|
151
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$915K
|
–
|
–
|
–
|
|
|
152
|
Clarius Group LLC
Seattle,
Washington
|
$897K
|
+$12.1K
|
+244
|
+1%
|
|
|
153
|
Napatree Capital
Westerly,
Rhode Island
|
$877K
|
-$195K
|
-3,940
|
-18%
|
|
|
154
|
SOL Capital Management
Rockville,
Maryland
|
$862K
|
-$246K
|
-4,975
|
-22%
|
|
|
155
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$861K
|
-$229K
|
-4,640
|
-21%
|
|
|
156
|
Mainsail Asset Management
Birmingham,
Alabama
|
$821K
|
-$20.4K
|
-412
|
-2%
|
|
|
157
|
Pathstone Holdings
Englewood,
New Jersey
|
$814K
|
+$554K
|
+11,205
|
+214%
|
|
|
158
|
Ruedi Wealth Management
Champaign,
Illinois
|
$812K
|
+$10.9K
|
+221
|
+1%
|
|
|
159
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$794K
|
-$222K
|
-4,495
|
-22%
|
|
|
160
|
Gradient Capital Advisors
San Diego,
California
|
$787K
|
+$36.4K
|
+736
|
+5%
|
|
|
161
|
Life Planning Partners
Jacksonville,
Florida
|
$785K
|
-$5.48K
|
-111
|
-0.7%
|
|
|
162
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$763K
|
+$300K
|
+6,070
|
+65%
|
|
|
163
|
Ritholtz Wealth Management
New York
|
$761K
|
+$115K
|
+2,318
|
+18%
|
|
|
164
|
Kestra Private Wealth Services
Austin,
Texas
|
$760K
|
-$49
|
-1
|
-0%
|
|
|
165
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$756K
|
+$76.1K
|
+1,540
|
+11%
|
|
|
166
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$733K
|
+$34.4K
|
+697
|
+5%
|
|
|
167
|
Willis Johnson & Associates
Houston,
Texas
|
$724K
|
-$272K
|
-5,503
|
-27%
|
|
|
168
|
Lakewood Asset Management
Naperville,
Illinois
|
$710K
|
+$21.4K
|
+434
|
+3%
|
|
|
169
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$690K
|
+$3.71K
|
+75
|
+0.5%
|
|
|
170
|
Cardiff Park Advisors
Carlsbad,
California
|
$690K
|
–
|
–
|
–
|
|
|
171
|
GSG Advisors
Mount Laurel,
New Jersey
|
$684K
|
+$5.68K
|
+115
|
+0.8%
|
|
|
172
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$682K
|
–
|
–
|
–
|
|
|
173
|
Cypress Point Wealth Management
Dallas,
Texas
|
$672K
|
-$150K
|
-3,026
|
-18%
|
|
|
174
|
Peak Asset Management
Louisville,
Colorado
|
$664K
|
-$49.4K
|
-1,000
|
-7%
|
|
|
175
|
Latitude Advisors
Vero Beach,
Florida
|
$647K
|
-$19.2K
|
-389
|
-3%
|
|
