|
801
|
State Street
Boston,
Massachusetts
|
$1.25M
|
+$131K
|
+2,229
|
+10%
|
|
|
802
|
Lincoln Capital
Lincoln,
Nebraska
|
$1.24M
|
-$6.88K
|
-117
|
-0.5%
|
|
|
803
|
New Capital Management
Houston,
Texas
|
$1.24M
|
+$5.29K
|
+90
|
+0.4%
|
|
|
804
|
Veritable
Wilmington,
Delaware
|
$1.22M
|
+$64.1K
|
+1,090
|
+5%
|
|
|
805
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$1.21M
|
-$16.5K
|
-281
|
-1%
|
|
|
806
|
ETF Portfolio Partners
Leawood,
Kansas
|
$1.21M
|
+$96.2K
|
+1,636
|
+8%
|
|
|
807
|
SWMG LLC
Fort Worth,
Texas
|
$1.2M
|
+$1.34M
|
+22,832
|
New
|
|
|
808
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.2M
|
-$1.3M
|
-22,051
|
-49%
|
|
|
809
|
Wind River Trust Company
Jackson,
Wyoming
|
$1.2M
|
-$391K
|
-6,656
|
-23%
|
|
|
810
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$1.18M
|
-$206K
|
-3,500
|
-14%
|
|
|
811
|
BNP Paribas Financial Markets
Paris,
France
|
$1.18M
|
+$1.32M
|
+22,382
|
New
|
|
|
812
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1.18M
|
–
|
–
|
–
|
|
|
813
|
Patron Partners
Houston,
Texas
|
$1.17M
|
+$34.8K
|
+591
|
+3%
|
|
|
814
|
KWB Wealth
Redlands,
California
|
$1.17M
|
-$334K
|
-5,681
|
-20%
|
|
|
815
|
Avion Wealth
The Woodlands,
Texas
|
$1.17M
|
+$47.8K
|
+813
|
+4%
|
|
|
816
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.16M
|
-$71.1K
|
-1,210
|
-5%
|
|
|
817
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.16M
|
+$820K
|
+13,950
|
+172%
|
|
|
818
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.16M
|
+$11K
|
+187
|
+0.9%
|
|
|
819
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.15M
|
-$563K
|
-9,573
|
-30%
|
|
|
820
|
Denver PWM
Denver,
Colorado
|
$1.15M
|
+$984K
|
+16,735
|
+366%
|
|
|
821
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.14M
|
-$22.9K
|
-390
|
-2%
|
|
|
822
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$1.14M
|
+$120K
|
+2,044
|
+10%
|
|
|
823
|
Evercore Wealth Management
New York
|
$1.14M
|
-$19.8K
|
-337
|
-2%
|
|
|
824
|
Lido Advisors
Los Angeles,
California
|
$1.14M
|
+$253K
|
+4,306
|
+25%
|
|
|
825
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$1.13M
|
+$1.1M
|
+18,629
|
New
|
|
