|
401
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$924K
|
–
|
–
|
–
|
|
|
402
|
Rockland Trust
Hanover,
Massachusetts
|
$918K
|
-$43.4K
|
-498
|
-5%
|
|
|
403
|
AssetMark Inc
Concord,
California
|
$916K
|
-$900K
|
-10,328
|
-51%
|
|
|
404
|
Allstate Corporation
Northbrook,
Illinois
|
$916K
|
-$92.5K
|
-1,061
|
-10%
|
|
|
405
|
International Assets Investment Management
Orlando,
Florida
|
$916K
|
+$279K
|
+3,201
|
+48%
|
|
|
406
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$901K
|
+$6.8K
|
+78
|
+0.8%
|
|
|
407
|
Carret Asset Management
New York
|
$898K
|
–
|
–
|
–
|
|
|
408
|
Castellan Group
Louisville,
Kentucky
|
$898K
|
–
|
–
|
–
|
|
|
409
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$896K
|
-$34.9K
|
-400
|
-4%
|
|
|
410
|
Kesler Norman & Wride
Ogden,
Utah
|
$896K
|
+$105K
|
+1,200
|
+14%
|
|
|
411
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$893K
|
+$56.9K
|
+653
|
+7%
|
|
|
412
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$889K
|
–
|
–
|
–
|
|
|
413
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$883K
|
-$62.9K
|
-721
|
-7%
|
|
|
414
|
Spinnaker Trust
Portland,
Maine
|
$883K
|
-$22.4K
|
-257
|
-3%
|
|
|
415
|
Spire Wealth Management
Mclean,
Virginia
|
$881K
|
+$822K
|
+9,426
|
New
|
|
|
416
|
Resources Management Corp
West Hartford,
Connecticut
|
$879K
|
-$17.1K
|
-196
|
-2%
|
|
|
417
|
WNY Asset Management
Williamsville,
New York
|
$875K
|
+$262
|
+3
|
+0%
|
|
|
418
|
Dupont Capital Management
Wilmington,
Delaware
|
$874K
|
-$135K
|
-1,543
|
-14%
|
|
|
419
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$856K
|
+$6.63K
|
+76
|
+0.8%
|
|
|
420
|
Prospera Financial Services
Dallas,
Texas
|
$843K
|
-$45.1K
|
-517
|
-5%
|
|
|
421
|
Davenport & Co
Richmond,
Virginia
|
$839K
|
+$51.5K
|
+591
|
+7%
|
|
|
422
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$836K
|
-$332K
|
-3,805
|
-30%
|
|
|
423
|
World Asset Management
Detroit,
Michigan
|
$835K
|
-$28.8K
|
-330
|
-4%
|
|
|
424
|
Private Trust Company
Cleveland,
Ohio
|
$830K
|
-$81.4K
|
-934
|
-10%
|
|
|
425
|
Mission Wealth Management
Santa Barbara,
California
|
$824K
|
+$134K
|
+1,532
|
+21%
|
|
