|
451
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$2.49M
|
+$379K
|
+2,420
|
+16%
|
|
|
452
|
Procyon Advisors
Shelton,
Connecticut
|
$2.48M
|
-$1.01M
|
-6,425
|
-27%
|
|
|
453
|
Private Ocean
San Rafael,
California
|
$2.47M
|
-$80.6K
|
-515
|
-3%
|
|
|
454
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.46M
|
+$392K
|
+2,506
|
+17%
|
|
|
455
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$2.45M
|
-$330K
|
-2,108
|
-11%
|
|
|
456
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$2.43M
|
-$776K
|
-4,960
|
-23%
|
|
|
457
|
Saxon Interests
Houston,
Texas
|
$2.42M
|
-$466K
|
-2,977
|
-15%
|
|
|
458
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.41M
|
+$2.27M
|
+14,501
|
New
|
|
|
459
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.37M
|
+$13.1K
|
+84
|
+0.5%
|
|
|
460
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.35M
|
+$2.53M
|
+16,191
|
New
|
|
|
461
|
Icon Wealth Partners
Houston,
Texas
|
$2.34M
|
-$41.3K
|
-264
|
-2%
|
|
|
462
|
Colorado Capital Management
Boulder,
Colorado
|
$2.32M
|
+$62.7K
|
+401
|
+3%
|
|
|
463
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$2.31M
|
-$25.5K
|
-163
|
-1%
|
|
|
464
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$2.3M
|
–
|
–
|
–
|
|
|
465
|
Evermay Wealth Management
Arlington,
Virginia
|
$2.29M
|
-$28.2K
|
-180
|
-1%
|
|
|
466
|
Realta Investment Advisors
Wilmington,
Delaware
|
$2.29M
|
-$312K
|
-1,996
|
-11%
|
|
|
467
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$2.26M
|
+$1.98M
|
+12,682
|
+436%
|
|
|
468
|
Global Retirement Partners
San Rafael,
California
|
$2.24M
|
-$3.6K
|
-23
|
-0.1%
|
|
|
469
|
Ancora Advisors
Cleveland,
Ohio
|
$2.23M
|
+$122K
|
+778
|
+5%
|
|
|
470
|
Allen Investment Management
New York
|
$2.2M
|
-$15.6K
|
-100
|
-0.7%
|
|
|
471
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$2.19M
|
+$248K
|
+1,588
|
+12%
|
|
|
472
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.17M
|
+$936K
|
+5,981
|
+66%
|
|
|
473
|
Savant Capital
Rockford,
Illinois
|
$2.16M
|
+$64K
|
+409
|
+3%
|
|
|
474
|
Perigon Wealth Management
San Francisco,
California
|
$2.15M
|
-$92.4K
|
-591
|
-4%
|
|
|
475
|
Brightworth
Atlanta,
Georgia
|
$2.15M
|
+$127K
|
+810
|
+6%
|
|
