|
1201
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$34.9K
|
-$2.05M
|
-4,542
|
-98%
|
|
|
1202
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$34.5K
|
–
|
–
|
–
|
|
|
1203
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
$34.1K
|
+$38.9K
|
+86
|
New
|
|
|
1204
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$33.7K
|
–
|
–
|
–
|
|
|
1205
|
Geneos Wealth Management
Englewood,
Colorado
|
$32.9K
|
+$22.6K
|
+50
|
+152%
|
|
|
1206
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$32.1K
|
+$1.36K
|
+3
|
+4%
|
|
|
1207
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$31.7K
|
–
|
–
|
–
|
|
|
1208
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$31.2K
|
+$1.36K
|
+3
|
+5%
|
|
|
1209
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$31K
|
+$452
|
+1
|
+1%
|
|
|
1210
|
EFG International
Zurich,
|
$30.9K
|
-$600K
|
-1,327
|
-94%
|
|
|
1211
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$30.5K
|
+$904
|
+2
|
+3%
|
|
|
1212
|
Oakworth Capital
Birmingham,
Alabama
|
$30.1K
|
–
|
–
|
–
|
|
|
1213
|
IMG Wealth Management
Jacksonville,
Florida
|
$30.1K
|
+$34.4K
|
+76
|
New
|
|
|
1214
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$28.5K
|
+$32.5K
|
+72
|
New
|
|
|
1215
|
Phillip James Consulting
Plymouth,
Minnesota
|
$28K
|
–
|
–
|
–
|
|
|
1216
|
Silver Grove Financial Group
Orchard Park,
New York
|
$27.4K
|
+$31.2K
|
+69
|
New
|
|
|
1217
|
Covestor
London,
United Kingdom
|
$27K
|
-$9.49K
|
-21
|
-24%
|
|
|
1218
|
Clal Insurance
Tel-Aviv,
Israel
|
$27K
|
-$1.81K
|
-4
|
-6%
|
|
|
1219
|
Kemnay Advisory Services
New York
|
$26.6K
|
-$3.16K
|
-7
|
-9%
|
|
|
1220
|
BOK Financial
Tulsa,
Oklahoma
|
$26.2K
|
-$179K
|
-397
|
-86%
|
|
|
1221
|
Altshuler Shaham
Tel Aviv,
Israel
|
$25.8K
|
-$927K
|
-2,050
|
-97%
|
|
|
1222
|
Salomon & Ludwin
Richmond,
Virginia
|
$25.7K
|
-$9.95K
|
-22
|
-25%
|
|
|
1223
|
WealthCollab
Bellevue,
Washington
|
$25.4K
|
-$7.23K
|
-16
|
-20%
|
|
|
1224
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$25.4K
|
–
|
–
|
–
|
|
|
1225
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$25.4K
|
–
|
–
|
–
|
|
