|
201
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$3.08M
|
+$812K
|
+23,978
|
+36%
|
|
|
202
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.03M
|
+$69.3K
|
+2,045
|
+2%
|
|
|
203
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.96M
|
+$148K
|
+4,370
|
+5%
|
|
|
204
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.83M
|
+$706K
|
+20,849
|
+33%
|
|
|
205
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$2.82M
|
+$75.4K
|
+2,227
|
+3%
|
|
|
206
|
Aureum Wealth Management
North Palm Beach,
Florida
|
$2.81M
|
+$2.82M
|
+83,253
|
New
|
|
|
207
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.8M
|
-$6.89M
|
-203,466
|
-71%
|
|
|
208
|
Rockefeller Capital Management
New York
|
$2.8M
|
+$1.31M
|
+38,688
|
+88%
|
|
|
209
|
US Bancorp
Minneapolis,
Minnesota
|
$2.75M
|
+$456K
|
+13,475
|
+20%
|
|
|
210
|
Aspetuck Financial Management
Westport,
Connecticut
|
$2.75M
|
-$11.7K
|
-345
|
-0.4%
|
|
|
211
|
Entelevest
Coral Gables,
Florida
|
$2.69M
|
+$2.7M
|
+79,678
|
New
|
|
|
212
|
Gilpin Wealth Management
Denver,
Colorado
|
$2.64M
|
+$2.64M
|
+77,936
|
New
|
|
|
213
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$2.6M
|
+$71K
|
+2,096
|
+3%
|
|
|
214
|
GeoWealth Management
Chicago,
Illinois
|
$2.56M
|
+$1.28M
|
+37,876
|
+100%
|
|
|
215
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$2.56M
|
+$2.56M
|
+75,603
|
New
|
|
|
216
|
Pacific Financial Group
Bellevue,
Washington
|
$2.45M
|
+$338K
|
+9,992
|
+16%
|
|
|
217
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2.44M
|
+$147K
|
+4,328
|
+6%
|
|
|
218
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$2.42M
|
+$147K
|
+4,340
|
+6%
|
|
|
219
|
&Partners
Nashville,
Tennessee
|
$2.31M
|
+$247K
|
+7,298
|
+12%
|
|
|
220
|
Comerica Bank
Dallas,
Texas
|
$2.3M
|
+$125K
|
+3,690
|
+6%
|
|
|
221
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.3M
|
+$648K
|
+19,146
|
+39%
|
|
|
222
|
Verus Wealth Management
De Pere,
Wisconsin
|
$2.27M
|
+$419K
|
+12,368
|
+23%
|
|
|
223
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$2.25M
|
+$290K
|
+8,550
|
+15%
|
|
|
224
|
TD Private Client Wealth
New York
|
$2.23M
|
+$149K
|
+4,400
|
+7%
|
|
|
225
|
Centennial Bank
Conway,
Arkansas
|
$2.22M
|
+$126K
|
+3,706
|
+6%
|
|
