|
126
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$818K
|
-$38.8K
|
-978
|
-5%
|
|
|
127
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$785K
|
–
|
–
|
–
|
|
|
128
|
Capital Group Private Client Services
Los Angeles,
California
|
$766K
|
–
|
–
|
–
|
|
|
129
|
TIAA-CREF Individual & Institutional Services
New York
|
$739K
|
+$90.4K
|
+2,280
|
+14%
|
|
|
130
|
Western Wealth Management
Golden,
Colorado
|
$729K
|
-$183K
|
-4,628
|
-21%
|
|
|
131
|
Nuveen
Charlotte,
North Carolina
|
$718K
|
+$700K
|
+17,664
|
New
|
|
|
132
|
BOK Financial
Tulsa,
Oklahoma
|
$714K
|
–
|
–
|
–
|
|
|
133
|
Iowa State Bank
Urbandale,
Iowa
|
$705K
|
–
|
–
|
–
|
|
|
134
|
Simplicity Wealth
Summit,
New Jersey
|
$684K
|
+$115K
|
+2,892
|
+21%
|
|
|
135
|
|
$659K
|
–
|
–
|
–
|
|
|
136
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$649K
|
+$48K
|
+1,212
|
+8%
|
|
|
137
|
WFA of San Diego
San Diego,
California
|
$644K
|
-$80.5K
|
-2,030
|
-12%
|
|
|
138
|
Fidelity Investments
Boston,
Massachusetts
|
$643K
|
+$94.9K
|
+2,393
|
+18%
|
|
|
139
|
Kure Advisory
Plymouth,
Minnesota
|
$641K
|
–
|
–
|
–
|
|
|
140
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$626K
|
–
|
–
|
–
|
|
|
141
|
SMI Advisory Services
Columbus,
Indiana
|
$601K
|
-$753
|
-19
|
-0.1%
|
|
|
142
|
Towneley Capital Management
Laguna Hills,
California
|
$590K
|
+$2.73K
|
+69
|
+0.5%
|
|
|
143
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$585K
|
-$147K
|
-3,712
|
-21%
|
|
|
144
|
Private Trust Company
Cleveland,
Ohio
|
$566K
|
+$3.29K
|
+83
|
+0.6%
|
|
|
145
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$565K
|
+$66.7K
|
+1,683
|
+14%
|
|
|
146
|
VestGen Advisors
Inverness,
Illinois
|
$563K
|
-$99.3K
|
-2,506
|
-15%
|
|
|
147
|
William Blair & Company
Chicago,
Illinois
|
$560K
|
+$5.51K
|
+139
|
+1%
|
|
|
148
|
Bank of New York Mellon
New York
|
$555K
|
+$71.2K
|
+1,796
|
+15%
|
|
|
149
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$552K
|
–
|
–
|
–
|
|
|
150
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$549K
|
-$27.4K
|
-690
|
-5%
|
|
