|
601
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$244K
|
–
|
–
|
–
|
|
|
602
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$238K
|
–
|
–
|
–
|
|
|
603
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$238K
|
–
|
–
|
–
|
|
|
604
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$237K
|
+$226K
|
+3,269
|
New
|
|
|
605
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$237K
|
–
|
–
|
–
|
|
|
606
|
Private Capital Management (Florida)
Naples,
Florida
|
$236K
|
-$2.84K
|
-41
|
-1%
|
|
|
607
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$235K
|
+$225K
|
+3,242
|
New
|
|
|
608
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$235K
|
-$36.7K
|
-530
|
-14%
|
|
|
609
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$233K
|
+$69
|
+1
|
+0%
|
|
|
610
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$233K
|
–
|
–
|
–
|
|
|
611
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$231K
|
–
|
–
|
–
|
|
|
612
|
Beta Wealth Group
San Diego,
California
|
$230K
|
+$2.84K
|
+41
|
+1%
|
|
|
613
|
Sovereign Financial Group
Stamford,
Connecticut
|
$228K
|
-$16.1K
|
-232
|
-7%
|
|
|
614
|
Graypoint LLC
Albany,
New York
|
$228K
|
–
|
–
|
–
|
|
|
615
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$228K
|
+$217K
|
+3,134
|
New
|
|
|
616
|
American Financial Advisors
Marietta,
Georgia
|
$227K
|
+$9.28K
|
+134
|
+4%
|
|
|
617
|
Liberty Capital Management
Birmingham,
Michigan
|
$227K
|
–
|
–
|
–
|
|
|
618
|
Pine Valley Investments
Marlton,
New Jersey
|
$226K
|
+$215K
|
+3,105
|
New
|
|
|
619
|
MBL Wealth
Charlotte,
North Carolina
|
$225K
|
+$215K
|
+3,099
|
New
|
|
|
620
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$224K
|
–
|
–
|
–
|
|
|
621
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$223K
|
-$11.7K
|
-169
|
-6%
|
|
|
622
|
Clear Investment Research
Alpharetta,
Georgia
|
$223K
|
+$1.04K
|
+15
|
+0.5%
|
|
|
623
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$223K
|
+$213K
|
+3,071
|
New
|
|
|
624
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$223K
|
–
|
–
|
–
|
|
|
625
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$221K
|
+$211K
|
+3,047
|
New
|
|
