|
626
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$2.64M
|
–
|
–
|
–
|
|
|
627
|
|
$2.53M
|
+$321K
|
+4,090
|
+14%
|
|
|
628
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$2.53M
|
+$15.7K
|
+200
|
+0.6%
|
|
|
629
|
Peak Planning Group
Centennial,
Colorado
|
$2.5M
|
–
|
–
|
–
|
|
|
630
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$2.5M
|
+$8.63K
|
+110
|
+0.3%
|
|
|
631
|
Holderness Investments Company
Greensboro,
North Carolina
|
$2.49M
|
+$19.6K
|
+250
|
+0.8%
|
|
|
632
|
Boomfish Wealth Group
Alpharetta,
Georgia
|
$2.48M
|
+$136K
|
+1,730
|
+6%
|
|
|
633
|
Western Financial Corp
San Diego,
California
|
$2.47M
|
+$453K
|
+5,770
|
+22%
|
|
|
634
|
Silvercrest Asset Management
New York
|
$2.47M
|
-$23.5K
|
-300
|
-0.9%
|
|
|
635
|
Signet Financial Management
Parsippany,
New Jersey
|
$2.47M
|
+$199K
|
+2,530
|
+9%
|
|
|
636
|
Pinnacle Wealth Management
Roseville,
California
|
$2.46M
|
-$59.6K
|
-760
|
-2%
|
|
|
637
|
Meeder Advisory Services
Dublin,
Ohio
|
$2.44M
|
-$68.3K
|
-870
|
-3%
|
|
|
638
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.44M
|
+$662K
|
+8,440
|
+37%
|
|
|
639
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.44M
|
-$173K
|
-2,200
|
-7%
|
|
|
640
|
Steward Partners Investment Advisory
New York
|
$2.44M
|
-$20.6M
|
-263,180
|
-89%
|
|
|
641
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$2.42M
|
-$20.4K
|
-260
|
-0.8%
|
|
|
642
|
O'Donnell Financial Services
San Rafael,
California
|
$2.41M
|
–
|
–
|
–
|
|
|
643
|
Aviance Capital Partners
Naples,
Florida
|
$2.41M
|
+$3.14K
|
+40
|
+0.1%
|
|
|
644
|
Foster & Motley
Cincinnati,
Ohio
|
$2.36M
|
+$538K
|
+6,860
|
+29%
|
|
|
645
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.34M
|
+$1.22M
|
+15,580
|
+51%
|
|
|
646
|
Optimist Retirement Group
Bellevue,
Washington
|
$2.34M
|
+$36.9K
|
+470
|
+2%
|
|
|
647
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$2.34M
|
+$56.5K
|
+720
|
+2%
|
|
|
648
|
|
$2.33M
|
-$1.17M
|
-14,880
|
-33%
|
|
|
649
|
Avitas Wealth Management
Los Angeles,
California
|
$2.32M
|
-$23.5K
|
-300
|
-1%
|
|
|
650
|
Family Management
New York
|
$2.32M
|
+$2.35M
|
+29,920
|
New
|
|
