|
126
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$920K
|
-$19.3K
|
-287
|
-2%
|
|
|
127
|
Modera Wealth Management
Westwood,
New Jersey
|
$919K
|
-$12.9K
|
-192
|
-1%
|
|
|
128
|
Family Office Research
Bethesda,
Maryland
|
$918K
|
+$80.8K
|
+1,203
|
+10%
|
|
|
129
|
James J. Burns & Company
Melville,
New York
|
$902K
|
-$537
|
-8
|
-0.1%
|
|
|
130
|
VERITY Wealth Advisors
Sausalito,
United States
|
$901K
|
+$2.69K
|
+40
|
+0.3%
|
|
|
131
|
BTC Capital Management
Des Moines,
Iowa
|
$900K
|
–
|
–
|
–
|
|
|
132
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$843K
|
–
|
–
|
–
|
|
|
133
|
J.W. Cole Advisors
Tampa,
Florida
|
$833K
|
+$827K
|
+12,312
|
New
|
|
|
134
|
Stifel Financial
St. Louis,
Missouri
|
$831K
|
+$112K
|
+1,667
|
+16%
|
|
|
135
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$817K
|
-$226K
|
-3,360
|
-22%
|
|
|
136
|
Coldstream Capital Management
Bellevue,
Washington
|
$772K
|
–
|
–
|
–
|
|
|
137
|
Delta Capital Management
Red Bank,
New Jersey
|
$771K
|
–
|
–
|
–
|
|
|
138
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$753K
|
–
|
–
|
–
|
|
|
139
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$743K
|
-$41K
|
-610
|
-5%
|
|
|
140
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$733K
|
+$97.8K
|
+1,456
|
+16%
|
|
|
141
|
Citizens Financial Group
Providence,
Rhode Island
|
$726K
|
+$57K
|
+848
|
+9%
|
|
|
142
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$710K
|
+$48.2K
|
+717
|
+7%
|
|
|
143
|
Integrated Advisors Network
Dallas,
Texas
|
$693K
|
+$16.1K
|
+239
|
+2%
|
|
|
144
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$669K
|
+$172K
|
+2,565
|
+35%
|
|
|
145
|
Fidelity Investments
Boston,
Massachusetts
|
$657K
|
+$94.6K
|
+1,408
|
+17%
|
|
|
146
|
CreativeOne Wealth
Overland Park,
Kansas
|
$647K
|
+$10.5K
|
+157
|
+2%
|
|
|
147
|
Glenview Trust
Louisville,
Kentucky
|
$630K
|
–
|
–
|
–
|
|
|
148
|
James Investment Research
Alpha,
Ohio
|
$609K
|
–
|
–
|
–
|
|
|
149
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$609K
|
–
|
–
|
–
|
|
|
150
|
One Capital Management
Westlake Village,
California
|
$607K
|
–
|
–
|
–
|
|
