,596
|
-8%
|
|
|
215
|
Burton Enright Welch
Walnut Creek,
California
|
$1.48M
|
-$22.7K
|
-626
|
-2%
|
|
|
216
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.47M
|
+$23.5K
|
+647
|
+2%
|
|
|
217
|
Keel Point
Huntsville,
Alabama
|
$1.46M
|
+$1.42M
|
+39,026
|
New
|
|
|
218
|
INVST
Indianapolis,
Indiana
|
$1.45M
|
+$967K
|
+26,599
|
+219%
|
|
|
219
|
Forum Private Client Group
Fishers,
Indiana
|
$1.45M
|
-$272K
|
-7,477
|
-16%
|
|
|
220
|
Ancora Advisors
Cleveland,
Ohio
|
$1.4M
|
-$168K
|
-4,617
|
-11%
|
|
|
221
|
TownSquare Capital
Provo,
Utah
|
$1.37M
|
+$4.87K
|
+134
|
+0.4%
|
|
|
222
|
Forum Financial Management
Lombard,
Illinois
|
$1.37M
|
+$218
|
+6
|
+0%
|
|
|
223
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.34M
|
+$1.3M
|
+35,642
|
New
|
|
|
224
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$1.32M
|
+$123K
|
+3,384
|
+11%
|
|
|
225
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1.29M
|
+$279K
|
+7,666
|
+29%
|
|
