|
201
|
Joel Isaacson & Co
New York
|
$5.67M
|
+$41.8K
|
+133
|
+0.7%
|
|
|
202
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$5.65M
|
-$253K
|
-805
|
-4%
|
|
|
203
|
Clear Retirement Advice
San Mateo,
California
|
$5.62M
|
-$23.3K
|
-74
|
-0.4%
|
|
|
204
|
Leeward Financial Partners
Bellevue,
Washington
|
$5.61M
|
-$1.6M
|
-5,096
|
-22%
|
|
|
205
|
Creative Financial Designs
Kokomo,
Indiana
|
$5.56M
|
+$304K
|
+967
|
+6%
|
|
|
206
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.55M
|
-$142K
|
-453
|
-2%
|
|
|
207
|
Ackerman Capital Advisors
Dallas,
Texas
|
$5.52M
|
-$137K
|
-436
|
-2%
|
|
|
208
|
Bank of New York Mellon
New York
|
$5.37M
|
+$94.3K
|
+300
|
+2%
|
|
|
209
|
Larson Financial Group
St Louis,
Missouri
|
$5.34M
|
-$3.96M
|
-12,599
|
-42%
|
|
|
210
|
May Barnhard Investments
Bethesda,
Maryland
|
$5.32M
|
-$77.9K
|
-248
|
-1%
|
|
|
211
|
OneAscent Financial Services
Birmingham,
Alabama
|
$5.3M
|
+$966K
|
+3,075
|
+21%
|
|
|
212
|
Advisory Services Network
Atlanta,
Georgia
|
$5.21M
|
-$683K
|
-2,173
|
-11%
|
|
|
213
|
Central Trust Company
Jefferson City,
Missouri
|
$5.17M
|
-$15.1K
|
-48
|
-0.3%
|
|
|
214
|
Tenret Company
Tampa,
Florida
|
$5.15M
|
+$271K
|
+861
|
+5%
|
|
|
215
|
Perigon Wealth Management
San Francisco,
California
|
$5.11M
|
+$359K
|
+1,143
|
+7%
|
|
|
216
|
Titleist Asset Management
San Antonio,
Texas
|
$5.05M
|
-$140K
|
-446
|
-3%
|
|
|
217
|
Zeit Capital
Greenwood Village,
Colorado
|
$5.03M
|
+$34.6K
|
+110
|
+0.7%
|
|
|
218
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$4.97M
|
-$130M
|
-414,185
|
-96%
|
|
|
219
|
Kingswood Wealth Advisors
San Diego,
California
|
$4.96M
|
+$1.83M
|
+5,812
|
+55%
|
|
|
220
|
Seek First
Campbell,
California
|
$4.83M
|
+$503K
|
+1,600
|
+11%
|
|
|
221
|
Essential Planning
Portsmouth,
New Hampshire
|
$4.78M
|
-$124K
|
-396
|
-2%
|
|
|
222
|
Brindle & Bay Financial Advisors
Frisco,
Texas
|
$4.73M
|
+$2.59M
|
+8,226
|
+111%
|
|
|
223
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.67M
|
-$6.29K
|
-20
|
-0.1%
|
|
|
224
|
Stephen J. Garry & Associates
Garden City,
New York
|
$4.66M
|
-$8.8K
|
-28
|
-0.2%
|
|
|
225
|
M&T Bank
Buffalo,
New York
|
$4.61M
|
+$259K
|
+825
|
+6%
|
|
