|
526
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$1.47M
|
+$227K
|
+6,529
|
+17%
|
|
|
527
|
Parallel Advisors
San Francisco,
California
|
$1.47M
|
-$31.9K
|
-918
|
-2%
|
|
|
528
|
Oakworth Capital
Birmingham,
Alabama
|
$1.47M
|
+$611K
|
+17,600
|
+66%
|
|
|
529
|
IEQ Capital
Foster City,
California
|
$1.45M
|
+$3.75K
|
+108
|
+0.2%
|
|
|
530
|
IHT Wealth Management
Chicago,
Illinois
|
$1.45M
|
+$174
|
+5
|
+0%
|
|
|
531
|
Independent Financial Group
San Diego,
California
|
$1.43M
|
+$8.96K
|
+258
|
+0.6%
|
|
|
532
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.43M
|
-$3.29M
|
-94,898
|
-69%
|
|
|
533
|
Wedbush Securities
Los Angeles,
California
|
$1.43M
|
+$280K
|
+8,062
|
+23%
|
|
|
534
|
Edge Financial Advisors
Wheaton,
Illinois
|
$1.41M
|
-$2.68M
|
-77,321
|
-64%
|
|
|
535
|
Icon Wealth Advisors
Houston,
Texas
|
$1.41M
|
-$186K
|
-5,360
|
-11%
|
|
|
536
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.4M
|
+$129K
|
+3,708
|
+10%
|
|
|
537
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.4M
|
+$90.8K
|
+2,617
|
+6%
|
|
|
538
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$1.39M
|
-$8.33K
|
-240
|
-0.6%
|
|
|
539
|
Roundview Capital
Princeton,
New Jersey
|
$1.38M
|
+$1.46M
|
+41,964
|
New
|
|
|
540
|
Clark Asset Management
Stratham,
New Hampshire
|
$1.34M
|
–
|
–
|
–
|
|
|
541
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.33M
|
+$56.7K
|
+1,634
|
+4%
|
|
|
542
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.32M
|
–
|
–
|
–
|
|
|
543
|
Avant Financial Advisors
Austin,
Texas
|
$1.31M
|
-$51.4K
|
-1,481
|
-4%
|
|
|
544
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.29M
|
–
|
–
|
–
|
|
|
545
|
Probity Advisors
Dallas,
Texas
|
$1.28M
|
–
|
–
|
–
|
|
|
546
|
Mason Investment Advisory Services
Reston,
Virginia
|
$1.28M
|
+$3.33K
|
+96
|
+0.2%
|
|
|
547
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$1.27M
|
–
|
–
|
–
|
|
|
548
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.27M
|
–
|
–
|
–
|
|
|
549
|
Univest Financial
Souderton,
Pennsylvania
|
$1.25M
|
-$29.1K
|
-838
|
-2%
|
|
|
550
|
Landing Point Financial Group
Avon,
Ohio
|
$1.25M
|
+$484K
|
+13,952
|
+58%
|
|
