|
926
|
Rebalance
Palo Alto,
California
|
$1.14M
|
+$36.3K
|
+428
|
+3%
|
|
|
927
|
Guardian Partners
Toronto,
Canada
|
$1.14M
|
+$10.6K
|
+125
|
+0.8%
|
|
|
928
|
Tarbox Family Office
Newport Beach,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
929
|
Klingman & Associates
New York
|
$1.13M
|
-$50.3K
|
-593
|
-4%
|
|
|
930
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$1.13M
|
-$138K
|
-1,630
|
-10%
|
|
|
931
|
Northcape Wealth Management
Williamsville,
New York
|
$1.13M
|
-$24.3K
|
-286
|
-2%
|
|
|
932
|
Andrews Advisory Associates
Honolulu,
Hawaii
|
$1.13M
|
-$29.9K
|
-352
|
-2%
|
|
|
933
|
May Hill Capital
Cohasset,
Massachusetts
|
$1.12M
|
+$59.4K
|
+700
|
+5%
|
|
|
934
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.11M
|
–
|
–
|
–
|
|
|
935
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1.11M
|
+$551K
|
+6,488
|
+79%
|
|
|
936
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.11M
|
-$679
|
-8
|
-0.1%
|
|
|
937
|
MBL Wealth
Charlotte,
North Carolina
|
$1.11M
|
+$34.4K
|
+405
|
+3%
|
|
|
938
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
$1.11M
|
+$159K
|
+1,871
|
+15%
|
|
|
939
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.1M
|
–
|
–
|
–
|
|
|
940
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$1.1M
|
+$173K
|
+2,036
|
+16%
|
|
|
941
|
First Bank & Trust
Brookings,
South Dakota
|
$1.1M
|
+$46.5K
|
+548
|
+4%
|
|
|
942
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$1.1M
|
+$58.9K
|
+694
|
+5%
|
|
|
943
|
PKS Advisory Services
Albany,
New York
|
$1.1M
|
+$1.23M
|
+14,508
|
New
|
|
|
944
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$1.1M
|
+$3.9K
|
+46
|
+0.3%
|
|
|
945
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$1.09M
|
+$70.5K
|
+830
|
+6%
|
|
|
946
|
R.M. Davis Inc
Portland,
Maine
|
$1.09M
|
+$137K
|
+1,618
|
+13%
|
|
|
947
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$1.09M
|
+$183K
|
+2,159
|
+18%
|
|
|
948
|
Holistic Planning
Nacogdoches,
Texas
|
$1.08M
|
-$1.06M
|
-12,541
|
-47%
|
|
|
949
|
Generation Capital Management
Pittsford,
New York
|
$1.08M
|
-$2.35M
|
-27,641
|
-66%
|
|
|
950
|
Keel Point
Huntsville,
Alabama
|
$1.07M
|
–
|
–
|
–
|
|
