|
126
|
IEQ Capital
Foster City,
California
|
$1.1M
|
+$937K
|
+17,130
|
+480%
|
|
|
127
|
|
$1.09M
|
-$9.12M
|
-166,685
|
-89%
|
|
|
128
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$1.09M
|
–
|
–
|
–
|
|
|
129
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.07M
|
+$124K
|
+2,270
|
+13%
|
|
|
130
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.02M
|
+$222K
|
+4,059
|
+27%
|
|
|
131
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.01M
|
+$9.79K
|
+179
|
+1%
|
|
|
132
|
New Potomac Partners
Bethesda,
Maryland
|
$985K
|
+$1.01M
|
+18,440
|
New
|
|
|
133
|
Miracle Mile Advisors
Los Angeles,
California
|
$972K
|
+$996K
|
+18,207
|
New
|
|
|
134
|
Source Financial Advisors
New York
|
$914K
|
-$397K
|
-7,253
|
-30%
|
|
|
135
|
Northern Trust
Chicago,
Illinois
|
$878K
|
+$16.7K
|
+306
|
+2%
|
|
|
136
|
9258 Wealth Management
Blue Ash,
Ohio
|
$865K
|
+$58.4K
|
+1,068
|
+7%
|
|
|
137
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$854K
|
-$31.5K
|
-575
|
-3%
|
|
|
138
|
Viewpoint Capital Management
Seattle,
Washington
|
$806K
|
-$21.9K
|
-400
|
-3%
|
|
|
139
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$775K
|
+$49.2K
|
+899
|
+7%
|
|
|
140
|
Columbus Macro
New Castle,
Pennsylvania
|
$775K
|
+$794K
|
+14,513
|
New
|
|
|
141
|
Evanson Asset Management
Carmel,
California
|
$732K
|
–
|
–
|
–
|
|
|
142
|
Element Wealth
Ridgeland,
Mississippi
|
$730K
|
+$368K
|
+6,718
|
+97%
|
|
|
143
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$727K
|
+$117K
|
+2,135
|
+19%
|
|
|
144
|
Huntington National Bank
Columbus,
Ohio
|
$685K
|
–
|
–
|
–
|
|
|
145
|
Synovus Financial
Columbus,
Georgia
|
$684K
|
-$985
|
-18
|
-0.1%
|
|
|
146
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$664K
|
+$58.9K
|
+1,076
|
+9%
|
|
|
147
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$664K
|
+$681K
|
+12,436
|
New
|
|
|
148
|
Mission Creek Capital Partners
San Francisco,
California
|
$653K
|
-$30.8K
|
-562
|
-4%
|
|
|
149
|
Marcum Wealth
Cleveland,
Ohio
|
$632K
|
+$6.18K
|
+113
|
+1%
|
|
|
150
|
WBH Advisory
Baltimore,
Maryland
|
$625K
|
+$678K
|
+12,381
|
New
|
|
