|
151
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$258K
|
+$240K
|
+3,796
|
New
|
|
|
152
|
Brown Brothers Harriman & Co
New York
|
$242K
|
–
|
–
|
–
|
|
|
153
|
Maia Wealth
Denver,
Colorado
|
$242K
|
–
|
–
|
–
|
|
|
154
|
KDK Private Wealth Management
Houston,
Texas
|
$238K
|
–
|
–
|
–
|
|
|
155
|
Synergy Asset Management
Vancouver,
Washington
|
$235K
|
+$219K
|
+3,456
|
New
|
|
|
156
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$234K
|
+$2.47K
|
+39
|
+1%
|
|
|
157
|
Traction Financial Partners
Encampment,
Wyoming
|
$233K
|
+$217K
|
+3,429
|
New
|
|
|
158
|
GWN Securities
Palm Beach Gardens,
Florida
|
$228K
|
+$7.28K
|
+115
|
+4%
|
|
|
159
|
World Investment Advisors
Santa Barbara,
California
|
$227K
|
+$211K
|
+3,337
|
New
|
|
|
160
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$221K
|
-$4.75K
|
-75
|
-2%
|
|
|
161
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$216K
|
+$201K
|
+3,183
|
New
|
|
|
162
|
Cadence Bank
Tupelo,
Mississippi
|
$215K
|
+$200K
|
+3,160
|
New
|
|
|
163
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$206K
|
+$192K
|
+3,031
|
New
|
|
|
164
|
Advisornet Financial
Minnetonka,
Minnesota
|
$203K
|
-$25.5K
|
-403
|
-12%
|
|
|
165
|
Bell Investment Advisors
Oakland,
California
|
$160K
|
+$149K
|
+2,361
|
New
|
|
|
166
|
|
$116K
|
+$108K
|
+1,707
|
New
|
|
|
167
|
Central Trust Company
Jefferson City,
Missouri
|
$102K
|
+$47.8K
|
+755
|
+100%
|
|
|
168
|
S.A. Mason
Holland,
Michigan
|
$99.5K
|
–
|
–
|
–
|
|
|
169
|
Private Trust Company
Cleveland,
Ohio
|
$89.8K
|
+$8.48K
|
+134
|
+11%
|
|
|
170
|
SYM Financial Corp
Winona Lake,
Indiana
|
$83.6K
|
–
|
–
|
–
|
|
|
171
|
William Blair & Company
Chicago,
Illinois
|
$70.9K
|
-$329K
|
-5,192
|
-83%
|
|
|
172
|
Bogart Wealth LLC
Mclean,
Virginia
|
$68K
|
–
|
–
|
–
|
|
|
173
|
Colonial Trust
Spartanburg,
South Carolina
|
$57.8K
|
-$6.33K
|
-100
|
-11%
|
|
|
174
|
|
$50.8K
|
+$47.3K
|
+748
|
New
|
|
|
175
|
Allworth Financial
Folsom,
California
|
$50.2K
|
-$5K
|
-79
|
-10%
|
|
