|
26
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$991K
|
+$993K
|
+37,504
|
New
|
|
|
27
|
SeaCrest Wealth Management
Purchase,
New York
|
$813K
|
+$811K
|
+30,635
|
New
|
|
|
28
|
Avior Wealth Management
Omaha,
Nebraska
|
$805K
|
+$806K
|
+30,467
|
New
|
|
|
29
|
|
$777K
|
+$778K
|
+29,403
|
New
|
|
|
30
|
Bogart Wealth LLC
Mclean,
Virginia
|
$766K
|
+$14.1K
|
+532
|
+2%
|
|
|
31
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$714K
|
-$179K
|
-6,752
|
-20%
|
|
|
32
|
Asset Allocation Strategies
Farmington,
Michigan
|
$710K
|
+$32.3K
|
+1,222
|
+5%
|
|
|
33
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$706K
|
+$13.3K
|
+503
|
+2%
|
|
|
34
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$653K
|
+$150K
|
+5,680
|
+30%
|
|
|
35
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$646K
|
+$647K
|
+24,449
|
New
|
|
|
36
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$634K
|
+$635K
|
+24,010
|
New
|
|
|
37
|
Windsor Advisory Group
Columbus,
Ohio
|
$575K
|
+$576K
|
+21,763
|
New
|
|
|
38
|
Forum Financial Management
Lombard,
Illinois
|
$521K
|
+$18.5K
|
+700
|
+4%
|
|
|
39
|
EP Wealth Advisors
Torrance,
California
|
$518K
|
+$519K
|
+19,610
|
New
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$500K
|
+$144K
|
+5,446
|
+40%
|
|
|
41
|
WealthBridge Capital Management
Westerville,
Ohio
|
$492K
|
+$24.1K
|
+910
|
+5%
|
|
|
42
|
Clearview Wealth Advisors
Salem,
Oregon
|
$475K
|
+$236K
|
+8,917
|
+98%
|
|
|
43
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$467K
|
+$467K
|
+17,658
|
New
|
|
|
44
|
Meridian Wealth Management
Lexington,
Kentucky
|
$442K
|
+$217K
|
+8,182
|
+96%
|
|
|
45
|
HighTower Advisors
Chicago,
Illinois
|
$441K
|
+$441K
|
+16,674
|
New
|
|
|
46
|
Mercer Global Advisors
Denver,
Colorado
|
$435K
|
+$120K
|
+4,517
|
+38%
|
|
|
47
|
Corient Private Wealth
Miami,
Florida
|
$420K
|
+$421K
|
+15,913
|
New
|
|
|
48
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$414K
|
-$37.4K
|
-1,412
|
-8%
|
|
|
49
|
TT Capital Management
Coto De Caza,
California
|
$412K
|
–
|
–
|
–
|
|
|
50
|
Integral Investment Advisors
Turlock,
California
|
$381K
|
+$59.9K
|
+2,265
|
+19%
|
|
