|
201
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$316K
|
+$36.7K
|
+553
|
+14%
|
|
|
202
|
HB Wealth Management
Atlanta,
Georgia
|
$315K
|
-$9.29K
|
-140
|
-3%
|
|
|
203
|
Avantax Advisory Services
Dallas,
Texas
|
$313K
|
+$6.64K
|
+100
|
+2%
|
|
|
204
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$311K
|
+$465
|
+7
|
+0.2%
|
|
|
205
|
Oxford Financial Group
Carmel,
Indiana
|
$310K
|
–
|
–
|
–
|
|
|
206
|
Western Financial Corp
San Diego,
California
|
$309K
|
-$70K
|
-1,055
|
-19%
|
|
|
207
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$308K
|
–
|
–
|
–
|
|
|
208
|
WealthBridge Capital Management
Westerville,
Ohio
|
$307K
|
–
|
–
|
–
|
|
|
209
|
Franklin Resources
San Mateo,
California
|
$305K
|
-$111K
|
-1,675
|
-28%
|
|
|
210
|
Lyell Wealth Management
Menlo Park,
California
|
$302K
|
+$287K
|
+4,318
|
New
|
|
|
211
|
NWAM LLC
Mercer Island,
Washington
|
$301K
|
+$133
|
+2
|
+0%
|
|
|
212
|
TruWealth Advisors
Metairie,
Louisiana
|
$297K
|
+$66
|
+1
|
+0%
|
|
|
213
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$296K
|
-$13.3K
|
-200
|
-5%
|
|
|
214
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$294K
|
-$33.2K
|
-500
|
-11%
|
|
|
215
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$285K
|
+$270K
|
+4,073
|
New
|
|
|
216
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$282K
|
-$49.8K
|
-750
|
-16%
|
|
|
217
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$281K
|
–
|
–
|
–
|
|
|
218
|
First Western Trust Bank
Denver,
Colorado
|
$280K
|
–
|
–
|
–
|
|
|
219
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$279K
|
-$664
|
-10
|
-0.3%
|
|
|
220
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$275K
|
+$261K
|
+3,939
|
New
|
|
|
221
|
Legacy Edge Advisors
Syosset,
New York
|
$275K
|
+$11.5K
|
+173
|
+5%
|
|
|
222
|
John G. Ullman & Associates
Corning,
New York
|
$274K
|
–
|
–
|
–
|
|
|
223
|
AllSquare Wealth Management
Albany,
New York
|
$273K
|
–
|
–
|
–
|
|
|
224
|
Ancora Advisors
Cleveland,
Ohio
|
$267K
|
-$415K
|
-6,251
|
-62%
|
|
|
225
|
Modera Wealth Management
Westwood,
New Jersey
|
$266K
|
–
|
–
|
–
|
|
