|
1801
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$961K
|
-$604K
|
-592
|
-42%
|
|
|
1802
|
Goldstein Advisors
Madison,
Wisconsin
|
$960K
|
+$305K
|
+299
|
+58%
|
|
|
1803
|
Simon Quick Advisors
Morristown,
New Jersey
|
$959K
|
+$18.4K
|
+18
|
+2%
|
|
|
1804
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$959K
|
+$60.2K
|
+59
|
+8%
|
|
|
1805
|
Cromwell Holdings
Jackson,
Wyoming
|
$957K
|
–
|
–
|
–
|
|
|
1806
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$956K
|
–
|
–
|
–
|
|
|
1807
|
S.A. Mason
Holland,
Michigan
|
$955K
|
+$70.4K
|
+69
|
+9%
|
|
|
1808
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$952K
|
-$1.51M
|
-1,483
|
-65%
|
|
|
1809
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$950K
|
-$306K
|
-300
|
-27%
|
|
|
1810
|
Fort Point Capital Partners
San Francisco,
California
|
$950K
|
+$137K
|
+134
|
+20%
|
|
|
1811
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$948K
|
–
|
–
|
–
|
|
|
1812
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$948K
|
–
|
–
|
–
|
|
|
1813
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$948K
|
-$2.04K
|
-2
|
-0.2%
|
|
|
1814
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$947K
|
+$6.12K
|
+6
|
+0.8%
|
|
|
1815
|
Journey Advisory Group
Covington,
Kentucky
|
$946K
|
+$29.6K
|
+29
|
+4%
|
|
|
1816
|
Ceeto Capital Group
Coral Gables,
Florida
|
$945K
|
–
|
–
|
–
|
|
|
1817
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$942K
|
+$15.3K
|
+15
|
+2%
|
|
|
1818
|
Foster & Motley
Cincinnati,
Ohio
|
$942K
|
+$819K
|
+802
|
New
|
|
|
1819
|
Peterson Wealth Management
Sparks,
Nevada
|
$939K
|
+$220K
|
+216
|
+37%
|
|
|
1820
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$936K
|
+$28.6K
|
+28
|
+4%
|
|
|
1821
|
Revisor Wealth Management
Akron,
Ohio
|
$936K
|
+$43.9K
|
+43
|
+6%
|
|
|
1822
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$934K
|
-$134K
|
-131
|
-14%
|
|
|
1823
|
AdviceOne Advisory Services
Glastonbury,
Connecticut
|
$933K
|
+$5.1K
|
+5
|
+0.6%
|
|
|
1824
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$932K
|
+$1.02K
|
+1
|
+0.1%
|
|
|
1825
|
PGIM Custom Harvest
Newark,
New Jersey
|
$930K
|
+$93.9K
|
+92
|
+13%
|
|
