|
451
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$944K
|
+$840K
|
+17,794
|
New
|
|
|
452
|
Asset Allocation Strategies
Farmington,
Michigan
|
$939K
|
-$217K
|
-4,592
|
-21%
|
|
|
453
|
Advyzon Investment Management
Lisle,
Illinois
|
$938K
|
+$835K
|
+17,678
|
New
|
|
|
454
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$932K
|
–
|
–
|
–
|
|
|
455
|
Merit Financial Group
Alpharetta,
Georgia
|
$928K
|
+$826K
|
+17,500
|
New
|
|
|
456
|
Private Capital Advisors
Darien,
Connecticut
|
$926K
|
-$687K
|
-14,550
|
-45%
|
|
|
457
|
M Holdings Securities
Portland,
Oregon
|
$925K
|
+$134K
|
+2,840
|
+19%
|
|
|
458
|
Vienna Asset Management
Saratoga,
California
|
$914K
|
-$444K
|
-9,410
|
-35%
|
|
|
459
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$911K
|
+$123K
|
+2,600
|
+18%
|
|
|
460
|
Andina Capital Management
Lehi,
Utah
|
$910K
|
+$459K
|
+9,728
|
+131%
|
|
|
461
|
Evercore Wealth Management
New York
|
$904K
|
+$167K
|
+3,546
|
+26%
|
|
|
462
|
|
$902K
|
+$761K
|
+16,117
|
New
|
|
|
463
|
Westwood Holdings Group
Dallas,
Texas
|
$888K
|
+$790K
|
+16,741
|
New
|
|
|
464
|
Sovereign Financial Group
Stamford,
Connecticut
|
$883K
|
-$83.6K
|
-1,770
|
-10%
|
|
|
465
|
First National Trust
Hermitage,
Pennsylvania
|
$882K
|
+$785K
|
+16,618
|
New
|
|
|
466
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$879K
|
+$782K
|
+16,562
|
New
|
|
|
467
|
SteelPeak Wealth
Woodland Hills,
California
|
$876K
|
+$192K
|
+4,063
|
+33%
|
|
|
468
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$871K
|
+$322K
|
+6,817
|
+71%
|
|
|
469
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$862K
|
+$441K
|
+9,340
|
+135%
|
|
|
470
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$861K
|
+$198K
|
+4,186
|
+35%
|
|
|
471
|
Kerrisdale Advisers
Miami,
Florida
|
$860K
|
–
|
–
|
–
|
|
|
472
|
Unique Wealth
Clearwater,
Florida
|
$859K
|
+$76.1K
|
+1,612
|
+11%
|
|
|
473
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$856K
|
-$82.4K
|
-1,746
|
-10%
|
|
|
474
|
Bearing Point Capital
Bloomington,
Minnesota
|
$854K
|
+$760K
|
+16,090
|
New
|
|
|
475
|
Pine Valley Investments
Marlton,
New Jersey
|
$851K
|
+$297K
|
+6,291
|
+64%
|
|
