|
626
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.52M
|
–
|
–
|
–
|
|
|
627
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.52M
|
+$221K
|
+5,491
|
+16%
|
|
|
628
|
Probity Advisors
Dallas,
Texas
|
$1.51M
|
–
|
–
|
–
|
|
|
629
|
1900 Wealth Management
San Antonio,
Texas
|
$1.51M
|
-$1.04M
|
-25,894
|
-40%
|
|
|
630
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$1.5M
|
–
|
–
|
–
|
|
|
631
|
Mason Investment Advisory Services
Reston,
Virginia
|
$1.5M
|
-$15.2K
|
-377
|
-1%
|
|
|
632
|
Ameriprise
Minneapolis,
Minnesota
|
$1.49M
|
-$751K
|
-18,650
|
-33%
|
|
|
633
|
Maia Wealth
Denver,
Colorado
|
$1.47M
|
-$136K
|
-3,386
|
-8%
|
|
|
634
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.47M
|
+$4.07K
|
+101
|
+0.3%
|
|
|
635
|
Archer Investment Management
Austin,
Texas
|
$1.46M
|
-$26.1K
|
-647
|
-2%
|
|
|
636
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.46M
|
+$3.38K
|
+84
|
+0.2%
|
|
|
637
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$1.46M
|
-$46.3K
|
-1,150
|
-3%
|
|
|
638
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.46M
|
+$91.1K
|
+2,260
|
+6%
|
|
|
639
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$1.46M
|
-$64.1K
|
-1,591
|
-4%
|
|
|
640
|
Stone Summit Wealth
Miami,
Florida
|
$1.45M
|
-$40.1K
|
-995
|
-3%
|
|
|
641
|
Avise Financial Cooperative
Los Angeles,
California
|
$1.45M
|
+$1.5M
|
+37,210
|
New
|
|
|
642
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.44M
|
-$6.85K
|
-170
|
-0.5%
|
|
|
643
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
$1.44M
|
-$21.4K
|
-531
|
-1%
|
|
|
644
|
Avant Financial Advisors
Austin,
Texas
|
$1.44M
|
-$9.75K
|
-242
|
-0.6%
|
|
|
645
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$1.42M
|
+$7.9K
|
+196
|
+0.5%
|
|
|
646
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.41M
|
+$40
|
+1
|
+0%
|
|
|
647
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.41M
|
-$685K
|
-17,010
|
-32%
|
|
|
648
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.4M
|
+$726K
|
+18,012
|
+100%
|
|
|
649
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.39M
|
-$684K
|
-16,978
|
-32%
|
|
|
650
|
Brewster Financial Planning
Brooklyn,
New York
|
$1.39M
|
–
|
–
|
–
|
|
