|
1176
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$620K
|
+$635K
|
+5,584
|
New
|
|
|
1177
|
Montecito Bank & Trust
Santa Barbara,
California
|
$619K
|
+$634K
|
+5,578
|
New
|
|
|
1178
|
Sharper & Granite
El Segundo,
California
|
$618K
|
+$1.25K
|
+11
|
+0.2%
|
|
|
1179
|
True North Advisors
Dallas,
Texas
|
$618K
|
+$633K
|
+5,565
|
New
|
|
|
1180
|
Alteri Wealth
Westlake Village,
California
|
$617K
|
+$42.5K
|
+374
|
+7%
|
|
|
1181
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$614K
|
+$118K
|
+1,035
|
+23%
|
|
|
1182
|
Cary Street Partners
Richmond,
Virginia
|
$613K
|
-$77.7K
|
-684
|
-11%
|
|
|
1183
|
|
$611K
|
–
|
–
|
–
|
|
|
1184
|
LifePlan Financial
Mankato,
Minnesota
|
$610K
|
-$14.9K
|
-131
|
-2%
|
|
|
1185
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$609K
|
–
|
–
|
–
|
|
|
1186
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$609K
|
-$65.4K
|
-575
|
-9%
|
|
|
1187
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$604K
|
-$120K
|
-1,060
|
-16%
|
|
|
1188
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$601K
|
-$69.4K
|
-611
|
-10%
|
|
|
1189
|
WinCap Financial
Boston,
Massachusetts
|
$600K
|
+$23.8K
|
+209
|
+4%
|
|
|
1190
|
North Forty Two & Co
Lake Oswego,
Oregon
|
$600K
|
-$90.9K
|
-800
|
-13%
|
|
|
1191
|
Ayrshire Capital Management
Westport,
Connecticut
|
$599K
|
–
|
–
|
–
|
|
|
1192
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$598K
|
+$908K
|
+7,986
|
New
|
|
|
1193
|
Rothschild Investment LLC
Chicago,
Illinois
|
$597K
|
+$95.6K
|
+841
|
+19%
|
|
|
1194
|
VERITY Wealth Advisors
Sausalito,
United States
|
$593K
|
–
|
–
|
–
|
|
|
1195
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$591K
|
-$4.89K
|
-43
|
-0.8%
|
|
|
1196
|
Investment Partners
New Philadelphia,
Ohio
|
$591K
|
+$3.64K
|
+32
|
+0.6%
|
|
|
1197
|
Morningstar Investment Management
Chicago,
Illinois
|
$591K
|
-$824K
|
-7,248
|
-58%
|
|
|
1198
|
Capital Performance Advisors
Walnut Creek,
California
|
$591K
|
+$20.3K
|
+179
|
+3%
|
|
|
1199
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$591K
|
-$27.3K
|
-240
|
-4%
|
|
|
1200
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$590K
|
+$33.4K
|
+294
|
+6%
|
|
