|
601
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$726K
|
-$6.61M
|
-67,253
|
-90%
|
|
|
602
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$724K
|
–
|
–
|
–
|
|
|
603
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$723K
|
-$491
|
-5
|
-0.1%
|
|
|
604
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$712K
|
+$12.4K
|
+126
|
+2%
|
|
|
605
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$708K
|
-$146K
|
-1,484
|
-16%
|
|
|
606
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$705K
|
+$9.5K
|
+97
|
+1%
|
|
|
607
|
Synovus Financial
Columbus,
Georgia
|
$705K
|
-$112K
|
-1,141
|
-13%
|
|
|
608
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$703K
|
+$98
|
+1
|
+0%
|
|
|
609
|
Falcon Wealth Planning
Ontario,
California
|
$701K
|
+$240K
|
+2,445
|
+49%
|
|
|
610
|
Huntington National Bank
Columbus,
Ohio
|
$700K
|
–
|
–
|
–
|
|
|
611
|
Pacific Capital Wealth Advisors
Corona,
California
|
$694K
|
–
|
–
|
–
|
|
|
612
|
Silver Oak Securities
Jackson,
Tennessee
|
$693K
|
-$42.8K
|
-436
|
-6%
|
|
|
613
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$692K
|
-$8.84K
|
-90
|
-1%
|
|
|
614
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$687K
|
-$11.5K
|
-117
|
-2%
|
|
|
615
|
Institute for Wealth Management
Denver,
Colorado
|
$686K
|
+$1.38K
|
+14
|
+0.2%
|
|
|
616
|
Edge Capital Group
Atlanta,
Georgia
|
$685K
|
–
|
–
|
–
|
|
|
617
|
HUB Investment Partners
Austin,
Texas
|
$683K
|
-$386K
|
-3,924
|
-35%
|
|
|
618
|
Private Portfolio Partners
Paramus,
New Jersey
|
$678K
|
+$10.6K
|
+108
|
+2%
|
|
|
619
|
Clear Creek Financial Management
Silverdale,
Washington
|
$676K
|
-$52.9K
|
-538
|
-7%
|
|
|
620
|
SFMG Wealth Advisors
Plano,
Texas
|
$668K
|
-$114K
|
-1,163
|
-14%
|
|
|
621
|
Windsor Capital Management
Phoenix,
Arizona
|
$667K
|
+$2.75K
|
+28
|
+0.4%
|
|
|
622
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$664K
|
+$491
|
+5
|
+0.1%
|
|
|
623
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$661K
|
-$4.52K
|
-46
|
-0.7%
|
|
|
624
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$656K
|
+$151K
|
+1,540
|
+28%
|
|
|
625
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$654K
|
-$295K
|
-3,001
|
-30%
|
|
