|
226
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$3.7M
|
-$126K
|
-2,780
|
-3%
|
|
|
227
|
55 North Private Wealth
Winter Park,
Florida
|
$3.67M
|
+$3.57M
|
+78,668
|
New
|
|
|
228
|
Kilner Capital Advisors
Gaithersburg,
Maryland
|
$3.67M
|
+$3.57M
|
+78,665
|
New
|
|
|
229
|
Virtue Asset Management
Barrington,
Illinois
|
$3.59M
|
–
|
–
|
–
|
|
|
230
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$3.53M
|
+$43.7K
|
+963
|
+1%
|
|
|
231
|
Washington Trust
Westerly,
Rhode Island
|
$3.5M
|
–
|
–
|
–
|
|
|
232
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.47M
|
+$5.35K
|
+118
|
+0.2%
|
|
|
233
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$3.46M
|
-$94.9K
|
-2,092
|
-3%
|
|
|
234
|
Aspen Capital Management
Boise,
Idaho
|
$3.43M
|
-$64.9K
|
-1,431
|
-2%
|
|
|
235
|
Regions Financial Corp
Birmingham,
Alabama
|
$3.36M
|
-$5.04K
|
-111
|
-0.2%
|
|
|
236
|
Platform Wealth Management
Holladay,
Utah
|
$3.32M
|
+$3.23M
|
+71,276
|
New
|
|
|
237
|
Wealth Advisors Northwest
Portland,
Oregon
|
$3.32M
|
-$35.3K
|
-778
|
-1%
|
|
|
238
|
Zhang Financial
Portage,
Michigan
|
$3.26M
|
+$28.9K
|
+637
|
+0.9%
|
|
|
239
|
Prospera Financial Services
Dallas,
Texas
|
$3.23M
|
+$8.26K
|
+182
|
+0.3%
|
|
|
240
|
BWM Planning
The Woodlands,
Texas
|
$3.15M
|
–
|
–
|
–
|
|
|
241
|
Generations Wealth LLC
Mason,
Ohio
|
$3.09M
|
+$3.01M
|
+66,267
|
New
|
|
|
242
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.06M
|
-$60.7K
|
-1,339
|
-2%
|
|
|
243
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$3.04M
|
+$2.96M
|
+65,323
|
New
|
|
|
244
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$3M
|
+$5.81K
|
+128
|
+0.2%
|
|
|
245
|
Cresset Asset Management
Chicago,
Illinois
|
$2.98M
|
+$52K
|
+1,146
|
+2%
|
|
|
246
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$2.93M
|
+$1.45K
|
+32
|
+0.1%
|
|
|
247
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$2.92M
|
-$13.2K
|
-291
|
-0.5%
|
|
|
248
|
Cypress Wealth Services
Palm Desert,
California
|
$2.9M
|
+$438K
|
+9,664
|
+18%
|
|
|
249
|
Bank of New York Mellon
New York
|
$2.81M
|
-$197K
|
-4,337
|
-7%
|
|
|
250
|
Westmount Partners
Los Angeles,
California
|
$2.81M
|
–
|
–
|
–
|
|
