|
851
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$581K
|
+$291K
|
+2,192
|
+113%
|
|
|
852
|
The Family Firm
Bethesda,
Maryland
|
$579K
|
-$38.5K
|
-290
|
-7%
|
|
|
853
|
FLC Capital Advisors
Palm Desert,
California
|
$579K
|
–
|
–
|
–
|
|
|
854
|
Perigon Wealth Management
San Francisco,
California
|
$579K
|
+$83K
|
+625
|
+18%
|
|
|
855
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$577K
|
+$22.3K
|
+168
|
+4%
|
|
|
856
|
Caldwell Trust
Venice,
Florida
|
$576K
|
+$6.37K
|
+48
|
+1%
|
|
|
857
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$573K
|
-$69.7K
|
-525
|
-11%
|
|
|
858
|
Secure Asset Management
Troy,
Michigan
|
$571K
|
+$42.1K
|
+317
|
+8%
|
|
|
859
|
Arete Wealth Advisors
Chicago,
Illinois
|
$570K
|
+$1.46K
|
+11
|
+0.3%
|
|
|
860
|
Strategic Blueprint
Atlanta,
Georgia
|
$566K
|
-$68.4K
|
-515
|
-11%
|
|
|
861
|
|
$566K
|
–
|
–
|
–
|
|
|
862
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$559K
|
+$288K
|
+2,169
|
+124%
|
|
|
863
|
Allen Investment Management
New York
|
$556K
|
–
|
–
|
–
|
|
|
864
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
$553K
|
+$521K
|
+3,922
|
New
|
|
|
865
|
Verition Fund Management
Greenwich,
Connecticut
|
$550K
|
+$518K
|
+3,901
|
New
|
|
|
866
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$549K
|
-$4.38K
|
-33
|
-0.8%
|
|
|
867
|
Lynch & Associates
Newburgh,
Indiana
|
$548K
|
–
|
–
|
–
|
|
|
868
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$548K
|
-$15.3K
|
-115
|
-3%
|
|
|
869
|
Global Financial Private Client
Sarasota,
Florida
|
$547K
|
+$21.9K
|
+165
|
+4%
|
|
|
870
|
Montag & Associates
Atlanta,
Georgia
|
$547K
|
-$17.8K
|
-134
|
-3%
|
|
|
871
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$546K
|
–
|
–
|
–
|
|
|
872
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$545K
|
–
|
–
|
–
|
|
|
873
|
Fiduciary Group
Savannah,
Georgia
|
$543K
|
-$3.32K
|
-25
|
-0.6%
|
|
|
874
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$540K
|
+$511K
|
+3,846
|
New
|
|
|
875
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$536K
|
-$13.3K
|
-100
|
-3%
|
|
