|
401
|
Private Trust Company
Cleveland,
Ohio
|
$399K
|
–
|
–
|
–
|
|
|
402
|
IHT Wealth Management
Chicago,
Illinois
|
$399K
|
+$69.5K
|
+1,634
|
+22%
|
|
|
403
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$395K
|
-$5.31K
|
-125
|
-1%
|
|
|
404
|
Ayrshire Capital Management
Westport,
Connecticut
|
$391K
|
-$69.3K
|
-1,629
|
-16%
|
|
|
405
|
Dock Street Asset Management
Palm Beach,
Florida
|
$388K
|
–
|
–
|
–
|
|
|
406
|
Alterna Wealth Management
Houston,
Texas
|
$387K
|
–
|
–
|
–
|
|
|
407
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$385K
|
-$29.6K
|
-696
|
-7%
|
|
|
408
|
Silvercrest Asset Management
New York
|
$383K
|
+$363K
|
+8,549
|
New
|
|
|
409
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$380K
|
–
|
–
|
–
|
|
|
410
|
Citadel Advisors
Miami,
Florida
|
$376K
|
-$1.91M
|
-44,924
|
-84%
|
|
|
411
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$372K
|
+$285K
|
+6,700
|
+419%
|
|
|
412
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$368K
|
-$432K
|
-10,167
|
-55%
|
|
|
413
|
Capital One Financial
Mclean,
Virginia
|
$368K
|
-$268K
|
-6,300
|
-43%
|
|
|
414
|
Integrated Advisors Network
Dallas,
Texas
|
$363K
|
+$344K
|
+8,091
|
New
|
|
|
415
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$361K
|
+$6.89K
|
+162
|
+2%
|
|
|
416
|
Summit X LLC
Chesterfield,
Missouri
|
$358K
|
+$338K
|
+7,958
|
New
|
|
|
417
|
Latitude Advisors
Vero Beach,
Florida
|
$354K
|
+$336K
|
+7,906
|
New
|
|
|
418
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$349K
|
+$331K
|
+7,794
|
New
|
|
|
419
|
Koshinski Asset Management
Decatur,
Illinois
|
$345K
|
+$6.63K
|
+156
|
+2%
|
|
|
420
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$344K
|
–
|
–
|
–
|
|
|
421
|
Source Financial Advisors
New York
|
$336K
|
+$318K
|
+7,490
|
New
|
|
|
422
|
Insight Advisors
Newtown,
Pennsylvania
|
$336K
|
+$319K
|
+7,496
|
New
|
|
|
423
|
Berger Financial Group
Plymouth,
Minnesota
|
$333K
|
+$316K
|
+7,430
|
New
|
|
|
424
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$332K
|
-$6.38K
|
-150
|
-2%
|
|
|
425
|
SignalPoint Asset Management
Springfield,
Missouri
|
$331K
|
-$13.3K
|
-312
|
-4%
|
|
