|
301
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.1M
|
-$2.32M
|
-49,865
|
-68%
|
|
|
302
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$1.07M
|
+$1.06M
|
+22,890
|
New
|
|
|
303
|
Inspire Advisors
Meridian,
Idaho
|
$1.07M
|
+$187K
|
+4,020
|
+22%
|
|
|
304
|
Waverly Advisors
Birmingham,
Alabama
|
$1.06M
|
+$690K
|
+14,859
|
+193%
|
|
|
305
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$1.06M
|
+$103K
|
+2,214
|
+11%
|
|
|
306
|
TFB Advisors
Overland Park,
Kansas
|
$1.02M
|
-$102K
|
-2,199
|
-9%
|
|
|
307
|
Accel Wealth Management
Waverly,
Iowa
|
$1.02M
|
-$32.5K
|
-699
|
-3%
|
|
|
308
|
Tortoise Investment Management
White Plains,
New York
|
$1.01M
|
-$104K
|
-2,249
|
-9%
|
|
|
309
|
Chapman Financial Group
Kailua,
Hawaii
|
$1.01M
|
+$435K
|
+9,362
|
+77%
|
|
|
310
|
Montis Financial
Waltham,
Massachusetts
|
$1M
|
-$416K
|
-8,970
|
-30%
|
|
|
311
|
Fisher Asset Management
Camas,
Washington
|
$971K
|
-$3.33M
|
-71,812
|
-78%
|
|
|
312
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$944K
|
-$185K
|
-3,993
|
-17%
|
|
|
313
|
Hohimer Wealth Management
Seattle,
Washington
|
$940K
|
+$26.2K
|
+565
|
+3%
|
|
|
314
|
HT Partners
Centerbrook,
Connecticut
|
$937K
|
-$20.9K
|
-451
|
-2%
|
|
|
315
|
RWA Wealth Partners
Newton,
Massachusetts
|
$934K
|
-$122K
|
-2,636
|
-12%
|
|
|
316
|
MAI Capital Management
Independence,
Ohio
|
$919K
|
+$139K
|
+2,990
|
+18%
|
|
|
317
|
Crabel Capital Management
Los Angeles,
California
|
$918K
|
-$553K
|
-11,915
|
-38%
|
|
|
318
|
Global Retirement Partners
San Rafael,
California
|
$899K
|
-$153K
|
-3,296
|
-15%
|
|
|
319
|
Sonora Investment Management Group
Tucson,
Arizona
|
$878K
|
–
|
–
|
–
|
|
|
320
|
RFG Advisory
Birmingham,
Alabama
|
$878K
|
-$79.3K
|
-1,708
|
-8%
|
|
|
321
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$877K
|
-$753K
|
-16,210
|
-46%
|
|
|
322
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$873K
|
-$342K
|
-7,365
|
-28%
|
|
|
323
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$862K
|
+$1.49K
|
+32
|
+0.2%
|
|
|
324
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$856K
|
-$1.3K
|
-28
|
-0.2%
|
|
|
325
|
Corient Private Wealth
Miami,
Florida
|
$856K
|
+$496K
|
+10,689
|
+142%
|
|
