|
801
|
C2C Wealth Management
Scottsdale,
Arizona
|
$260K
|
–
|
–
|
–
|
|
|
802
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$258K
|
+$249K
|
+7,752
|
New
|
|
|
803
|
Sterneck Capital Management
Kansas City,
Missouri
|
$256K
|
-$48.3K
|
-1,500
|
-16%
|
|
|
804
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$255K
|
+$38.7K
|
+1,201
|
+19%
|
|
|
805
|
Wealth Effects
Boston,
Massachusetts
|
$254K
|
-$483
|
-15
|
-0.2%
|
|
|
806
|
WealthShield Partners
Cary,
North Carolina
|
$251K
|
-$2.61K
|
-81
|
-1%
|
|
|
807
|
Oxbow Advisors
Austin,
Texas
|
$249K
|
–
|
–
|
–
|
|
|
808
|
DLK Investment Management
Solana Beach,
California
|
$249K
|
–
|
–
|
–
|
|
|
809
|
Financial Network Wealth Management
Draper,
Utah
|
$249K
|
+$129
|
+4
|
+0.1%
|
|
|
810
|
Avior Wealth Management
Omaha,
Nebraska
|
$249K
|
+$12.6K
|
+390
|
+5%
|
|
|
811
|
Investment House LLC
Redondo Beach,
California
|
$247K
|
–
|
–
|
–
|
|
|
812
|
Insight Wealth Partners
Plano,
Texas
|
$247K
|
–
|
–
|
–
|
|
|
813
|
HeadInvest LLC
Portland,
Maine
|
$247K
|
-$74K
|
-2,300
|
-24%
|
|
|
814
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$246K
|
+$9.3K
|
+289
|
+4%
|
|
|
815
|
Prudent Man Advisors
Naperville,
Illinois
|
$243K
|
–
|
–
|
–
|
|
|
816
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$243K
|
–
|
–
|
–
|
|
|
817
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$242K
|
-$41.8K
|
-1,300
|
-15%
|
|
|
818
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$242K
|
–
|
–
|
–
|
|
|
819
|
Ancora Advisors
Cleveland,
Ohio
|
$241K
|
-$1.87K
|
-58
|
-0.8%
|
|
|
820
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$241K
|
+$161
|
+5
|
+0.1%
|
|
|
821
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$240K
|
+$232K
|
+7,221
|
New
|
|
|
822
|
Colonial Trust
Spartanburg,
South Carolina
|
$240K
|
+$58.4K
|
+1,815
|
+34%
|
|
|
823
|
WealthBridge Capital Management
Westerville,
Ohio
|
$237K
|
+$10.4K
|
+322
|
+5%
|
|
|
824
|
Tran Capital Management
San Rafael,
California
|
$236K
|
–
|
–
|
–
|
|
|
825
|
Columbia Advisory Partners
Spokane,
Washington
|
$234K
|
+$227K
|
+7,049
|
New
|
|
