|
326
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.6M
|
-$280K
|
-2,288
|
-2%
|
|
|
327
|
Harbour Investments
Madison,
Wisconsin
|
$11.5M
|
+$348K
|
+2,841
|
+3%
|
|
|
328
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$11.5M
|
+$3.59M
|
+29,354
|
+46%
|
|
|
329
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$11.5M
|
+$662K
|
+5,409
|
+6%
|
|
|
330
|
Oppenheimer & Co
New York
|
$11.4M
|
+$185K
|
+1,513
|
+2%
|
|
|
331
|
Coldstream Capital Management
Bellevue,
Washington
|
$11.3M
|
+$694K
|
+5,673
|
+7%
|
|
|
332
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$11.3M
|
-$422K
|
-3,447
|
-4%
|
|
|
333
|
Godfrey Financial Associates
Glenmont,
New York
|
$11.3M
|
+$11.2M
|
+91,431
|
New
|
|
|
334
|
Parallel Advisors
San Francisco,
California
|
$11.2M
|
-$388K
|
-3,173
|
-3%
|
|
|
335
|
TSA Wealth Management
Houston,
Texas
|
$11.2M
|
-$241K
|
-1,970
|
-2%
|
|
|
336
|
Avid Wealth Partners
San Antonio,
Texas
|
$11.1M
|
-$3.81M
|
-31,142
|
-26%
|
|
|
337
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$11.1M
|
+$296K
|
+2,415
|
+3%
|
|
|
338
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$11M
|
-$6.73K
|
-55
|
-0.1%
|
|
|
339
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$10.9M
|
-$1.07M
|
-8,714
|
-9%
|
|
|
340
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$10.9M
|
-$1M
|
-8,174
|
-8%
|
|
|
341
|
Net Worth Advisory Group
Sandy,
Utah
|
$10.8M
|
+$9.56M
|
+78,076
|
+785%
|
|
|
342
|
North Berkeley Wealth Management
Berkeley,
California
|
$10.8M
|
-$458K
|
-3,745
|
-4%
|
|
|
343
|
IFG Advisory
Atlanta,
Georgia
|
$10.8M
|
-$94.2K
|
-770
|
-0.9%
|
|
|
344
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$10.8M
|
-$166K
|
-1,355
|
-2%
|
|
|
345
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$10.7M
|
+$1M
|
+8,197
|
+10%
|
|
|
346
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$10.7M
|
-$882K
|
-7,209
|
-8%
|
|
|
347
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$10.7M
|
-$133K
|
-1,085
|
-1%
|
|
|
348
|
Investment Advisory Group
Hanover,
Massachusetts
|
$10.6M
|
+$363K
|
+2,964
|
+4%
|
|
|
349
|
EPG Wealth Management
Atlanta,
Georgia
|
$10.6M
|
+$40.1K
|
+328
|
+0.4%
|
|
|
350
|
Element Pointe Advisors
Miami,
Florida
|
$10.6M
|
–
|
–
|
–
|
|
