|
151
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$915K
|
–
|
–
|
–
|
|
|
152
|
Clarius Group LLC
Seattle,
Washington
|
$885K
|
+$576K
|
+11,637
|
+187%
|
|
|
153
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$875K
|
-$586K
|
-11,839
|
-40%
|
|
|
154
|
Focus Partners Wealth
Boston,
Massachusetts
|
$858K
|
–
|
–
|
–
|
|
|
155
|
Mainsail Asset Management
Birmingham,
Alabama
|
$842K
|
+$266K
|
+5,367
|
+46%
|
|
|
156
|
Cypress Point Wealth Management
Dallas,
Texas
|
$822K
|
-$23.6K
|
-476
|
-3%
|
|
|
157
|
Ruedi Wealth Management
Champaign,
Illinois
|
$801K
|
+$6.73K
|
+136
|
+0.8%
|
|
|
158
|
Life Planning Partners
Jacksonville,
Florida
|
$791K
|
-$9.9K
|
-200
|
-1%
|
|
|
159
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$781K
|
-$5.66M
|
-114,344
|
-88%
|
|
|
160
|
Kestra Private Wealth Services
Austin,
Texas
|
$761K
|
-$554K
|
-11,199
|
-42%
|
|
|
161
|
Gradient Capital Advisors
San Diego,
California
|
$751K
|
-$125K
|
-2,532
|
-14%
|
|
|
162
|
Convergence Financial
Columbia,
Missouri
|
$744K
|
+$329K
|
+6,655
|
+80%
|
|
|
163
|
Peak Asset Management
Louisville,
Colorado
|
$714K
|
–
|
–
|
–
|
|
|
164
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$699K
|
-$42.4K
|
-856
|
-6%
|
|
|
165
|
Cardiff Park Advisors
Carlsbad,
California
|
$690K
|
–
|
–
|
–
|
|
|
166
|
Lakewood Asset Management
Naperville,
Illinois
|
$689K
|
+$7.67K
|
+155
|
+1%
|
|
|
167
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$687K
|
+$82K
|
+1,657
|
+14%
|
|
|
168
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$682K
|
–
|
–
|
–
|
|
|
169
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$681K
|
–
|
–
|
–
|
|
|
170
|
GSG Advisors
Mount Laurel,
New Jersey
|
$678K
|
+$289K
|
+5,837
|
+74%
|
|
|
171
|
Comerica Bank
Dallas,
Texas
|
$669K
|
-$122K
|
-2,466
|
-15%
|
|
|
172
|
Latitude Advisors
Vero Beach,
Florida
|
$667K
|
+$10.4K
|
+211
|
+2%
|
|
|
173
|
Ritholtz Wealth Management
New York
|
$647K
|
-$74.9K
|
-1,513
|
-10%
|
|
|
174
|
Summit Asset Management
Memphis,
Tennessee
|
$636K
|
-$109K
|
-2,200
|
-15%
|
|
|
175
|
Laidlaw Wealth Management
New York City,
New York
|
$631K
|
+$60.9K
|
+1,230
|
+11%
|
|
