|
526
|
|
$1.05M
|
–
|
–
|
–
|
|
|
527
|
Acropolis Investment Management
St. Louis,
Missouri
|
$1.04M
|
–
|
–
|
–
|
|
|
528
|
Simplicity Wealth
Summit,
New Jersey
|
$1.04M
|
+$456K
|
+4,230
|
+80%
|
|
|
529
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.03M
|
+$8.62K
|
+80
|
+0.8%
|
|
|
530
|
Sincerus Advisory
New York
|
$1.02M
|
-$130K
|
-1,202
|
-11%
|
|
|
531
|
Lido Advisors
Los Angeles,
California
|
$1.02M
|
-$139K
|
-1,292
|
-12%
|
|
|
532
|
Wealth Alliance
Mellville,
New York
|
$998K
|
-$15.7K
|
-146
|
-2%
|
|
|
533
|
Bellecapital
Zurich,
Switzerland
|
$997K
|
–
|
–
|
–
|
|
|
534
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$995K
|
+$986K
|
+9,150
|
New
|
|
|
535
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$992K
|
-$176K
|
-1,632
|
-15%
|
|
|
536
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$984K
|
+$182K
|
+1,693
|
+23%
|
|
|
537
|
Eastern Bank
Boston,
Massachusetts
|
$983K
|
-$69.3K
|
-643
|
-7%
|
|
|
538
|
Innealta Capital
Austin,
Texas
|
$978K
|
-$3.17M
|
-29,455
|
-77%
|
|
|
539
|
David J. Yvars Group
University Park,
Florida
|
$977K
|
+$84.3K
|
+782
|
+10%
|
|
|
540
|
Life Planning Partners
Jacksonville,
Florida
|
$973K
|
+$77.8K
|
+722
|
+9%
|
|
|
541
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$970K
|
-$69.5K
|
-645
|
-7%
|
|
|
542
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$967K
|
-$111K
|
-1,026
|
-10%
|
|
|
543
|
Global Assets Advisory
Orlando,
Florida
|
$967K
|
+$762K
|
+7,075
|
+361%
|
|
|
544
|
Alteri Wealth
Westlake Village,
California
|
$966K
|
+$728K
|
+6,761
|
+318%
|
|
|
545
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$961K
|
+$57K
|
+529
|
+6%
|
|
|
546
|
Waverly Advisors
Birmingham,
Alabama
|
$957K
|
-$4.63K
|
-43
|
-0.5%
|
|
|
547
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$950K
|
-$77.6K
|
-720
|
-8%
|
|
|
548
|
Montecito Bank & Trust
Santa Barbara,
California
|
$949K
|
+$539
|
+5
|
+0.1%
|
|
|
549
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$940K
|
+$31.7K
|
+294
|
+4%
|
|
|
550
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$938K
|
+$154K
|
+1,425
|
+20%
|
|
