|
301
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$4.75M
|
+$1.59M
|
+20,764
|
+51%
|
|
|
302
|
Integrated Advisors Network
Dallas,
Texas
|
$4.73M
|
+$85.9K
|
+1,119
|
+2%
|
|
|
303
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$4.71M
|
-$144K
|
-1,882
|
-3%
|
|
|
304
|
Aspire Private Capital
Cornelius,
North Carolina
|
$4.7M
|
+$316K
|
+4,117
|
+7%
|
|
|
305
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$4.64M
|
+$300K
|
+3,905
|
+7%
|
|
|
306
|
Corient Private Wealth
Miami,
Florida
|
$4.62M
|
-$10.2M
|
-133,494
|
-69%
|
|
|
307
|
Bessemer Group
Woodbridge,
New Jersey
|
$4.62M
|
+$157K
|
+2,040
|
+4%
|
|
|
308
|
Graetz Wealth
Jenison,
Michigan
|
$4.55M
|
-$1.16M
|
-15,168
|
-20%
|
|
|
309
|
Advisory Services Network
Atlanta,
Georgia
|
$4.51M
|
+$359K
|
+4,672
|
+9%
|
|
|
310
|
Valmark Advisers
Akron,
Ohio
|
$4.44M
|
+$162K
|
+2,106
|
+4%
|
|
|
311
|
Professional Financial Advisors
North Platte,
Nebraska
|
$4.43M
|
+$473K
|
+6,167
|
+12%
|
|
|
312
|
Family Legacy Inc
Greenville,
South Carolina
|
$4.38M
|
-$36.5K
|
-476
|
-0.8%
|
|
|
313
|
CoreCap Advisors
Southfield,
Michigan
|
$4.35M
|
+$328K
|
+4,269
|
+8%
|
|
|
314
|
Perigon Wealth Management
San Francisco,
California
|
$4.32M
|
+$180K
|
+2,348
|
+4%
|
|
|
315
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$4.28M
|
-$3.51M
|
-45,686
|
-45%
|
|
|
316
|
SeedSafe Financial
Austin,
Texas
|
$4.24M
|
–
|
–
|
–
|
|
|
317
|
Barclays
London,
United Kingdom
|
$4.23M
|
–
|
–
|
–
|
|
|
318
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$4.22M
|
+$266K
|
+3,467
|
+7%
|
|
|
319
|
Meridian Financial Partners
Warrenton,
Virginia
|
$4.2M
|
+$145K
|
+1,892
|
+4%
|
|
|
320
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$4.17M
|
+$4.17M
|
+54,344
|
New
|
|
|
321
|
Prostatis Group
Hanover,
Maryland
|
$4.16M
|
-$209K
|
-2,716
|
-5%
|
|
|
322
|
Stonebridge Financial Group
San Rafael,
California
|
$4.11M
|
+$4.11M
|
+53,563
|
New
|
|
|
323
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$4.1M
|
-$44.4K
|
-578
|
-1%
|
|
|
324
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.07M
|
–
|
–
|
–
|
|
|
325
|
Pathstone Holdings
Englewood,
New Jersey
|
$4.05M
|
+$687K
|
+8,943
|
+20%
|
|
