|
526
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$2.3M
|
+$191K
|
+2,251
|
+10%
|
|
|
527
|
Cobblestone Capital Advisors
Rochester,
New York
|
$2.27M
|
-$119K
|
-1,400
|
-5%
|
|
|
528
|
Savant Capital
Rockford,
Illinois
|
$2.27M
|
+$204K
|
+2,404
|
+11%
|
|
|
529
|
Great Diamond Partners
Portland,
Maine
|
$2.27M
|
+$2.11M
|
+24,903
|
New
|
|
|
530
|
|
$2.27M
|
+$2.11M
|
+24,899
|
New
|
|
|
531
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$2.26M
|
-$1.11M
|
-13,091
|
-35%
|
|
|
532
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$2.25M
|
-$34K
|
-400
|
-2%
|
|
|
533
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.24M
|
+$143K
|
+1,685
|
+7%
|
|
|
534
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.23M
|
-$3.31K
|
-39
|
-0.2%
|
|
|
535
|
Guggenheim Capital
Chicago,
Illinois
|
$2.19M
|
+$126K
|
+1,487
|
+7%
|
|
|
536
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$2.19M
|
+$2.04M
|
+24,004
|
New
|
|
|
537
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.18M
|
+$61.2K
|
+721
|
+3%
|
|
|
538
|
Carnegie Lake Advisors
Princeton,
New Jersey
|
$2.16M
|
-$363K
|
-4,269
|
-15%
|
|
|
539
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.15M
|
+$261K
|
+3,076
|
+15%
|
|
|
540
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$2.14M
|
+$43.2K
|
+509
|
+2%
|
|
|
541
|
Live Oak Investment Partners
Austin,
Texas
|
$2.14M
|
-$43.4K
|
-511
|
-2%
|
|
|
542
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$2.14M
|
-$58.3K
|
-686
|
-3%
|
|
|
543
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.13M
|
+$202K
|
+2,378
|
+11%
|
|
|
544
|
Allen Wealth Management
Boone,
North Carolina
|
$2.13M
|
-$32K
|
-377
|
-2%
|
|
|
545
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$2.13M
|
+$408K
|
+4,806
|
+26%
|
|
|
546
|
Hutchinson Financial Advisors
Glen Allen,
Virginia
|
$2.13M
|
+$1.98M
|
+23,336
|
New
|
|
|
547
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$2.13M
|
–
|
–
|
–
|
|
|
548
|
Carret Asset Management
New York
|
$2.12M
|
-$89.2K
|
-1,051
|
-4%
|
|
|
549
|
Dynamic Technology Lab
Singapore
|
$2.09M
|
+$1.94M
|
+22,891
|
New
|
|
|
550
|
Searle & Co
Greenwich,
Connecticut
|
$2.08M
|
–
|
–
|
–
|
|
