|
26
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$351K
|
+$365K
|
+3,829
|
New
|
|
|
27
|
Lido Advisors
Los Angeles,
California
|
$351K
|
–
|
–
|
–
|
|
|
28
|
Savant Capital
Rockford,
Illinois
|
$346K
|
–
|
–
|
–
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$328K
|
-$286K
|
-3,000
|
-46%
|
|
|
30
|
|
$324K
|
-$1.02M
|
-10,720
|
-75%
|
|
|
31
|
Lazari Capital Management
Woodland Hills,
California
|
$322K
|
–
|
–
|
–
|
|
|
32
|
United Advisor Group
Cincinnati,
Ohio
|
$288K
|
+$12.3K
|
+129
|
+4%
|
|
|
33
|
Quantinno Capital Management
New York
|
$287K
|
+$82.9K
|
+869
|
+39%
|
|
|
34
|
HighTower Advisors
Chicago,
Illinois
|
$281K
|
-$486K
|
-5,096
|
-62%
|
|
|
35
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$278K
|
-$1.15K
|
-12
|
-0.4%
|
|
|
36
|
Private Advisor Group
Morristown,
New Jersey
|
$275K
|
–
|
–
|
–
|
|
|
37
|
James J. Burns & Company
Melville,
New York
|
$262K
|
–
|
–
|
–
|
|
|
38
|
Kestra Advisory Services
Austin,
Texas
|
$251K
|
+$8.97K
|
+94
|
+4%
|
|
|
39
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$249K
|
-$4.01K
|
-42
|
-2%
|
|
|
40
|
Lowery Thomas LLC
Pebble Beach,
California
|
$247K
|
+$21.3K
|
+223
|
+9%
|
|
|
41
|
|
$233K
|
–
|
–
|
–
|
|
|
42
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$226K
|
+$235K
|
+2,463
|
New
|
|
|
43
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$226K
|
+$18.9K
|
+198
|
+9%
|
|
|
44
|
Sollinda Capital Management
Miami,
Florida
|
$225K
|
-$40.6K
|
-426
|
-15%
|
|
|
45
|
Summit Financial
Parsippany,
New Jersey
|
$222K
|
+$7.82K
|
+82
|
+4%
|
|
|
46
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$216K
|
+$8.97K
|
+94
|
+4%
|
|
|
47
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$207K
|
–
|
–
|
–
|
|
|
48
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$193K
|
–
|
–
|
–
|
|
|
49
|
Arax Advisory Partners
Denver,
Colorado
|
$192K
|
+$200K
|
+2,091
|
New
|
|
|
50
|
MAI Capital Management
Independence,
Ohio
|
$188K
|
+$94.9K
|
+995
|
+94%
|
|
