|
651
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$507K
|
+$528K
|
+29,882
|
New
|
|
|
652
|
Westshore Wealth
Newport Beach,
California
|
$507K
|
+$7.42K
|
+420
|
+1%
|
|
|
653
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$506K
|
–
|
–
|
–
|
|
|
654
|
Mather Group
Chicago,
Illinois
|
$505K
|
-$23.2K
|
-1,312
|
-4%
|
|
|
655
|
Stevens Capital Partners
Omaha,
Nebraska
|
$505K
|
-$32.4K
|
-1,836
|
-6%
|
|
|
656
|
Willis Johnson & Associates
Houston,
Texas
|
$503K
|
-$77K
|
-4,358
|
-13%
|
|
|
657
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$503K
|
-$10K
|
-568
|
-2%
|
|
|
658
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$494K
|
-$8.9K
|
-504
|
-2%
|
|
|
659
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$494K
|
–
|
–
|
–
|
|
|
660
|
Oxford Financial Group
Carmel,
Indiana
|
$492K
|
-$1.73M
|
-98,094
|
-77%
|
|
|
661
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$490K
|
-$14.5K
|
-822
|
-3%
|
|
|
662
|
Seed Wealth Management
Evanston,
Illinois
|
$489K
|
–
|
–
|
–
|
|
|
663
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$479K
|
–
|
–
|
–
|
|
|
664
|
Larson Financial Group
St Louis,
Missouri
|
$479K
|
+$5.44K
|
+308
|
+1%
|
|
|
665
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$475K
|
+$494K
|
+27,962
|
New
|
|
|
666
|
Oldfather Financial Services
Kearney,
Nebraska
|
$471K
|
-$495
|
-28
|
-0.1%
|
|
|
667
|
GTS Securities
Miami,
Florida
|
$466K
|
+$484K
|
+27,424
|
New
|
|
|
668
|
Huntington National Bank
Columbus,
Ohio
|
$456K
|
–
|
–
|
–
|
|
|
669
|
Sunflower Bank
Dallas,
Texas
|
$456K
|
-$58.4K
|
-3,308
|
-11%
|
|
|
670
|
FMB Wealth Management
Westlake Village,
California
|
$454K
|
–
|
–
|
–
|
|
|
671
|
My Personal CFO LLC
Vancouver,
Washington
|
$451K
|
–
|
–
|
–
|
|
|
672
|
Modus Advisors
Excelsior,
Minnesota
|
$451K
|
–
|
–
|
–
|
|
|
673
|
Ranch Capital Advisors
Sarasota,
Florida
|
$449K
|
-$44.5K
|
-2,518
|
-9%
|
|
|
674
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$441K
|
–
|
–
|
–
|
|
|
675
|
Ausdal Financial Partners
Davenport,
Iowa
|
$437K
|
+$110K
|
+6,216
|
+32%
|
|
