|
526
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.43M
|
+$582K
|
+16,538
|
+66%
|
|
|
527
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.43M
|
-$43.3K
|
-1,230
|
-3%
|
|
|
528
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$1.43M
|
-$4.33K
|
-123
|
-0.3%
|
|
|
529
|
Avant Financial Advisors
Austin,
Texas
|
$1.43M
|
+$1.45M
|
+41,281
|
New
|
|
|
530
|
Clark Asset Management
Stratham,
New Hampshire
|
$1.4M
|
–
|
–
|
–
|
|
|
531
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.35M
|
–
|
–
|
–
|
|
|
532
|
Probity Advisors
Dallas,
Texas
|
$1.35M
|
–
|
–
|
–
|
|
|
533
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.35M
|
-$457K
|
-12,978
|
-25%
|
|
|
534
|
Univest Financial
Souderton,
Pennsylvania
|
$1.34M
|
-$184K
|
-5,221
|
-12%
|
|
|
535
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.34M
|
+$32K
|
+909
|
+2%
|
|
|
536
|
Mason Investment Advisory Services
Reston,
Virginia
|
$1.34M
|
+$3.91K
|
+111
|
+0.3%
|
|
|
537
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$1.33M
|
–
|
–
|
–
|
|
|
538
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.33M
|
-$69.8K
|
-1,982
|
-5%
|
|
|
539
|
First Merchants Corp
Muncie,
Indiana
|
$1.33M
|
–
|
–
|
–
|
|
|
540
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.33M
|
–
|
–
|
–
|
|
|
541
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$1.32M
|
+$1.34M
|
+38,085
|
New
|
|
|
542
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.31M
|
-$121K
|
-3,424
|
-8%
|
|
|
543
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$1.31M
|
+$1.33M
|
+37,833
|
New
|
|
|
544
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.31M
|
+$1.33M
|
+37,764
|
New
|
|
|
545
|
Brewster Financial Planning
Brooklyn,
New York
|
$1.29M
|
–
|
–
|
–
|
|
|
546
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.28M
|
-$136K
|
-3,869
|
-9%
|
|
|
547
|
Neuberger Berman Group
New York
|
$1.28M
|
+$37.5K
|
+1,064
|
+3%
|
|
|
548
|
MGB Wealth Management
Addison,
Texas
|
$1.28M
|
-$247K
|
-7,000
|
-16%
|
|
|
549
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.25M
|
–
|
–
|
–
|
|
|
550
|
Mission Hills Financial Advisory
San Diego,
California
|
$1.24M
|
–
|
–
|
–
|
|
