|
251
|
Bank of New York Mellon
New York
|
$635K
|
-$26.4K
|
-530
|
-4%
|
|
|
252
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$635K
|
+$635K
|
+12,736
|
New
|
|
|
253
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$629K
|
+$18.9K
|
+379
|
+3%
|
|
|
254
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$627K
|
–
|
–
|
–
|
|
|
255
|
Life Line Wealth Management
Beverly Hills,
California
|
$625K
|
+$9.13K
|
+183
|
+1%
|
|
|
256
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$622K
|
–
|
–
|
–
|
|
|
257
|
World Equity Group
Schaumburg,
Illinois
|
$611K
|
+$611K
|
+12,260
|
New
|
|
|
258
|
SAM Advisors
Oakhurst,
California
|
$598K
|
+$77.9K
|
+1,561
|
+15%
|
|
|
259
|
Allworth Financial
Folsom,
California
|
$590K
|
+$20.9K
|
+419
|
+4%
|
|
|
260
|
Family CFO
Los Altos,
California
|
$580K
|
-$238K
|
-4,781
|
-29%
|
|
|
261
|
WBH Advisory
Baltimore,
Maryland
|
$578K
|
–
|
–
|
–
|
|
|
262
|
Pinnacle Associates
New York
|
$561K
|
+$561K
|
+11,252
|
New
|
|
|
263
|
Gradient Capital Advisors
San Diego,
California
|
$542K
|
-$66.9K
|
-1,341
|
-11%
|
|
|
264
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$542K
|
-$27K
|
-542
|
-5%
|
|
|
265
|
Nikulski Financial
Bettendorf,
Iowa
|
$538K
|
+$312K
|
+6,250
|
+137%
|
|
|
266
|
National Wealth Management Group
Cincinnati,
Ohio
|
$530K
|
+$530K
|
+10,630
|
New
|
|
|
267
|
Hager Investment Management Services
New London,
New Hampshire
|
$521K
|
–
|
–
|
–
|
|
|
268
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$508K
|
–
|
–
|
–
|
|
|
269
|
UBS Group
Zurich,
Switzerland
|
$508K
|
+$508K
|
+10,190
|
New
|
|
|
270
|
Old Peak Finance
Chapel Hill,
North Carolina
|
$501K
|
+$502K
|
+10,056
|
New
|
|
|
271
|
Midwest Trust
Overland Park,
Kansas
|
$501K
|
–
|
–
|
–
|
|
|
272
|
New Hampshire Trust
Concord,
New Hampshire
|
$501K
|
–
|
–
|
–
|
|
|
273
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$498K
|
+$499K
|
+10,000
|
New
|
|
|
274
|
Finivi Inc
Westborough,
Massachusetts
|
$495K
|
+$495K
|
+9,933
|
New
|
|
|
275
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$492K
|
-$527K
|
-10,563
|
-52%
|
|
