|
51
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$2.13M
|
+$79.3K
|
+3,384
|
+4%
|
|
|
52
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$2.12M
|
-$230K
|
-9,834
|
-10%
|
|
|
53
|
IFP Advisors
Tampa,
Florida
|
$2.04M
|
+$324K
|
+13,813
|
+14%
|
|
|
54
|
|
$1.94M
|
-$843K
|
-35,982
|
-30%
|
|
|
55
|
Sargent Investment Group
Bethesda,
Maryland
|
$1.93M
|
+$117K
|
+5,000
|
+6%
|
|
|
56
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$1.77M
|
–
|
–
|
–
|
|
|
57
|
LGT Capital Partners
Pfaeffikon,
Switzerland
|
$1.75M
|
–
|
–
|
–
|
|
|
58
|
|
$1.68M
|
-$847K
|
-36,118
|
-33%
|
|
|
59
|
Prelude Capital Management
New York
|
$1.52M
|
-$703K
|
-30,000
|
-32%
|
|
|
60
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.46M
|
+$1.04M
|
+44,532
|
+244%
|
|
|
61
|
Advisory Research
Chicago,
Illinois
|
$1.44M
|
-$80.3K
|
-3,428
|
-5%
|
|
|
62
|
Dearborn Partners
Chicago,
Illinois
|
$1.41M
|
+$362K
|
+15,443
|
+34%
|
|
|
63
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$1.3M
|
–
|
–
|
–
|
|
|
64
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.26M
|
+$23.2K
|
+990
|
+2%
|
|
|
65
|
Bramshill Investments
Naples,
Florida
|
$1.18M
|
+$261K
|
+11,152
|
+28%
|
|
|
66
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.11M
|
-$20.9K
|
-890
|
-2%
|
|
|
67
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.11M
|
-$8.95K
|
-382
|
-0.8%
|
|
|
68
|
IHT Wealth Management
Chicago,
Illinois
|
$1.1M
|
+$65.7K
|
+2,805
|
+6%
|
|
|
69
|
Evoke Wealth
Los Angeles,
California
|
$1.09M
|
–
|
–
|
–
|
|
|
70
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$1.04M
|
-$227K
|
-9,684
|
-18%
|
|
|
71
|
Caxton Associates (New York)
New York
|
$1.01M
|
+$340K
|
+14,498
|
+50%
|
|
|
72
|
Truist Financial
Charlotte,
North Carolina
|
$1M
|
+$116K
|
+4,932
|
+13%
|
|
|
73
|
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
$971K
|
–
|
–
|
–
|
|
|
74
|
Northern Trust
Chicago,
Illinois
|
$950K
|
+$311K
|
+13,248
|
+48%
|
|
|
75
|
Ameriprise
Minneapolis,
Minnesota
|
$940K
|
+$3.61K
|
+154
|
+0.4%
|
|
