|
701
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$2.74M
|
-$11.3K
|
-110
|
-0.4%
|
|
|
702
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.74M
|
-$10.6K
|
-103
|
-0.4%
|
|
|
703
|
Westside Investment Management
Santa Monica,
California
|
$2.74M
|
-$299K
|
-2,898
|
-11%
|
|
|
704
|
USA Financial Formulas
Ada,
Michigan
|
$2.72M
|
+$790K
|
+7,654
|
+46%
|
|
|
705
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.72M
|
-$332K
|
-3,220
|
-12%
|
|
|
706
|
Verity Asset Management
Durham,
North Carolina
|
$2.72M
|
+$1.28M
|
+12,383
|
+104%
|
|
|
707
|
Iams Wealth Management
Omaha,
Nebraska
|
$2.71M
|
-$375K
|
-3,630
|
-13%
|
|
|
708
|
Hilltop Holdings
Dallas,
Texas
|
$2.71M
|
+$96.5K
|
+935
|
+4%
|
|
|
709
|
Sierra Summit Advisors
Incline Village,
Nevada
|
$2.7M
|
+$109K
|
+1,057
|
+5%
|
|
|
710
|
Columbus Macro
New Castle,
Pennsylvania
|
$2.69M
|
-$112K
|
-1,085
|
-4%
|
|
|
711
|
FORA Capital
Miami,
Florida
|
$2.68M
|
+$2.47M
|
+23,895
|
New
|
|
|
712
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.62M
|
+$158K
|
+1,535
|
+7%
|
|
|
713
|
SignatureFD
Atlanta,
Georgia
|
$2.62M
|
+$132K
|
+1,276
|
+6%
|
|
|
714
|
Optimist Retirement Group
Bellevue,
Washington
|
$2.61M
|
-$287K
|
-2,777
|
-11%
|
|
|
715
|
Atomi Financial Group
New York
|
$2.6M
|
+$1.54M
|
+14,881
|
+179%
|
|
|
716
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2.59M
|
-$405K
|
-3,924
|
-14%
|
|
|
717
|
First Foundation Advisors
Irvine,
California
|
$2.59M
|
-$20.8K
|
-202
|
-0.9%
|
|
|
718
|
American Assets Investment Management
San Diego,
California
|
$2.58M
|
–
|
–
|
–
|
|
|
719
|
Pandora Wealth
Oakbrook Terrace,
Illinois
|
$2.58M
|
+$2.37M
|
+23,000
|
New
|
|
|
720
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$2.58M
|
+$619K
|
+6,000
|
+35%
|
|
|
721
|
|
$2.57M
|
–
|
–
|
–
|
|
|
722
|
Procyon Advisors
Shelton,
Connecticut
|
$2.57M
|
-$1.17M
|
-11,367
|
-33%
|
|
|
723
|
Excalibur Management
Waltham,
Massachusetts
|
$2.57M
|
-$35.2K
|
-341
|
-1%
|
|
|
724
|
Shoker Investment Counsel
Oxford,
Ohio
|
$2.56M
|
+$19.5K
|
+189
|
+0.8%
|
|
|
725
|
Moors & Cabot
Boston,
Massachusetts
|
$2.55M
|
-$28.3K
|
-274
|
-1%
|
|
