|
601
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$296K
|
-$4.82K
|
-22
|
-2%
|
|
|
602
|
Williams Jones Wealth Management
New York
|
$295K
|
-$15.5K
|
-71
|
-5%
|
|
|
603
|
Valeo Financial Advisors
Carmel,
Indiana
|
$295K
|
+$8.76K
|
+40
|
+3%
|
|
|
604
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$290K
|
-$192K
|
-875
|
-40%
|
|
|
605
|
|
$289K
|
–
|
–
|
–
|
|
|
606
|
Snowden Capital Advisors
New York
|
$289K
|
+$76.4K
|
+349
|
+35%
|
|
|
607
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$287K
|
+$289K
|
+1,322
|
New
|
|
|
608
|
Aureus Asset Management
Boston,
Massachusetts
|
$282K
|
–
|
–
|
–
|
|
|
609
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$282K
|
+$284K
|
+1,298
|
New
|
|
|
610
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$281K
|
-$17.3K
|
-79
|
-6%
|
|
|
611
|
Vista Capital Partners
Portland,
Oregon
|
$281K
|
+$283K
|
+1,293
|
New
|
|
|
612
|
TrueWealth Advisors
Birmingham,
Alabama
|
$280K
|
–
|
–
|
–
|
|
|
613
|
Portside Wealth Group
Provo,
Utah
|
$279K
|
-$84.5K
|
-386
|
-23%
|
|
|
614
|
Optimize Financial
Laguna Hills,
California
|
$279K
|
+$3.5K
|
+16
|
+1%
|
|
|
615
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$279K
|
+$281K
|
+1,285
|
New
|
|
|
616
|
Modera Wealth Management
Westwood,
New Jersey
|
$277K
|
+$13.6K
|
+62
|
+5%
|
|
|
617
|
BIP Wealth
Atlanta,
Georgia
|
$276K
|
+$278K
|
+1,270
|
New
|
|
|
618
|
Summit Financial
Parsippany,
New Jersey
|
$274K
|
-$7.66K
|
-35
|
-3%
|
|
|
619
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$273K
|
–
|
–
|
–
|
|
|
620
|
Joel Isaacson & Co
New York
|
$273K
|
+$275K
|
+1,257
|
New
|
|
|
621
|
Savant Capital
Rockford,
Illinois
|
$261K
|
-$35K
|
-160
|
-12%
|
|
|
622
|
Armistice Capital
New York
|
$261K
|
+$263K
|
+1,202
|
New
|
|
|
623
|
Axxcess Wealth Management
Carlsbad,
California
|
$261K
|
-$34.4K
|
-157
|
-12%
|
|
|
624
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$261K
|
-$54.7K
|
-250
|
-17%
|
|
|
625
|
Oak Barrel Wealth Advisory
Reston,
Virginia
|
$258K
|
+$261K
|
+1,191
|
New
|
|
