|
551
|
IMA Advisory Services
Denver,
Colorado
|
$1.66M
|
+$1.61M
|
+43,145
|
New
|
|
|
552
|
Icon Wealth Advisors
Houston,
Texas
|
$1.65M
|
–
|
–
|
–
|
|
|
553
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$1.64M
|
+$2.35K
|
+63
|
+0.1%
|
|
|
554
|
Roundview Capital
Princeton,
New Jersey
|
$1.63M
|
+$4.33K
|
+116
|
+0.3%
|
|
|
555
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$1.6M
|
-$11.6K
|
-311
|
-0.8%
|
|
|
556
|
Stone Summit Wealth
Miami,
Florida
|
$1.57M
|
-$3.43M
|
-92,013
|
-69%
|
|
|
557
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.55M
|
+$412K
|
+11,033
|
+38%
|
|
|
558
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$1.53M
|
+$53K
|
+1,421
|
+4%
|
|
|
559
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.51M
|
–
|
–
|
–
|
|
|
560
|
Mason Investment Advisory Services
Reston,
Virginia
|
$1.51M
|
+$3.99K
|
+107
|
+0.3%
|
|
|
561
|
Probity Advisors
Dallas,
Texas
|
$1.5M
|
–
|
–
|
–
|
|
|
562
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.5M
|
+$126K
|
+3,370
|
+9%
|
|
|
563
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$1.49M
|
–
|
–
|
–
|
|
|
564
|
World Investment Advisors
Santa Barbara,
California
|
$1.49M
|
+$318K
|
+8,514
|
+28%
|
|
|
565
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.47M
|
+$3.43K
|
+92
|
+0.2%
|
|
|
566
|
Natixis Advisors
Boston,
Massachusetts
|
$1.47M
|
+$134K
|
+3,582
|
+10%
|
|
|
567
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.46M
|
-$2.43K
|
-65
|
-0.2%
|
|
|
568
|
Avant Financial Advisors
Austin,
Texas
|
$1.45M
|
-$70.5K
|
-1,888
|
-5%
|
|
|
569
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.44M
|
+$3.28K
|
+88
|
+0.2%
|
|
|
570
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.44M
|
–
|
–
|
–
|
|
|
571
|
Sterling Wealth Advisors
Plantation,
Florida
|
$1.44M
|
+$1.4M
|
+37,561
|
New
|
|
|
572
|
Univest Financial
Souderton,
Pennsylvania
|
$1.42M
|
-$45.8K
|
-1,227
|
-3%
|
|
|
573
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$1.42M
|
-$1.08K
|
-29
|
-0.1%
|
|
|
574
|
LAM Group
Lake Oswego,
Oregon
|
$1.41M
|
+$100K
|
+2,689
|
+8%
|
|
|
575
|
Brewster Financial Planning
Brooklyn,
New York
|
$1.41M
|
–
|
–
|
–
|
|
