|
801
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$242K
|
+$1.01K
|
+4
|
+0.4%
|
|
|
802
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$242K
|
+$234K
|
+927
|
New
|
|
|
803
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$242K
|
+$234K
|
+927
|
New
|
|
|
804
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$239K
|
-$15.1K
|
-60
|
-6%
|
|
|
805
|
CMG Global Holdings
Plano,
Texas
|
$238K
|
–
|
–
|
–
|
|
|
806
|
Choate Investment Advisors
Boston,
Massachusetts
|
$237K
|
+$229K
|
+909
|
New
|
|
|
807
|
Community Financial Services Group
Newport,
Vermont
|
$236K
|
+$228K
|
+903
|
New
|
|
|
808
|
Green Ridge Wealth Planning
Montville,
New Jersey
|
$234K
|
+$225K
|
+894
|
New
|
|
|
809
|
Welch Group
Birmingham,
Alabama
|
$232K
|
+$224K
|
+890
|
New
|
|
|
810
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$232K
|
+$224K
|
+889
|
New
|
|
|
811
|
LMCG Investments
Boston,
Massachusetts
|
$231K
|
-$31.5K
|
-125
|
-12%
|
|
|
812
|
Evergreen Capital Management
Bellevue,
Washington
|
$230K
|
+$222K
|
+879
|
New
|
|
|
813
|
True North Advisors
Dallas,
Texas
|
$230K
|
+$222K
|
+879
|
New
|
|
|
814
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$229K
|
+$221K
|
+877
|
New
|
|
|
815
|
New Republic Capital
Charlotte,
North Carolina
|
$228K
|
+$220K
|
+874
|
New
|
|
|
816
|
PDS Planning
Dublin,
Ohio
|
$228K
|
+$220K
|
+874
|
New
|
|
|
817
|
|
$228K
|
+$174K
|
+689
|
+374%
|
|
|
818
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$228K
|
+$220K
|
+873
|
New
|
|
|
819
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$228K
|
-$21.4K
|
-85
|
-9%
|
|
|
820
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$228K
|
+$220K
|
+871
|
New
|
|
|
821
|
Regions Financial Corp
Birmingham,
Alabama
|
$224K
|
+$216K
|
+857
|
New
|
|
|
822
|
EP Wealth Advisors
Torrance,
California
|
$223K
|
+$215K
|
+854
|
New
|
|
|
823
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$221K
|
+$213K
|
+845
|
New
|
|
|
824
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$221K
|
+$231K
|
+915
|
New
|
|
|
825
|
Boston Trust Walden
Boston,
Massachusetts
|
$218K
|
+$211K
|
+835
|
New
|
|
