|
601
|
TIAA-CREF Individual & Institutional Services
New York
|
$517K
|
+$72.6K
|
+1,763
|
+16%
|
|
|
602
|
Core Wealth Management
Jupiter,
Florida
|
$506K
|
+$69K
|
+1,676
|
+16%
|
|
|
603
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$503K
|
+$142K
|
+3,453
|
+40%
|
|
|
604
|
US Bancorp
Minneapolis,
Minnesota
|
$502K
|
+$72K
|
+1,749
|
+17%
|
|
|
605
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$496K
|
-$15.1K
|
-366
|
-3%
|
|
|
606
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$492K
|
-$504K
|
-12,236
|
-51%
|
|
|
607
|
Lewis Asset Management
Lafayette,
California
|
$487K
|
+$31.6K
|
+769
|
+7%
|
|
|
608
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$482K
|
-$118K
|
-2,861
|
-20%
|
|
|
609
|
Vistica Wealth Advisors
Carlsbad,
California
|
$481K
|
-$48.6K
|
-1,182
|
-9%
|
|
|
610
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$480K
|
+$5.43K
|
+132
|
+1%
|
|
|
611
|
Advyzon Investment Management
Lisle,
Illinois
|
$480K
|
+$224K
|
+5,445
|
+88%
|
|
|
612
|
Goelzer Investment Management
Carmel,
Indiana
|
$478K
|
+$477K
|
+11,591
|
New
|
|
|
613
|
Stratos Investment Management
Beachwood,
Ohio
|
$475K
|
+$1.98K
|
+48
|
+0.4%
|
|
|
614
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$474K
|
-$19.1K
|
-464
|
-4%
|
|
|
615
|
Parallel Advisors
San Francisco,
California
|
$473K
|
+$146K
|
+3,551
|
+45%
|
|
|
616
|
BIP Wealth
Atlanta,
Georgia
|
$468K
|
+$50.1K
|
+1,217
|
+12%
|
|
|
617
|
Soltis Investment Advisors
St. George,
Utah
|
$468K
|
+$5.31K
|
+129
|
+1%
|
|
|
618
|
Bayshore Asset Management
Coral Gables,
Florida
|
$466K
|
+$89.8K
|
+2,182
|
+24%
|
|
|
619
|
Univest Financial
Souderton,
Pennsylvania
|
$463K
|
–
|
–
|
–
|
|
|
620
|
Wall Capital Group
Phoenix,
Arizona
|
$462K
|
+$88.5K
|
+2,151
|
+24%
|
|
|
621
|
Oppenheimer & Co
New York
|
$459K
|
+$21K
|
+511
|
+5%
|
|
|
622
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$446K
|
+$3.91K
|
+95
|
+0.9%
|
|
|
623
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$441K
|
-$3.33M
|
-80,987
|
-88%
|
|
|
624
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$428K
|
+$4.86K
|
+118
|
+1%
|
|
|
625
|
Prosperity Advisers
Fort Washington,
Pennsylvania
|
$426K
|
-$19.5K
|
-473
|
-4%
|
|
