|
326
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$597K
|
-$292K
|
-5,348
|
-33%
|
|
|
327
|
PDS Planning
Dublin,
Ohio
|
$592K
|
+$3.22K
|
+59
|
+0.6%
|
|
|
328
|
Synovus Financial
Columbus,
Georgia
|
$590K
|
-$94.1K
|
-1,723
|
-14%
|
|
|
329
|
AMI Investment Management
Kendallville,
Indiana
|
$588K
|
+$582K
|
+10,655
|
New
|
|
|
330
|
Adero Partners
Pleasanton,
California
|
$585K
|
–
|
–
|
–
|
|
|
331
|
MBL Wealth
Charlotte,
North Carolina
|
$579K
|
+$573K
|
+10,500
|
New
|
|
|
332
|
NewEdge Advisors
New Orleans,
Louisiana
|
$578K
|
+$571K
|
+10,467
|
New
|
|
|
333
|
Financial Advisors
Andover,
Massachusetts
|
$570K
|
–
|
–
|
–
|
|
|
334
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$569K
|
+$108K
|
+1,984
|
+24%
|
|
|
335
|
Blume Capital Management
Berkeley,
California
|
$566K
|
–
|
–
|
–
|
|
|
336
|
Everhart Financial Group
Dublin,
Ohio
|
$560K
|
+$554K
|
+10,148
|
New
|
|
|
337
|
Ballentine Partners
Waltham,
Massachusetts
|
$558K
|
-$436K
|
-7,979
|
-44%
|
|
|
338
|
Columbus Macro
New Castle,
Pennsylvania
|
$558K
|
+$161K
|
+2,952
|
+41%
|
|
|
339
|
HeadInvest LLC
Portland,
Maine
|
$552K
|
+$546K
|
+10,000
|
New
|
|
|
340
|
Prudential Financial
Newark,
New Jersey
|
$552K
|
+$546K
|
+10,003
|
New
|
|
|
341
|
Financial Network Wealth Management
Draper,
Utah
|
$549K
|
+$543K
|
+9,950
|
New
|
|
|
342
|
Disciplined Investments
Tulsa,
Oklahoma
|
$540K
|
+$227K
|
+4,162
|
+74%
|
|
|
343
|
Valmark Advisers
Akron,
Ohio
|
$536K
|
–
|
–
|
–
|
|
|
344
|
Altavista Wealth Management
Asheville,
North Carolina
|
$535K
|
+$54.6K
|
+1,000
|
+11%
|
|
|
345
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$530K
|
–
|
–
|
–
|
|
|
346
|
SWMG LLC
Fort Worth,
Texas
|
$530K
|
+$523K
|
+9,572
|
New
|
|
|
347
|
Clean Yield Group
Norwich,
Vermont
|
$530K
|
+$524K
|
+9,598
|
New
|
|
|
348
|
Rockbridge Investment Management
Syracuse,
New York
|
$529K
|
–
|
–
|
–
|
|
|
349
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$525K
|
+$237K
|
+4,344
|
+84%
|
|
|
350
|
James Investment Research
Alpha,
Ohio
|
$522K
|
+$65.5K
|
+1,200
|
+15%
|
|
