|
1001
|
Segment Wealth Management
Houston,
Texas
|
$454K
|
–
|
–
|
–
|
|
|
1002
|
Coppell Advisory Solutions
Coppell,
Texas
|
$451K
|
+$788K
|
+10,403
|
New
|
|
|
1003
|
Beacon Financial Group
Dallas,
Texas
|
$451K
|
-$268K
|
-3,539
|
-40%
|
|
|
1004
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$450K
|
+$227
|
+3
|
+0.1%
|
|
|
1005
|
Rice Hall James & Associates
San Diego,
California
|
$447K
|
–
|
–
|
–
|
|
|
1006
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$446K
|
+$133K
|
+1,758
|
+49%
|
|
|
1007
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$443K
|
+$401K
|
+5,300
|
New
|
|
|
1008
|
Boston Family Office
Boston,
Massachusetts
|
$437K
|
-$6.96K
|
-92
|
-2%
|
|
|
1009
|
Howe & Rusling
Rochester,
New York
|
$436K
|
+$11.5K
|
+152
|
+3%
|
|
|
1010
|
Board of the Pension Protection Fund
Croydon,
United Kingdom
|
$435K
|
+$394K
|
+5,200
|
New
|
|
|
1011
|
MKT Advisors
Escondido,
California
|
$434K
|
-$1.51K
|
-20
|
-0.4%
|
|
|
1012
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$434K
|
-$15.5K
|
-205
|
-4%
|
|
|
1013
|
Cypress Wealth Services
Palm Desert,
California
|
$432K
|
-$7.8K
|
-103
|
-2%
|
|
|
1014
|
Childress Capital Advisors
Houston,
Texas
|
$431K
|
-$34.7K
|
-459
|
-8%
|
|
|
1015
|
Wellington Shields & Co
New York
|
$430K
|
–
|
–
|
–
|
|
|
1016
|
SignatureFD
Atlanta,
Georgia
|
$428K
|
-$16.3K
|
-215
|
-4%
|
|
|
1017
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$428K
|
-$14.7K
|
-194
|
-4%
|
|
|
1018
|
Parallel Advisors
San Francisco,
California
|
$424K
|
-$74.6K
|
-985
|
-16%
|
|
|
1019
|
71 West Capital Partners
Boston,
Massachusetts
|
$424K
|
+$55.5K
|
+733
|
+17%
|
|
|
1020
|
Ridgewood Investments
Springfield,
New Jersey
|
$424K
|
+$384K
|
+5,068
|
New
|
|
|
1021
|
Diversified Management
Milwaukee,
Wisconsin
|
$422K
|
-$1.92M
|
-25,317
|
-83%
|
|
|
1022
|
Caprock Group
Boise,
Idaho
|
$421K
|
+$86.8K
|
+1,147
|
+30%
|
|
|
1023
|
TD Private Client Wealth
New York
|
$420K
|
-$206K
|
-2,719
|
-35%
|
|
|
1024
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$419K
|
-$44.2K
|
-584
|
-10%
|
|
|
1025
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$418K
|
+$68.4K
|
+903
|
+22%
|
|
