|
601
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$209K
|
+$208K
|
+1,889
|
New
|
|
|
602
|
Pacific Center for Financial Services
San Ramon,
California
|
$208K
|
+$1.1K
|
+10
|
+0.5%
|
|
|
603
|
Rossby Financial
Melbourne,
Florida
|
$208K
|
-$1.96M
|
-17,746
|
-90%
|
|
|
604
|
Howard Financial Services
Dallas,
Texas
|
$207K
|
+$2.21K
|
+20
|
+1%
|
|
|
605
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$203K
|
–
|
–
|
–
|
|
|
606
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$203K
|
-$14.8K
|
-134
|
-7%
|
|
|
607
|
Moors & Cabot
Boston,
Massachusetts
|
$201K
|
-$3.86K
|
-35
|
-2%
|
|
|
608
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$201K
|
-$65.1K
|
-590
|
-25%
|
|
|
609
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$182K
|
–
|
–
|
–
|
|
|
610
|
Robinson Value Management
San Antonio,
Texas
|
$175K
|
–
|
–
|
–
|
|
|
611
|
Investors Research Corp
Atlanta,
Georgia
|
$173K
|
-$9.48K
|
-86
|
-5%
|
|
|
612
|
SouthState Corp
Winter Haven,
Florida
|
$149K
|
-$823K
|
-7,458
|
-85%
|
|
|
613
|
Kelleher Financial Advisors
New York
|
$145K
|
-$2.87M
|
-26,044
|
-95%
|
|
|
614
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$132K
|
+$8.38K
|
+76
|
+7%
|
|
|
615
|
AllSquare Wealth Management
Albany,
New York
|
$131K
|
–
|
–
|
–
|
|
|
616
|
Front Row Advisors
Tiburon,
California
|
$113K
|
-$34.2K
|
-310
|
-23%
|
|
|
617
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$108K
|
-$110
|
-1
|
-0.1%
|
|
|
618
|
Geneos Wealth Management
Englewood,
Colorado
|
$96.2K
|
-$41.7K
|
-378
|
-30%
|
|
|
619
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$95.5K
|
+$95.4K
|
+865
|
New
|
|
|
620
|
Anchor Investment Management
Columbia,
South Carolina
|
$93.5K
|
–
|
–
|
–
|
|
|
621
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$88K
|
-$22.7K
|
-206
|
-21%
|
|
|
622
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$87.6K
|
–
|
–
|
–
|
|
|
623
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$79.9K
|
–
|
–
|
–
|
|
|
624
|
Lazard Asset Management
New York
|
$72.9K
|
+$72.8K
|
+660
|
New
|
|
|
625
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$70.3K
|
+$2.1K
|
+19
|
+3%
|
|
