|
201
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$8.5M
|
+$423K
|
+8,349
|
+5%
|
|
|
202
|
Ocean Park Asset Management
Santa Monica,
California
|
$8.4M
|
+$1.05M
|
+20,700
|
+14%
|
|
|
203
|
Riversedge Advisors
Wilmington,
Delaware
|
$8.4M
|
-$585K
|
-11,533
|
-6%
|
|
|
204
|
ABLE Financial Group
Scottsdale,
Arizona
|
$8.31M
|
+$855K
|
+16,874
|
+11%
|
|
|
205
|
CGN Advisors
Manhattan,
Kansas
|
$8.24M
|
+$4.24M
|
+83,615
|
+106%
|
|
|
206
|
25 LLC
St. Louis,
Missouri
|
$8.22M
|
+$611K
|
+12,055
|
+8%
|
|
|
207
|
Seneca Financial Advisors
Rochester,
New York
|
$7.95M
|
+$3.14M
|
+61,956
|
+65%
|
|
|
208
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$7.92M
|
-$280K
|
-5,527
|
-3%
|
|
|
209
|
XML Financial
Bethesda,
Maryland
|
$7.9M
|
+$171K
|
+3,382
|
+2%
|
|
|
210
|
One Advisory Partners
Overland Park,
Kansas
|
$7.87M
|
+$97.5K
|
+1,924
|
+1%
|
|
|
211
|
Private Ocean
San Rafael,
California
|
$7.63M
|
-$1.22M
|
-24,031
|
-14%
|
|
|
212
|
AMI Investment Management
Kendallville,
Indiana
|
$7.61M
|
+$297K
|
+5,852
|
+4%
|
|
|
213
|
Capstone Capital
Henderson,
Nevada
|
$7.43M
|
+$669K
|
+13,208
|
+10%
|
|
|
214
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$7.33M
|
-$89.4K
|
-1,763
|
-1%
|
|
|
215
|
Cascade Financial Partners
San Diego,
California
|
$7.31M
|
+$7.4M
|
+145,922
|
New
|
|
|
216
|
Arden Trust
Wilmington,
Delaware
|
$7.29M
|
+$371K
|
+7,324
|
+5%
|
|
|
217
|
Strategic Blueprint
Atlanta,
Georgia
|
$7.28M
|
+$2.79M
|
+55,120
|
+62%
|
|
|
218
|
Old National Bancorp
Evansville,
Indiana
|
$7.25M
|
+$2.5M
|
+49,374
|
+53%
|
|
|
219
|
Valmark Advisers
Akron,
Ohio
|
$7.24M
|
+$191K
|
+3,762
|
+3%
|
|
|
220
|
UMB Bank
Kansas City,
Missouri
|
$6.94M
|
-$4.99M
|
-98,396
|
-42%
|
|
|
221
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$6.94M
|
-$1.18M
|
-23,317
|
-15%
|
|
|
222
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.93M
|
-$32.9M
|
-649,044
|
-83%
|
|
|
223
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$6.69M
|
+$133K
|
+2,616
|
+2%
|
|
|
224
|
Glassman Wealth Services
Vienna,
Virginia
|
$6.69M
|
-$480K
|
-9,475
|
-7%
|
|
|
225
|
Natixis Advisors
Boston,
Massachusetts
|
$6.67M
|
+$626K
|
+12,348
|
+10%
|
|
