|
501
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$3.12M
|
–
|
–
|
–
|
|
|
502
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$3.1M
|
–
|
–
|
–
|
|
|
503
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$3.08M
|
+$83.4K
|
+728
|
+3%
|
|
|
504
|
Mainsail Asset Management
Birmingham,
Alabama
|
$3.08M
|
+$54.3K
|
+474
|
+2%
|
|
|
505
|
Perigon Wealth Management
San Francisco,
California
|
$3.08M
|
+$237K
|
+2,072
|
+9%
|
|
|
506
|
Keystone Financial Planning
Cleveland,
Ohio
|
$3.07M
|
-$176K
|
-1,534
|
-6%
|
|
|
507
|
Davidson Trust Company
Seattle,
Washington
|
$3.07M
|
-$125K
|
-1,091
|
-4%
|
|
|
508
|
Circle Wealth Management
Summit,
New Jersey
|
$3.06M
|
-$121K
|
-1,058
|
-4%
|
|
|
509
|
Choreo LLC
Rockford,
Illinois
|
$3.05M
|
+$89.7K
|
+783
|
+3%
|
|
|
510
|
Manchester Capital Management
Manchester,
Vermont
|
$3.04M
|
+$2.88M
|
+25,130
|
New
|
|
|
511
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$3.04M
|
+$2.87M
|
+25,089
|
New
|
|
|
512
|
Cambridge Capital Management
O'fallon,
Illinois
|
$3.03M
|
-$59.3K
|
-518
|
-2%
|
|
|
513
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$3.01M
|
+$4.47K
|
+39
|
+0.2%
|
|
|
514
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.99M
|
+$10.1K
|
+88
|
+0.4%
|
|
|
515
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$2.98M
|
+$26.4K
|
+230
|
+0.9%
|
|
|
516
|
MJP Associates
Farmington,
Connecticut
|
$2.96M
|
+$301K
|
+2,630
|
+12%
|
|
|
517
|
Forza Wealth Management
Sarasota,
Florida
|
$2.95M
|
-$112K
|
-980
|
-4%
|
|
|
518
|
Diversified Trust
Memphis,
Tennessee
|
$2.95M
|
+$930K
|
+8,116
|
+50%
|
|
|
519
|
Millennium Management
New York
|
$2.95M
|
+$2.79M
|
+24,348
|
New
|
|
|
520
|
IHT Wealth Management
Chicago,
Illinois
|
$2.92M
|
-$105K
|
-913
|
-4%
|
|
|
521
|
Sapient Capital
Indianapolis,
Indiana
|
$2.91M
|
+$103K
|
+898
|
+4%
|
|
|
522
|
SWS Partners
Columbus,
Ohio
|
$2.9M
|
-$131K
|
-1,147
|
-5%
|
|
|
523
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$2.89M
|
-$220K
|
-1,920
|
-7%
|
|
|
524
|
Graypoint LLC
Albany,
New York
|
$2.88M
|
-$45.4K
|
-396
|
-2%
|
|
|
525
|
German American Bancorp
Jasper,
Indiana
|
$2.88M
|
–
|
–
|
–
|
|
