|
151
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$908K
|
+$907K
|
+18,469
|
New
|
|
|
152
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$900K
|
–
|
–
|
–
|
|
|
153
|
Relative Value Partners Group
|
$886K
|
–
|
–
|
–
|
|
|
154
|
Summit Asset Management
Memphis,
Tennessee
|
$882K
|
–
|
–
|
–
|
|
|
155
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$876K
|
-$266K
|
-5,412
|
-23%
|
|
|
156
|
Waverly Advisors
Birmingham,
Alabama
|
$874K
|
-$101K
|
-2,050
|
-10%
|
|
|
157
|
SOL Capital Management
Rockville,
Maryland
|
$866K
|
-$614K
|
-12,500
|
-42%
|
|
|
158
|
Applied Capital
Little Rock,
Arkansas
|
$855K
|
+$854K
|
+17,382
|
New
|
|
|
159
|
Anson Capital
Tyrone,
Georgia
|
$821K
|
+$55.5K
|
+1,129
|
+7%
|
|
|
160
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$817K
|
+$589
|
+12
|
+0.1%
|
|
|
161
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$811K
|
+$811K
|
+16,502
|
New
|
|
|
162
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$790K
|
-$60.6K
|
-1,233
|
-7%
|
|
|
163
|
Ruedi Wealth Management
Champaign,
Illinois
|
$776K
|
+$8.84K
|
+180
|
+1%
|
|
|
164
|
CVA Family Office
Denver,
Colorado
|
$763K
|
–
|
–
|
–
|
|
|
165
|
Peak Asset Management
Louisville,
Colorado
|
$755K
|
-$137K
|
-2,796
|
-15%
|
|
|
166
|
Cardiff Park Advisors
Carlsbad,
California
|
$705K
|
-$341K
|
-6,948
|
-33%
|
|
|
167
|
Lavaca Capital
Houston,
Texas
|
$685K
|
+$7.81K
|
+159
|
+1%
|
|
|
168
|
Atria Wealth Solutions
New York
|
$682K
|
+$95.4K
|
+1,942
|
+16%
|
|
|
169
|
Kestra Advisory Services
Austin,
Texas
|
$673K
|
-$183K
|
-3,719
|
-21%
|
|
|
170
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$673K
|
+$49.9K
|
+1,016
|
+8%
|
|
|
171
|
Latitude Advisors
Vero Beach,
Florida
|
$666K
|
–
|
–
|
–
|
|
|
172
|
Arden Trust
Wilmington,
Delaware
|
$661K
|
-$666K
|
-13,549
|
-50%
|
|
|
173
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$638K
|
+$6.43K
|
+131
|
+1%
|
|
|
174
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$634K
|
+$53.6K
|
+1,091
|
+9%
|
|
|
175
|
Burton Enright Welch
Walnut Creek,
California
|
$619K
|
-$13.5K
|
-274
|
-2%
|
|
