|
501
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$245K
|
–
|
–
|
–
|
|
|
502
|
US Bancorp
Minneapolis,
Minnesota
|
$245K
|
+$59K
|
+1,947
|
+30%
|
|
|
503
|
Quadcap Wealth Management
Frisco,
Texas
|
$244K
|
+$41.5K
|
+1,369
|
+20%
|
|
|
504
|
Dixon Fnancial Services
Lafayette,
California
|
$239K
|
-$17.8K
|
-587
|
-7%
|
|
|
505
|
Essex Financial Services
Essex,
Connecticut
|
$237K
|
–
|
–
|
–
|
|
|
506
|
Satovsky Asset Management
New York
|
$237K
|
+$1.85K
|
+61
|
+0.8%
|
|
|
507
|
Warwick Investment Management
Bryan,
Texas
|
$236K
|
+$245K
|
+8,070
|
New
|
|
|
508
|
Private Advisory Group
Redmond,
Washington
|
$233K
|
+$242K
|
+7,983
|
New
|
|
|
509
|
HB Wealth Management
Atlanta,
Georgia
|
$231K
|
-$11.9K
|
-394
|
-5%
|
|
|
510
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$231K
|
–
|
–
|
–
|
|
|
511
|
Bank of New York Mellon
New York
|
$228K
|
-$194K
|
-6,390
|
-45%
|
|
|
512
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$224K
|
–
|
–
|
–
|
|
|
513
|
Synovus Financial
Columbus,
Georgia
|
$215K
|
+$223K
|
+7,360
|
New
|
|
|
514
|
Berger Financial Group
Plymouth,
Minnesota
|
$213K
|
+$221K
|
+7,295
|
New
|
|
|
515
|
Orcam Financial Group
Encinitas,
California
|
$212K
|
–
|
–
|
–
|
|
|
516
|
Naples Global Advisors
Naples,
Florida
|
$210K
|
–
|
–
|
–
|
|
|
517
|
Disciplined Investors
Waco,
Texas
|
$209K
|
+$220K
|
+7,250
|
New
|
|
|
518
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$205K
|
+$4.33K
|
+143
|
+2%
|
|
|
519
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$204K
|
+$212K
|
+6,986
|
New
|
|
|
520
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$202K
|
-$141K
|
-4,663
|
-40%
|
|
|
521
|
Vestor Capital
Chicago,
Illinois
|
$198K
|
–
|
–
|
–
|
|
|
522
|
Parkworth Wealth Management
Los Gatos,
California
|
$175K
|
+$181K
|
+5,982
|
New
|
|
|
523
|
Asset Dedication LLC
San Francisco,
California
|
$154K
|
–
|
–
|
–
|
|
|
524
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$147K
|
–
|
–
|
–
|
|
|
525
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$146K
|
–
|
–
|
–
|
|
