|
251
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$545K
|
+$31.9K
|
+157
|
+6%
|
|
|
252
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$544K
|
-$3.05K
|
-15
|
-0.5%
|
|
|
253
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$533K
|
-$24.2K
|
-119
|
-4%
|
|
|
254
|
Grimes & Company
Westborough,
Massachusetts
|
$532K
|
–
|
–
|
–
|
|
|
255
|
Advisor Partners
Walnut Creek,
California
|
$528K
|
–
|
–
|
–
|
|
|
256
|
Asset Management Group
Stamford,
Connecticut
|
$524K
|
–
|
–
|
–
|
|
|
257
|
Paulson Wealth Management
Wheaton,
Illinois
|
$512K
|
–
|
–
|
–
|
|
|
258
|
Hourglass Capital
Houston,
Texas
|
$511K
|
–
|
–
|
–
|
|
|
259
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$500K
|
–
|
–
|
–
|
|
|
260
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$494K
|
–
|
–
|
–
|
|
|
261
|
Synovus Financial
Columbus,
Georgia
|
$492K
|
–
|
–
|
–
|
|
|
262
|
EQ LLC
Bellevue,
Washington
|
$489K
|
-$5.48K
|
-27
|
-1%
|
|
|
263
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$482K
|
–
|
–
|
–
|
|
|
264
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$482K
|
–
|
–
|
–
|
|
|
265
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$480K
|
–
|
–
|
–
|
|
|
266
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$475K
|
+$489K
|
+2,406
|
New
|
|
|
267
|
Gofen & Glossberg
Chicago,
Illinois
|
$474K
|
–
|
–
|
–
|
|
|
268
|
Weaver Consulting Group
Huntington Beach,
California
|
$471K
|
–
|
–
|
–
|
|
|
269
|
AssetMark Inc
Concord,
California
|
$470K
|
-$110K
|
-542
|
-19%
|
|
|
270
|
Red Tortoise LLC
Atlanta,
Georgia
|
$469K
|
+$586K
|
+2,887
|
New
|
|
|
271
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$468K
|
-$135K
|
-663
|
-22%
|
|
|
272
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
$466K
|
–
|
–
|
–
|
|
|
273
|
Silicon Hills Wealth Management
Austin,
Texas
|
$459K
|
–
|
–
|
–
|
|
|
274
|
Neuberger Berman Group
New York
|
$455K
|
–
|
–
|
–
|
|
|
275
|
Portland Global Advisors
Portland,
Maine
|
$447K
|
–
|
–
|
–
|
|
