|
851
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$388K
|
–
|
–
|
–
|
|
|
852
|
Westside Investment Management
Santa Monica,
California
|
$388K
|
–
|
–
|
–
|
|
|
853
|
Defined Wealth Management
Beaverton,
Oregon
|
$386K
|
+$14.4K
|
+222
|
+4%
|
|
|
854
|
Kestra Private Wealth Services
Austin,
Texas
|
$379K
|
-$206K
|
-3,173
|
-36%
|
|
|
855
|
Empirical Wealth Management
Seattle,
Washington
|
$378K
|
+$364K
|
+5,597
|
New
|
|
|
856
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$377K
|
-$82.2K
|
-1,264
|
-18%
|
|
|
857
|
Colonial River Investments
Midlothian,
Virginia
|
$377K
|
-$5.72K
|
-88
|
-2%
|
|
|
858
|
TPG Financial Advisors
Portland,
Oregon
|
$376K
|
–
|
–
|
–
|
|
|
859
|
Arrowroot Family Office
Marina Del Rey,
California
|
$373K
|
–
|
–
|
–
|
|
|
860
|
Partnership Wealth Management
Towson,
Maryland
|
$371K
|
+$195K
|
+3,000
|
+120%
|
|
|
861
|
PAX Financial Group
San Antonio,
Texas
|
$369K
|
-$1.81M
|
-27,768
|
-84%
|
|
|
862
|
|
$365K
|
–
|
–
|
–
|
|
|
863
|
Diligent Investors
Redlands,
California
|
$363K
|
–
|
–
|
–
|
|
|
864
|
Macroview Investment Management
Bethesda,
Maryland
|
$362K
|
–
|
–
|
–
|
|
|
865
|
Strategic Wealth Partners
Independence,
Ohio
|
$361K
|
-$88.3K
|
-1,358
|
-20%
|
|
|
866
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$360K
|
+$7.16M
|
+110,044
|
+3,003%
|
|
|
867
|
Pure Financial Advisors
San Diego,
California
|
$360K
|
+$346K
|
+5,328
|
New
|
|
|
868
|
TCP Asset Management
Columbus,
Ohio
|
$357K
|
-$583K
|
-8,965
|
-63%
|
|
|
869
|
Frisch Financial Group
Melville,
New York
|
$357K
|
+$113K
|
+1,734
|
+49%
|
|
|
870
|
Apriem Advisors
Irvine,
California
|
$356K
|
–
|
–
|
–
|
|
|
871
|
Lion Street Advisors
Austin,
Texas
|
$351K
|
+$35.8K
|
+551
|
+12%
|
|
|
872
|
Hardy Reed
Tupelo,
Mississippi
|
$350K
|
–
|
–
|
–
|
|
|
873
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$346K
|
–
|
–
|
–
|
|
|
874
|
3EDGE Asset Management
Naples,
Florida
|
$342K
|
-$49.7K
|
-764
|
-13%
|
|
|
875
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$340K
|
+$5.01K
|
+77
|
+2%
|
|
