|
226
|
|
$6.79M
|
+$1.78M
|
+20,000
|
+36%
|
|
|
227
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$6.79M
|
–
|
–
|
–
|
|
|
228
|
ORG Partners
Roanoke,
Indiana
|
$6.77M
|
+$6.62M
|
+74,590
|
New
|
|
|
229
|
Investors Research Corp
Atlanta,
Georgia
|
$6.76M
|
+$313K
|
+3,526
|
+5%
|
|
|
230
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$6.7M
|
+$153K
|
+1,722
|
+2%
|
|
|
231
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$6.63M
|
-$40.1K
|
-452
|
-0.6%
|
|
|
232
|
Hollencrest Capital Management
Newport Beach,
California
|
$6.5M
|
-$98.8K
|
-1,113
|
-2%
|
|
|
233
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$6.46M
|
-$63.2K
|
-712
|
-1%
|
|
|
234
|
Fifth Third Securities
Cincinnati,
Ohio
|
$6.45M
|
-$1.36M
|
-15,268
|
-18%
|
|
|
235
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$6.39M
|
-$610K
|
-6,867
|
-9%
|
|
|
236
|
Kelly Financial Services
Braintree,
Massachusetts
|
$6.37M
|
-$19.1M
|
-215,492
|
-75%
|
|
|
237
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$6.33M
|
+$238K
|
+2,685
|
+4%
|
|
|
238
|
Wealthspire Advisors (New York)
New York
|
$6.3M
|
-$419K
|
-4,715
|
-6%
|
|
|
239
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$6.25M
|
+$34.7K
|
+391
|
+0.6%
|
|
|
240
|
Forte Capital
Rochester,
New York
|
$6.16M
|
+$6.57K
|
+74
|
+0.1%
|
|
|
241
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$6.14M
|
-$161K
|
-1,817
|
-3%
|
|
|
242
|
CIBC World Market
Toronto,
Ontario, Canada
|
$6.12M
|
+$359K
|
+4,049
|
+6%
|
|
|
243
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$6.1M
|
-$6.55M
|
-73,827
|
-52%
|
|
|
244
|
JSF Financial
Los Angeles,
California
|
$5.96M
|
-$2.19M
|
-24,690
|
-27%
|
|
|
245
|
Steward Partners Investment Advisory
New York
|
$5.89M
|
-$126K
|
-1,423
|
-2%
|
|
|
246
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$5.87M
|
+$95.6K
|
+1,077
|
+2%
|
|
|
247
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$5.83M
|
+$5.7M
|
+64,226
|
+39,646%
|
|
|
248
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.82M
|
+$61.4K
|
+692
|
+1%
|
|
|
249
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$5.69M
|
-$724K
|
-8,150
|
-11%
|
|
|
250
|
Grove Bank & Trust
Miami,
Florida
|
$5.53M
|
–
|
–
|
–
|
|
