|
826
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$730K
|
+$141K
|
+3,595
|
+23%
|
|
|
827
|
Global Endowment Management
Charlotte,
North Carolina
|
$729K
|
–
|
–
|
–
|
|
|
828
|
Chevy Chase Trust
Bethesda,
Maryland
|
$728K
|
-$702K
|
-17,949
|
-49%
|
|
|
829
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$725K
|
+$54.4K
|
+1,391
|
+8%
|
|
|
830
|
TD Private Client Wealth
New York
|
$724K
|
+$119K
|
+3,044
|
+19%
|
|
|
831
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$724K
|
+$286K
|
+7,325
|
+63%
|
|
|
832
|
Avantax Planning Partners
Dubuque,
Iowa
|
$722K
|
-$6.64K
|
-170
|
-0.9%
|
|
|
833
|
Intrua Financial
Houston,
Texas
|
$721K
|
+$24.1K
|
+617
|
+3%
|
|
|
834
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$718K
|
-$12.9K
|
-330
|
-2%
|
|
|
835
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$709K
|
-$464K
|
-11,870
|
-39%
|
|
|
836
|
Allred Capital Management
Dallas,
Texas
|
$709K
|
+$22.6K
|
+577
|
+3%
|
|
|
837
|
Calton & Associates
Tampa,
Florida
|
$708K
|
-$966K
|
-24,717
|
-57%
|
|
|
838
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$703K
|
+$27.2K
|
+696
|
+4%
|
|
|
839
|
WorthPointe
La Jolla,
California
|
$702K
|
-$1.62M
|
-41,525
|
-69%
|
|
|
840
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$702K
|
+$23.5K
|
+600
|
+3%
|
|
|
841
|
Cypress Capital
Franklin,
Tennessee
|
$702K
|
+$64.1K
|
+1,641
|
+10%
|
|
|
842
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$699K
|
–
|
–
|
–
|
|
|
843
|
Sterneck Capital Management
Kansas City,
Missouri
|
$695K
|
-$49.1K
|
-1,255
|
-6%
|
|
|
844
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$694K
|
+$95.6K
|
+2,446
|
+16%
|
|
|
845
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$689K
|
+$821
|
+21
|
+0.1%
|
|
|
846
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$688K
|
-$476K
|
-12,179
|
-40%
|
|
|
847
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$685K
|
+$339K
|
+8,676
|
+93%
|
|
|
848
|
ICA Group Wealth Management
Denver,
Colorado
|
$684K
|
+$764K
|
+19,558
|
New
|
|
|
849
|
Intersect Capital
San Ramon,
California
|
$681K
|
+$43.2K
|
+1,106
|
+7%
|
|
|
850
|
MKT Advisors
Escondido,
California
|
$678K
|
+$96.4K
|
+2,467
|
+14%
|
|
