|
201
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$531K
|
+$535K
|
+14,030
|
New
|
|
|
202
|
Sovran Advisors
San Diego,
California
|
$530K
|
-$17.4K
|
-457
|
-3%
|
|
|
203
|
|
$527K
|
-$262K
|
-6,874
|
-33%
|
|
|
204
|
PKS Advisory Services
Albany,
New York
|
$521K
|
-$14.6K
|
-384
|
-3%
|
|
|
205
|
First Trust Advisors
Wheaton,
Illinois
|
$518K
|
+$267
|
+7
|
+0.1%
|
|
|
206
|
Arax Advisory Partners
Denver,
Colorado
|
$516K
|
+$520K
|
+13,638
|
New
|
|
|
207
|
Matrix Private Capital Group
New York
|
$503K
|
+$8.85K
|
+232
|
+2%
|
|
|
208
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$497K
|
+$76
|
+2
|
+0%
|
|
|
209
|
IFP Advisors
Tampa,
Florida
|
$496K
|
-$24.2K
|
-634
|
-5%
|
|
|
210
|
Moors & Cabot
Boston,
Massachusetts
|
$487K
|
+$725
|
+19
|
+0.1%
|
|
|
211
|
Oppenheimer & Co
New York
|
$479K
|
-$14.5K
|
-379
|
-3%
|
|
|
212
|
Pathstone Holdings
Englewood,
New Jersey
|
$473K
|
–
|
–
|
–
|
|
|
213
|
Bank of New York Mellon
New York
|
$472K
|
+$132K
|
+3,472
|
+39%
|
|
|
214
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$470K
|
-$452K
|
-11,853
|
-49%
|
|
|
215
|
Prosperity Financial Group
San Ramon,
California
|
$468K
|
+$105K
|
+2,756
|
+29%
|
|
|
216
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$468K
|
–
|
–
|
–
|
|
|
217
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$466K
|
-$7.02K
|
-184
|
-1%
|
|
|
218
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$455K
|
+$170K
|
+4,449
|
+59%
|
|
|
219
|
Brown Advisory
Baltimore,
Maryland
|
$454K
|
+$2.29K
|
+60
|
+0.5%
|
|
|
220
|
Beam Wealth Advisors
Covington,
Louisiana
|
$442K
|
+$445K
|
+11,659
|
New
|
|
|
221
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$437K
|
+$3.01K
|
+79
|
+0.7%
|
|
|
222
|
10Elms LLP
Tulsa,
Oklahoma
|
$430K
|
–
|
–
|
–
|
|
|
223
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$428K
|
+$184K
|
+4,822
|
+74%
|
|
|
224
|
Sunbelt Securities
Houston,
Texas
|
$422K
|
+$46.1K
|
+1,209
|
+12%
|
|
|
225
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$417K
|
-$2.01M
|
-52,642
|
-83%
|
|
