|
1176
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.95M
|
–
|
–
|
–
|
|
|
1177
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$1.95M
|
+$214K
|
+2,691
|
+13%
|
|
|
1178
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$1.95M
|
+$1.57M
|
+19,714
|
+523%
|
|
|
1179
|
Heritage Family Offices
Scottsdale,
Arizona
|
$1.95M
|
-$251K
|
-3,146
|
-12%
|
|
|
1180
|
FF Advisors
Manhattan Beach,
California
|
$1.94M
|
+$30.4K
|
+381
|
+2%
|
|
|
1181
|
IFC Advisors
Los Angeles,
California
|
$1.94M
|
–
|
–
|
–
|
|
|
1182
|
Regimen Wealth
Atlanta,
Georgia
|
$1.93M
|
+$16.7K
|
+209
|
+0.9%
|
|
|
1183
|
Argent Advisors
Monroe,
Louisiana
|
$1.93M
|
+$16.2K
|
+203
|
+0.9%
|
|
|
1184
|
Evercore Wealth Management
New York
|
$1.93M
|
–
|
–
|
–
|
|
|
1185
|
Whitney & Co
Rochester,
New York
|
$1.92M
|
+$28K
|
+351
|
+2%
|
|
|
1186
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1.92M
|
–
|
–
|
–
|
|
|
1187
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$1.9M
|
+$907K
|
+11,378
|
+98%
|
|
|
1188
|
KPP Advisory Services
Louisville,
Kentucky
|
$1.89M
|
+$132K
|
+1,656
|
+8%
|
|
|
1189
|
Vision Retirement
Ridgewood,
New Jersey
|
$1.88M
|
+$213K
|
+2,669
|
+13%
|
|
|
1190
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$1.88M
|
-$328K
|
-4,112
|
-15%
|
|
|
1191
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.87M
|
+$1.7M
|
+21,304
|
+1,691%
|
|
|
1192
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.87M
|
-$84.3K
|
-1,058
|
-4%
|
|
|
1193
|
Pine Valley Investments
Marlton,
New Jersey
|
$1.87M
|
+$106K
|
+1,331
|
+6%
|
|
|
1194
|
Sensible Money
Scottsdale,
Arizona
|
$1.86M
|
-$1.04K
|
-13
|
-0.1%
|
|
|
1195
|
RiverGlades Family Offices
Naples,
Florida
|
$1.86M
|
+$1.79M
|
+22,401
|
New
|
|
|
1196
|
PUREfi Wealth
Boston,
Massachusetts
|
$1.85M
|
-$29.5K
|
-370
|
-2%
|
|
|
1197
|
Two West Capital Advisors
Overland Park,
Kansas
|
$1.85M
|
-$359K
|
-4,510
|
-16%
|
|
|
1198
|
Payne Capital
Lake Oswego,
Oregon
|
$1.85M
|
–
|
–
|
–
|
|
|
1199
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.84M
|
-$767K
|
-9,621
|
-30%
|
|
|
1200
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.84M
|
-$1.18M
|
-14,815
|
-40%
|
|
