|
1801
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.59M
|
-$45.1M
|
-85,574
|
-96%
|
|
|
1802
|
Aft Forsyth & Sober
Valrico,
Florida
|
$1.59M
|
–
|
–
|
–
|
|
|
1803
|
Shaker Investments
Cleveland,
Ohio
|
$1.58M
|
-$95.9K
|
-182
|
-5%
|
|
|
1804
|
WBH Advisory
Baltimore,
Maryland
|
$1.58M
|
–
|
–
|
–
|
|
|
1805
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.57M
|
–
|
–
|
–
|
|
|
1806
|
Cross Staff Investments
Pittsford,
New York
|
$1.57M
|
+$48.5K
|
+92
|
+3%
|
|
|
1807
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$1.57M
|
-$61.1K
|
-116
|
-4%
|
|
|
1808
|
Evernest Financial Advisors
Carmel,
Indiana
|
$1.56M
|
-$34.8K
|
-66
|
-2%
|
|
|
1809
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$1.56M
|
-$59.5K
|
-113
|
-3%
|
|
|
1810
|
Winch Advisory Services
Appleton,
Wisconsin
|
$1.56M
|
-$16.3K
|
-31
|
-1%
|
|
|
1811
|
WrapManager Inc
Mill Valley,
California
|
$1.56M
|
-$42.1K
|
-80
|
-3%
|
|
|
1812
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.56M
|
-$220K
|
-418
|
-12%
|
|
|
1813
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.55M
|
-$20K
|
-38
|
-1%
|
|
|
1814
|
MJP Associates
Farmington,
Connecticut
|
$1.55M
|
+$280K
|
+531
|
+21%
|
|
|
1815
|
Aspiriant LLC
Los Angeles,
California
|
$1.55M
|
-$190K
|
-360
|
-10%
|
|
|
1816
|
|
$1.55M
|
+$79K
|
+150
|
+5%
|
|
|
1817
|
Ratan Capital Management
Miami Beach,
Florida
|
$1.55M
|
–
|
–
|
–
|
|
|
1818
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$1.54M
|
-$287K
|
-545
|
-15%
|
|
|
1819
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
$1.53M
|
+$4.74K
|
+9
|
+0.3%
|
|
|
1820
|
Third View Private Wealth
Westport,
Connecticut
|
$1.53M
|
+$56.9K
|
+108
|
+4%
|
|
|
1821
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$1.53M
|
+$10.5K
|
+20
|
+0.7%
|
|
|
1822
|
Algert Global
San Francisco,
California
|
$1.52M
|
-$865K
|
-1,642
|
-35%
|
|
|
1823
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$1.52M
|
+$1.52M
|
+2,891
|
+1,818%
|
|
|
1824
|
Intelligence Driven Advisers
Carlsbad,
California
|
$1.52M
|
-$931K
|
-1,767
|
-37%
|
|
|
1825
|
HMS Capital Management
Nashville,
Tennessee
|
$1.52M
|
-$113K
|
-214
|
-7%
|
|
