|
351
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$486K
|
–
|
–
|
–
|
|
|
352
|
TCF National Bank
Sioux Falls,
South Dakota
|
$483K
|
-$21K
|
-100
|
-4%
|
|
|
353
|
J.W. Burns & Co
Dewitt,
New York
|
$471K
|
–
|
–
|
–
|
|
|
354
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$460K
|
+$9.45K
|
+45
|
+2%
|
|
|
355
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$447K
|
–
|
–
|
–
|
|
|
356
|
Glenview Trust
Louisville,
Kentucky
|
$443K
|
–
|
–
|
–
|
|
|
357
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$442K
|
+$6.51K
|
+31
|
+2%
|
|
|
358
|
Cerity Partners OCIO
New York
|
$441K
|
–
|
–
|
–
|
|
|
359
|
VERITY Wealth Advisors
Sausalito,
United States
|
$440K
|
–
|
–
|
–
|
|
|
360
|
Willis Johnson & Associates
Houston,
Texas
|
$435K
|
+$408K
|
+1,944
|
New
|
|
|
361
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$435K
|
+$409K
|
+1,947
|
New
|
|
|
362
|
Paracle Advisors
Mercer Island,
Washington
|
$426K
|
+$210
|
+1
|
+0.1%
|
|
|
363
|
Waypoint Wealth Partners
Mill Valley,
California
|
$424K
|
+$398K
|
+1,895
|
New
|
|
|
364
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$421K
|
–
|
–
|
–
|
|
|
365
|
Private Ocean
San Rafael,
California
|
$415K
|
+$210
|
+1
|
+0.1%
|
|
|
366
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$414K
|
-$13.4K
|
-64
|
-3%
|
|
|
367
|
Pathstone Family Office
Englewood,
New Jersey
|
$413K
|
+$388K
|
+1,846
|
New
|
|
|
368
|
AdvicePeriod
Los Angeles,
California
|
$410K
|
+$29.6K
|
+141
|
+8%
|
|
|
369
|
Charles Schwab
San Francisco,
California
|
$406K
|
+$381K
|
+1,816
|
New
|
|
|
370
|
QCM Cayman
Houston,
Texas
|
$404K
|
+$148K
|
+706
|
+64%
|
|
|
371
|
Linscomb Wealth
Houston,
Texas
|
$402K
|
-$53.1K
|
-253
|
-12%
|
|
|
372
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$402K
|
-$3.78K
|
-18
|
-1%
|
|
|
373
|
James Investment Research
Alpha,
Ohio
|
$401K
|
–
|
–
|
–
|
|
|
374
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$401K
|
–
|
–
|
–
|
|
|
375
|
HM Payson & Co
Portland,
Maine
|
$400K
|
–
|
–
|
–
|
|
