|
1851
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$4.04M
|
-$363K
|
-1,131
|
-9%
|
|
|
1852
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$4.04M
|
-$21.5K
|
-67
|
-0.6%
|
|
|
1853
|
Alcosta Capital Management
San Ramon,
California
|
$4.03M
|
-$215K
|
-671
|
-5%
|
|
|
1854
|
Channel Wealth
Santa Barbara,
California
|
$4.03M
|
+$257K
|
+801
|
+7%
|
|
|
1855
|
Clear Trail Advisors
Houston,
Texas
|
$4.03M
|
-$848K
|
-2,640
|
-18%
|
|
|
1856
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$4.03M
|
+$80.6K
|
+251
|
+2%
|
|
|
1857
|
EdenTree Asset Management
London,
United Kingdom
|
$4.02M
|
+$96.3K
|
+300
|
+3%
|
|
|
1858
|
Centaurus Financial
Anaheim,
California
|
$4.02M
|
+$92.8K
|
+289
|
+3%
|
|
|
1859
|
CFC Planning Company
Cicero,
Indiana
|
$4.01M
|
+$570K
|
+1,777
|
+18%
|
|
|
1860
|
Goodman Advisory Group
Needham,
Massachusetts
|
$4.01M
|
+$1.55M
|
+4,827
|
+70%
|
|
|
1861
|
Beck Mack & Oliver
New York
|
$4.01M
|
-$1.28M
|
-4,000
|
-25%
|
|
|
1862
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$4.01M
|
+$3.65M
|
+11,369
|
+3,632%
|
|
|
1863
|
Allen Operations
New York
|
$4M
|
–
|
–
|
–
|
|
|
1864
|
Duncker Streett & Co
St. Louis,
Missouri
|
$4M
|
-$170K
|
-530
|
-4%
|
|
|
1865
|
Sciencast Management
Princeton,
New Jersey
|
$3.99M
|
+$3.74M
|
+11,637
|
New
|
|
|
1866
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$3.99M
|
–
|
–
|
–
|
|
|
1867
|
NWAM LLC
Mercer Island,
Washington
|
$3.99M
|
+$978K
|
+3,045
|
+35%
|
|
|
1868
|
Concord Wealth Partners
Abingdon,
Virginia
|
$3.99M
|
-$135K
|
-422
|
-4%
|
|
|
1869
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$3.98M
|
–
|
–
|
–
|
|
|
1870
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$3.96M
|
-$41.1K
|
-128
|
-1%
|
|
|
1871
|
Sarasin & Partners
London,
United Kingdom
|
$3.96M
|
+$150K
|
+468
|
+4%
|
|
|
1872
|
Koa Wealth Management
Encinitas,
California
|
$3.96M
|
+$178K
|
+554
|
+5%
|
|
|
1873
|
Snider Financial Group
Bellevue,
Washington
|
$3.95M
|
+$179K
|
+558
|
+5%
|
|
|
1874
|
Dutch Asset Corp
Selkirk,
New York
|
$3.94M
|
+$449K
|
+1,400
|
+14%
|
|
|
1875
|
Mattern Wealth Management
Lawrence,
Kansas
|
$3.94M
|
+$481K
|
+1,497
|
+15%
|
|
