|
401
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$400K
|
-$96.2K
|
-951
|
-20%
|
|
|
402
|
Cary Street Partners
Richmond,
Virginia
|
$397K
|
-$59.5K
|
-588
|
-13%
|
|
|
403
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$391K
|
+$82.9K
|
+820
|
+28%
|
|
|
404
|
Redwood Investment Management
Scottsdale,
Arizona
|
$389K
|
+$26.8K
|
+265
|
+8%
|
|
|
405
|
Fiscal Wisdom Wealth Management
Canton,
Connecticut
|
$385K
|
+$370K
|
+3,658
|
New
|
|
|
406
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$384K
|
+$141K
|
+1,392
|
+60%
|
|
|
407
|
Essex Financial Services
Essex,
Connecticut
|
$380K
|
-$1.72K
|
-17
|
-0.5%
|
|
|
408
|
Perennial Investment Advisors
Los Angeles,
California
|
$379K
|
+$100K
|
+992
|
+37%
|
|
|
409
|
Semus Wealth Partners
Boca Raton,
Florida
|
$376K
|
+$74K
|
+732
|
+25%
|
|
|
410
|
FAS Wealth Partners
Leawood,
Kansas
|
$370K
|
-$54.4K
|
-538
|
-13%
|
|
|
411
|
Arrien Investments
Boise,
Idaho
|
$368K
|
–
|
–
|
–
|
|
|
412
|
Spinnaker Investment Group
Newport Beach,
California
|
$365K
|
+$358K
|
+3,544
|
New
|
|
|
413
|
Channel Wealth
Santa Barbara,
California
|
$361K
|
+$8.5K
|
+84
|
+2%
|
|
|
414
|
Oppenheimer & Co
New York
|
$360K
|
+$354K
|
+3,500
|
New
|
|
|
415
|
MMBG Investment Advisors
Miami,
Florida
|
$359K
|
–
|
–
|
–
|
|
|
416
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$354K
|
+$49.6K
|
+490
|
+17%
|
|
|
417
|
Pinnacle Associates
New York
|
$354K
|
+$348K
|
+3,437
|
New
|
|
|
418
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$354K
|
+$348K
|
+3,437
|
New
|
|
|
419
|
Kickstand Ventures
Pittsford,
New York
|
$351K
|
-$64.7K
|
-640
|
-16%
|
|
|
420
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$349K
|
-$17.8K
|
-176
|
-5%
|
|
|
421
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$349K
|
-$124K
|
-1,227
|
-27%
|
|
|
422
|
Pure Financial Advisors
San Diego,
California
|
$346K
|
+$340K
|
+3,364
|
New
|
|
|
423
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$346K
|
+$340K
|
+3,362
|
New
|
|
|
424
|
Ballew Advisors
Jackson,
Mississippi
|
$346K
|
-$784K
|
-7,747
|
-70%
|
|
|
425
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$343K
|
+$337K
|
+3,335
|
New
|
|
