|
776
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$2.95M
|
+$142K
|
+2,949
|
+5%
|
|
|
777
|
Collective Family Office
York,
Pennsylvania
|
$2.95M
|
-$796K
|
-16,550
|
-21%
|
|
|
778
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$2.94M
|
-$237K
|
-4,927
|
-7%
|
|
|
779
|
Brighton Jones LLC
Seattle,
Washington
|
$2.92M
|
-$15.6K
|
-325
|
-0.5%
|
|
|
780
|
Von Berge Wealth Management Group
San Diego,
California
|
$2.92M
|
+$331K
|
+6,884
|
+12%
|
|
|
781
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.89M
|
-$39K
|
-811
|
-1%
|
|
|
782
|
Mayport LLC
Newton,
Massachusetts
|
$2.87M
|
+$460K
|
+9,565
|
+18%
|
|
|
783
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$2.87M
|
-$374K
|
-7,774
|
-11%
|
|
|
784
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$2.86M
|
-$445K
|
-9,245
|
-13%
|
|
|
785
|
Community Bank
Dewitt,
New York
|
$2.85M
|
-$184K
|
-3,818
|
-6%
|
|
|
786
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.85M
|
+$540K
|
+11,219
|
+22%
|
|
|
787
|
Oxford Financial Group
Carmel,
Indiana
|
$2.84M
|
-$302K
|
-6,285
|
-9%
|
|
|
788
|
Diversified Trust
Memphis,
Tennessee
|
$2.84M
|
-$3.07M
|
-63,870
|
-51%
|
|
|
789
|
Financial Life Advisors
San Antonio,
Texas
|
$2.83M
|
+$1.35M
|
+28,096
|
+84%
|
|
|
790
|
Level Financial Advisors
East Amherst,
New York
|
$2.83M
|
-$19.7K
|
-409
|
-0.7%
|
|
|
791
|
Aureus Asset Management
Boston,
Massachusetts
|
$2.82M
|
+$133K
|
+2,761
|
+5%
|
|
|
792
|
GAM Holding
Zurich,
Switzerland
|
$2.82M
|
–
|
–
|
–
|
|
|
793
|
Welch & Forbes
Boston,
Massachusetts
|
$2.82M
|
-$235K
|
-4,882
|
-7%
|
|
|
794
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$2.81M
|
+$152K
|
+3,161
|
+5%
|
|
|
795
|
Wade Financial Advisory
Campbell,
California
|
$2.8M
|
+$783K
|
+16,282
|
+37%
|
|
|
796
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$2.78M
|
-$24.9K
|
-517
|
-0.9%
|
|
|
797
|
Trevian Wealth Management
Weston,
Massachusetts
|
$2.76M
|
+$474K
|
+9,859
|
+20%
|
|
|
798
|
Burney Company
Reston,
Virginia
|
$2.76M
|
-$180K
|
-3,746
|
-6%
|
|
|
799
|
AssetMark Inc
Concord,
California
|
$2.76M
|
-$173K
|
-3,595
|
-6%
|
|
|
800
|
First Bancorp
Damariscotta,
Maine
|
$2.75M
|
+$53K
|
+1,102
|
+2%
|
|
