|
526
|
Perigon Wealth Management
San Francisco,
California
|
$10.5M
|
+$174K
|
+651
|
+2%
|
|
|
527
|
Vest Financial
Mclean,
Virginia
|
$10.5M
|
+$474K
|
+1,769
|
+5%
|
|
|
528
|
Roundview Capital
Princeton,
New Jersey
|
$10.4M
|
+$227K
|
+849
|
+2%
|
|
|
529
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.4M
|
+$5.1M
|
+19,051
|
+105%
|
|
|
530
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$10.4M
|
–
|
–
|
–
|
|
|
531
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$10.4M
|
+$83.1K
|
+310
|
+0.8%
|
|
|
532
|
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
$10.3M
|
+$9.88M
|
+36,875
|
New
|
|
|
533
|
Leavell Investment Management
Mobile,
Alabama
|
$10.3M
|
-$655K
|
-2,445
|
-6%
|
|
|
534
|
Adell Harriman & Carpenter
Houston,
Texas
|
$10.3M
|
-$230K
|
-859
|
-2%
|
|
|
535
|
Birmingham Capital Management
Birmingham,
Alabama
|
$10.2M
|
-$141K
|
-525
|
-1%
|
|
|
536
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$10.2M
|
-$257K
|
-960
|
-3%
|
|
|
537
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$10.1M
|
-$136K
|
-508
|
-1%
|
|
|
538
|
Jacobs & Co
San Francisco,
California
|
$10.1M
|
-$450K
|
-1,680
|
-4%
|
|
|
539
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$10.1M
|
-$214K
|
-798
|
-2%
|
|
|
540
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.1M
|
+$1.84M
|
+6,854
|
+23%
|
|
|
541
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$10.1M
|
-$513K
|
-1,915
|
-5%
|
|
|
542
|
Rice Partnership
Honolulu,
Hawaii
|
$10.1M
|
+$170K
|
+635
|
+2%
|
|
|
543
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$10M
|
+$1.15M
|
+4,276
|
+14%
|
|
|
544
|
Atwater Malick
Lancaster,
Pennsylvania
|
$10M
|
+$92.4K
|
+345
|
+1%
|
|
|
545
|
RWA Wealth Partners
Newton,
Massachusetts
|
$9.98M
|
+$252K
|
+941
|
+3%
|
|
|
546
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.9M
|
+$4.18M
|
+15,606
|
+79%
|
|
|
547
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9.9M
|
+$6.39M
|
+23,834
|
+206%
|
|
|
548
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$9.9M
|
+$9.02M
|
+33,675
|
+1,945%
|
|
|
549
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$9.82M
|
-$713K
|
-2,660
|
-7%
|
|
|
550
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$9.8M
|
+$9.39M
|
+35,035
|
New
|
|
