|
401
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$2.24M
|
+$2.34M
|
+23,785
|
New
|
|
|
402
|
SC&H Financial Advisors
Sparks,
Maryland
|
$2.21M
|
+$83.9K
|
+854
|
+4%
|
|
|
403
|
Sigma Investment Counselors
Northville,
Michigan
|
$2.2M
|
+$82.1K
|
+835
|
+4%
|
|
|
404
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$2.2M
|
-$23.4K
|
-238
|
-1%
|
|
|
405
|
Aspiriant LLC
Los Angeles,
California
|
$2.17M
|
-$80.5K
|
-819
|
-3%
|
|
|
406
|
Stephens Inc
Little Rock,
Arkansas
|
$2.16M
|
–
|
–
|
–
|
|
|
407
|
|
$2.15M
|
-$15.1K
|
-154
|
-0.7%
|
|
|
408
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$2.11M
|
-$43.7K
|
-445
|
-2%
|
|
|
409
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$2.11M
|
-$248K
|
-2,524
|
-10%
|
|
|
410
|
Kelly Financial Services
Braintree,
Massachusetts
|
$2.1M
|
-$80.2K
|
-816
|
-4%
|
|
|
411
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$2.1M
|
-$58.5K
|
-595
|
-3%
|
|
|
412
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$2.1M
|
-$58.5K
|
-595
|
-3%
|
|
|
413
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$2.09M
|
+$791K
|
+8,046
|
+57%
|
|
|
414
|
Snider Financial Group
Bellevue,
Washington
|
$2.08M
|
-$87.7K
|
-892
|
-4%
|
|
|
415
|
Hemington Wealth Management
Falls Church,
Virginia
|
$2.07M
|
–
|
–
|
–
|
|
|
416
|
AGF Management
Toronto,
Ontario, Canada
|
$2.07M
|
–
|
–
|
–
|
|
|
417
|
Realta Investment Advisors
Wilmington,
Delaware
|
$2.07M
|
+$9.83K
|
+100
|
+0.5%
|
|
|
418
|
Sinecera Capital
Austin,
Texas
|
$2.07M
|
–
|
–
|
–
|
|
|
419
|
Tarbox Family Office
Newport Beach,
California
|
$2.04M
|
-$589K
|
-5,996
|
-22%
|
|
|
420
|
Northwest Bancshares
Warren,
Pennsylvania
|
$2.03M
|
–
|
–
|
–
|
|
|
421
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.03M
|
-$274K
|
-2,786
|
-11%
|
|
|
422
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$2.03M
|
-$30.2K
|
-307
|
-1%
|
|
|
423
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$2.01M
|
-$157K
|
-1,600
|
-7%
|
|
|
424
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$1.99M
|
-$126K
|
-1,279
|
-6%
|
|
|
425
|
Savant Capital
Rockford,
Illinois
|
$1.95M
|
-$161K
|
-1,641
|
-7%
|
|
