|
2301
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$430K
|
+$421K
|
+3,441
|
New
|
|
|
2302
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$427K
|
+$414K
|
+3,386
|
New
|
|
|
2303
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$426K
|
+$67.9K
|
+555
|
+19%
|
|
|
2304
|
Mission Creek Capital Partners
San Francisco,
California
|
$425K
|
+$416K
|
+3,404
|
New
|
|
|
2305
|
Axiom Investment Management
New York
|
$423K
|
-$607K
|
-4,957
|
-59%
|
|
|
2306
|
WealthOne
Albany,
New York
|
$423K
|
-$117K
|
-957
|
-22%
|
|
|
2307
|
Arax Advisory Partners
Denver,
Colorado
|
$422K
|
-$2.2K
|
-18
|
-0.5%
|
|
|
2308
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$422K
|
+$99.5K
|
+813
|
+32%
|
|
|
2309
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$421K
|
+$4.28K
|
+35
|
+1%
|
|
|
2310
|
Howard Wealth Management
Madison,
Connecticut
|
$421K
|
+$413K
|
+3,378
|
New
|
|
|
2311
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$419K
|
-$205K
|
-1,675
|
-33%
|
|
|
2312
|
Lake Street Private Wealth
Chicago,
Illinois
|
$418K
|
+$169K
|
+1,381
|
+70%
|
|
|
2313
|
Professional Financial Advisors
North Platte,
Nebraska
|
$418K
|
+$409K
|
+3,343
|
New
|
|
|
2314
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$416K
|
-$52K
|
-425
|
-11%
|
|
|
2315
|
|
$416K
|
+$856
|
+7
|
+0.2%
|
|
|
2316
|
Harvey Capital Management
Palm Beach,
Florida
|
$415K
|
–
|
–
|
–
|
|
|
2317
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$407K
|
-$3.67K
|
-30
|
-0.9%
|
|
|
2318
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$406K
|
+$398K
|
+3,251
|
New
|
|
|
2319
|
Epstein & White Financial
San Diego,
California
|
$405K
|
-$623K
|
-5,092
|
-61%
|
|
|
2320
|
LifeSteps Financial
Claremont,
California
|
$405K
|
+$397K
|
+3,241
|
New
|
|
|
2321
|
Winch Advisory Services
Appleton,
Wisconsin
|
$404K
|
+$13.3K
|
+109
|
+3%
|
|
|
2322
|
D'Orazio & Associates
Falls Church,
Virginia
|
$403K
|
-$9.18K
|
-75
|
-2%
|
|
|
2323
|
Nadler Financial Group
Deerfield,
Illinois
|
$403K
|
–
|
–
|
–
|
|
|
2324
|
WESPAC Advisors
Orinda,
California
|
$403K
|
+$81.5K
|
+666
|
+26%
|
|
|
2325
|
20/20 Capital Management
Costa Mesa,
California
|
$403K
|
+$388K
|
+3,173
|
New
|
|
