|
701
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$963K
|
–
|
–
|
–
|
|
|
702
|
W Advisors LLC
Germantown,
Tennessee
|
$962K
|
+$260K
|
+2,017
|
+34%
|
|
|
703
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$959K
|
+$11.2K
|
+87
|
+1%
|
|
|
704
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$959K
|
–
|
–
|
–
|
|
|
705
|
Willow Creek Wealth Management
Sebastopol,
California
|
$953K
|
–
|
–
|
–
|
|
|
706
|
Avid Wealth Partners
San Antonio,
Texas
|
$949K
|
+$690K
|
+5,352
|
+221%
|
|
|
707
|
Huntington National Bank
Columbus,
Ohio
|
$920K
|
–
|
–
|
–
|
|
|
708
|
L.K. Benson & Company
Baltimore,
Maryland
|
$920K
|
+$22K
|
+171
|
+2%
|
|
|
709
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$918K
|
+$970K
|
+7,526
|
New
|
|
|
710
|
Windsor Capital Management
Phoenix,
Arizona
|
$908K
|
-$516
|
-4
|
-0.1%
|
|
|
711
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$903K
|
+$8.25K
|
+64
|
+0.9%
|
|
|
712
|
Rolek Wealth Management
Berwyn,
Pennsylvania
|
$903K
|
+$995K
|
+7,717
|
New
|
|
|
713
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$902K
|
-$30.9K
|
-240
|
-3%
|
|
|
714
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$899K
|
+$26.4K
|
+205
|
+3%
|
|
|
715
|
Pacific Capital Wealth Advisors
Corona,
California
|
$897K
|
–
|
–
|
–
|
|
|
716
|
SFMG Wealth Advisors
Plano,
Texas
|
$895K
|
+$7.22K
|
+56
|
+0.8%
|
|
|
717
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$894K
|
+$36.2K
|
+281
|
+4%
|
|
|
718
|
Keystone Wealth Services
Palm Desert,
California
|
$894K
|
-$24.4K
|
-189
|
-3%
|
|
|
719
|
Capital City Trust
Tallahassee,
Florida
|
$875K
|
-$90.2K
|
-700
|
-9%
|
|
|
720
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$872K
|
-$9.15K
|
-71
|
-1%
|
|
|
721
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$871K
|
+$387
|
+3
|
+0%
|
|
|
722
|
Fiduciary Advisors Inc
St. Louis,
Missouri
|
$868K
|
+$156K
|
+1,209
|
+20%
|
|
|
723
|
Atwood & Palmer
Kansas City,
Missouri
|
$864K
|
–
|
–
|
–
|
|
|
724
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$862K
|
–
|
–
|
–
|
|
|
725
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$855K
|
-$387
|
-3
|
-0%
|
|
