|
501
|
IEQ Capital
Foster City,
California
|
$1.26M
|
+$120K
|
+1,246
|
+11%
|
|
|
502
|
PAX Financial Group
San Antonio,
Texas
|
$1.25M
|
-$71.8K
|
-744
|
-6%
|
|
|
503
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$1.25M
|
+$670K
|
+6,944
|
+129%
|
|
|
504
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.25M
|
+$146K
|
+1,516
|
+14%
|
|
|
505
|
Alamar Capital Management
Santa Barbara,
California
|
$1.23M
|
+$43.4K
|
+450
|
+4%
|
|
|
506
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.22M
|
+$2.51K
|
+26
|
+0.2%
|
|
|
507
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$1.22M
|
+$185K
|
+1,917
|
+19%
|
|
|
508
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.22M
|
+$4.92K
|
+51
|
+0.4%
|
|
|
509
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.21M
|
+$318K
|
+3,300
|
+38%
|
|
|
510
|
Colony Family Offices
Charlotte,
North Carolina
|
$1.21M
|
+$3.57K
|
+37
|
+0.3%
|
|
|
511
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$1.2M
|
+$89.7K
|
+930
|
+9%
|
|
|
512
|
Graypoint LLC
Albany,
New York
|
$1.19M
|
+$76.7K
|
+795
|
+7%
|
|
|
513
|
LGL Partners
Philadelphia,
Pennsylvania
|
$1.19M
|
–
|
–
|
–
|
|
|
514
|
North Star Investment Management
Chicago,
Illinois
|
$1.19M
|
+$30.6K
|
+317
|
+3%
|
|
|
515
|
DFPG Investments
Sandy,
Utah
|
$1.18M
|
-$112K
|
-1,166
|
-9%
|
|
|
516
|
WMS Partners
Towson,
Maryland
|
$1.18M
|
-$97.2K
|
-1,008
|
-8%
|
|
|
517
|
DB Wealth Management Group
San Diego,
California
|
$1.17M
|
+$482
|
+5
|
+0%
|
|
|
518
|
|
$1.17M
|
+$1.12M
|
+11,597
|
New
|
|
|
519
|
Millennium Management
New York
|
$1.17M
|
+$104K
|
+1,074
|
+10%
|
|
|
520
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.16M
|
+$67.5K
|
+700
|
+6%
|
|
|
521
|
360 Financial
Wayzata,
Minnesota
|
$1.15M
|
+$46.5K
|
+482
|
+4%
|
|
|
522
|
Peterson Wealth Management
Sparks,
Nevada
|
$1.15M
|
-$76.9K
|
-797
|
-7%
|
|
|
523
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.14M
|
+$116K
|
+1,201
|
+12%
|
|
|
524
|
MBA Advisors
Hermitage,
Pennsylvania
|
$1.14M
|
+$1.09M
|
+11,257
|
New
|
|
|
525
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$1.14M
|
+$1.08M
|
+11,226
|
New
|
|
