|
76
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$6.92M
|
-$184K
|
-1,562
|
-3%
|
|
|
77
|
WealthShield Partners
Cary,
North Carolina
|
$6.89M
|
+$1.88M
|
+15,999
|
+38%
|
|
|
78
|
Annapolis Financial Services
Annapolis,
Maryland
|
$6.77M
|
+$828K
|
+7,044
|
+14%
|
|
|
79
|
Pachira Investments
Dana Point,
California
|
$6.54M
|
+$278K
|
+2,368
|
+4%
|
|
|
80
|
Planning Directions
Glen Mills,
Pennsylvania
|
$6.46M
|
-$359K
|
-3,057
|
-5%
|
|
|
81
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$6.3M
|
+$154K
|
+1,308
|
+3%
|
|
|
82
|
Comerica Bank
Dallas,
Texas
|
$5.85M
|
-$51.1K
|
-435
|
-0.9%
|
|
|
83
|
PFG Private Wealth Management
Lutz,
Florida
|
$5.81M
|
+$119K
|
+1,011
|
+2%
|
|
|
84
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.54M
|
-$107K
|
-910
|
-2%
|
|
|
85
|
Veridan Wealth
West Linn,
Oregon
|
$5.42M
|
+$4.86M
|
+41,321
|
New
|
|
|
86
|
Breakwater Capital Group
Paramus,
New Jersey
|
$5.4M
|
+$1.38M
|
+11,716
|
+35%
|
|
|
87
|
Holt Capital Partners
Fort Worth,
Texas
|
$5.38M
|
-$123K
|
-1,050
|
-2%
|
|
|
88
|
WesBanco Bank
Wheeling,
West Virginia
|
$5.13M
|
–
|
–
|
–
|
|
|
89
|
Atria Investments
Charlotte,
North Carolina
|
$5.06M
|
-$226K
|
-1,921
|
-4%
|
|
|
90
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.87M
|
-$33.4K
|
-284
|
-0.7%
|
|
|
91
|
Richard P. Slaughter Associates
Austin,
Texas
|
$4.83M
|
+$33.4K
|
+284
|
+0.7%
|
|
|
92
|
Mather Group
Chicago,
Illinois
|
$4.65M
|
+$4.35M
|
+36,998
|
+1,949%
|
|
|
93
|
Resolute Advisors
San Francisco,
California
|
$4.6M
|
–
|
–
|
–
|
|
|
94
|
Mutual Advisors
Omaha,
Nebraska
|
$4.19M
|
+$302K
|
+2,566
|
+8%
|
|
|
95
|
Breakwater Investment Management
Seattle,
Washington
|
$4.06M
|
+$89.9K
|
+765
|
+2%
|
|
|
96
|
AE Wealth Management
Topeka,
Kansas
|
$3.85M
|
-$1.26M
|
-10,740
|
-25%
|
|
|
97
|
Apriem Advisors
Irvine,
California
|
$3.79M
|
+$901K
|
+7,666
|
+32%
|
|
|
98
|
Howe & Rusling
Rochester,
New York
|
$3.75M
|
+$694K
|
+5,901
|
+23%
|
|
|
99
|
MAI Capital Management
Independence,
Ohio
|
$3.67M
|
+$28.8K
|
+245
|
+0.8%
|
|
|
100
|
Principle Wealth Partners
Madison,
Connecticut
|
$3.58M
|
+$25.3K
|
+215
|
+0.7%
|
|
