|
826
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$368K
|
+$150K
|
+2,444
|
+74%
|
|
|
827
|
Colonial River Investments
Midlothian,
Virginia
|
$363K
|
+$40K
|
+650
|
+13%
|
|
|
828
|
Forte Capital
Rochester,
New York
|
$363K
|
-$29.4K
|
-478
|
-8%
|
|
|
829
|
Encompass More Asset Management
Danville,
California
|
$358K
|
+$55.1K
|
+895
|
+19%
|
|
|
830
|
TPG Financial Advisors
Portland,
Oregon
|
$357K
|
+$343K
|
+5,575
|
New
|
|
|
831
|
Citizens Financial Group
Providence,
Rhode Island
|
$354K
|
+$341K
|
+5,532
|
New
|
|
|
832
|
Arrowroot Family Office
Marina Del Rey,
California
|
$353K
|
-$246
|
-4
|
-0.1%
|
|
|
833
|
Defined Wealth Management
Beaverton,
Oregon
|
$352K
|
+$11K
|
+179
|
+3%
|
|
|
834
|
MY Wealth Management
Germantown,
Maryland
|
$349K
|
–
|
–
|
–
|
|
|
835
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$347K
|
–
|
–
|
–
|
|
|
836
|
|
$346K
|
–
|
–
|
–
|
|
|
837
|
Diligent Investors
Redlands,
California
|
$344K
|
–
|
–
|
–
|
|
|
838
|
Macroview Investment Management
Bethesda,
Maryland
|
$343K
|
-$25.1K
|
-408
|
-7%
|
|
|
839
|
Apriem Advisors
Irvine,
California
|
$337K
|
-$21.2K
|
-345
|
-6%
|
|
|
840
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$334K
|
+$321K
|
+5,219
|
New
|
|
|
841
|
Root Financial Partners
Encinitas,
California
|
$333K
|
+$6.4K
|
+104
|
+2%
|
|
|
842
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$332K
|
+$319K
|
+5,180
|
New
|
|
|
843
|
Hardy Reed
Tupelo,
Mississippi
|
$331K
|
–
|
–
|
–
|
|
|
844
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$328K
|
–
|
–
|
–
|
|
|
845
|
SVB Wealth
Boston,
Massachusetts
|
$328K
|
–
|
–
|
–
|
|
|
846
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$326K
|
+$108K
|
+1,755
|
+53%
|
|
|
847
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$319K
|
-$4.92K
|
-80
|
-2%
|
|
|
848
|
RCS Financial Planning
Annapolis,
Maryland
|
$318K
|
+$306K
|
+4,976
|
New
|
|
|
849
|
Private Client Services
Louisville,
Kentucky
|
$318K
|
+$800
|
+13
|
+0.3%
|
|
|
850
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$317K
|
-$6.71K
|
-109
|
-2%
|
|
