|
526
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$17.2M
|
-$456K
|
-1,670
|
-3%
|
|
|
527
|
Stokes Family Office
New Orleans,
Louisiana
|
$17.2M
|
-$1.64K
|
-6
|
-0%
|
|
|
528
|
Peterson Wealth Advisors
Orem,
Utah
|
$17.2M
|
-$823K
|
-3,019
|
-5%
|
|
|
529
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$17.1M
|
-$651K
|
-2,385
|
-4%
|
|
|
530
|
BWM Planning
The Woodlands,
Texas
|
$17.1M
|
+$16.5M
|
+60,370
|
New
|
|
|
531
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$17.1M
|
-$45.3K
|
-166
|
-0.3%
|
|
|
532
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$17M
|
-$860K
|
-3,154
|
-5%
|
|
|
533
|
MontVue Capital Management
Lynchburg,
Virginia
|
$17M
|
-$441K
|
-1,616
|
-3%
|
|
|
534
|
Seven Post Investment Office
San Francisco,
California
|
$17M
|
+$27.5K
|
+101
|
+0.2%
|
|
|
535
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$16.8M
|
-$16.1M
|
-58,929
|
-50%
|
|
|
536
|
Portland Global Advisors
Portland,
Maine
|
$16.7M
|
-$169K
|
-620
|
-1%
|
|
|
537
|
Allspring Global Investments
Charlotte,
North Carolina
|
$16.7M
|
+$9.51M
|
+34,870
|
+144%
|
|
|
538
|
Symmetry Partners
Glastonbury,
Connecticut
|
$16.7M
|
-$74.2M
|
-272,009
|
-82%
|
|
|
539
|
Glenview Trust
Louisville,
Kentucky
|
$16.6M
|
-$28.1K
|
-103
|
-0.2%
|
|
|
540
|
Avion Wealth
The Woodlands,
Texas
|
$16.6M
|
-$866K
|
-3,174
|
-5%
|
|
|
541
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$16.5M
|
+$3.02M
|
+11,054
|
+23%
|
|
|
542
|
Long Island Wealth Management
Melville,
New York
|
$16.5M
|
+$35.7K
|
+131
|
+0.2%
|
|
|
543
|
Aspen Grove Capital
Avon,
Colorado
|
$16.5M
|
+$324K
|
+1,189
|
+2%
|
|
|
544
|
Westside Investment Management
Santa Monica,
California
|
$16.4M
|
+$587K
|
+2,151
|
+4%
|
|
|
545
|
Coastline Trust
Providence,
Rhode Island
|
$16.4M
|
-$185K
|
-680
|
-1%
|
|
|
546
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$16.4M
|
+$750K
|
+2,748
|
+5%
|
|
|
547
|
R.M. Davis Inc
Portland,
Maine
|
$16.4M
|
-$901K
|
-3,302
|
-5%
|
|
|
548
|
AA Financial Advisors
Columbus,
Ohio
|
$16.3M
|
+$2.48M
|
+9,097
|
+19%
|
|
|
549
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$16.2M
|
-$64.4K
|
-236
|
-0.4%
|
|
|
550
|
WealthPLAN Partners
Omaha,
Nebraska
|
$16.2M
|
-$22.2M
|
-81,401
|
-59%
|
|
