|
351
|
Creekmur Asset Management
Morton,
Illinois
|
$1.58M
|
-$22K
|
-158
|
-1%
|
|
|
352
|
Lodestar Private Asset Management
Alamo,
California
|
$1.58M
|
-$45.9K
|
-329
|
-3%
|
|
|
353
|
Rebalance
Palo Alto,
California
|
$1.56M
|
+$9.63K
|
+69
|
+0.6%
|
|
|
354
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.56M
|
-$228K
|
-1,638
|
-13%
|
|
|
355
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$1.55M
|
+$8.51K
|
+61
|
+0.6%
|
|
|
356
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.52M
|
+$1.51M
|
+10,842
|
New
|
|
|
357
|
McNaughton Wealth Management
San Diego,
California
|
$1.51M
|
-$12.4K
|
-89
|
-0.8%
|
|
|
358
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.51M
|
-$40.5K
|
-290
|
-3%
|
|
|
359
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$1.5M
|
–
|
–
|
–
|
|
|
360
|
Cary Street Partners
Richmond,
Virginia
|
$1.5M
|
-$23.3K
|
-167
|
-2%
|
|
|
361
|
Ancora Advisors
Cleveland,
Ohio
|
$1.48M
|
+$2.23K
|
+16
|
+0.2%
|
|
|
362
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.47M
|
+$4.6K
|
+33
|
+0.3%
|
|
|
363
|
Tyche Wealth Partners
Plano,
Texas
|
$1.47M
|
-$4.88K
|
-35
|
-0.3%
|
|
|
364
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.47M
|
+$177K
|
+1,269
|
+14%
|
|
|
365
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$1.46M
|
-$27.9K
|
-200
|
-2%
|
|
|
366
|
Lion Street Advisors
Austin,
Texas
|
$1.45M
|
+$1.02M
|
+7,344
|
+166%
|
|
|
367
|
GLOBALT Investments
Atlanta,
Georgia
|
$1.44M
|
-$85.4K
|
-612
|
-6%
|
|
|
368
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.44M
|
+$976
|
+7
|
+0.1%
|
|
|
369
|
Donaldson Capital Management
Evansville,
Indiana
|
$1.43M
|
+$1.12K
|
+8
|
+0.1%
|
|
|
370
|
Pursue Wealth Partners
Clayton,
California
|
$1.42M
|
–
|
–
|
–
|
|
|
371
|
SVB Wealth
Boston,
Massachusetts
|
$1.42M
|
-$192K
|
-1,375
|
-12%
|
|
|
372
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$1.41M
|
-$6.56K
|
-47
|
-0.5%
|
|
|
373
|
Simplicity Wealth
Summit,
New Jersey
|
$1.41M
|
-$869K
|
-6,227
|
-38%
|
|
|
374
|
VeraBank
Henderson,
Texas
|
$1.39M
|
–
|
–
|
–
|
|
|
375
|
Hourglass Capital
Houston,
Texas
|
$1.39M
|
-$90.7K
|
-650
|
-6%
|
|
