|
476
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.02M
|
–
|
–
|
–
|
|
|
477
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.02M
|
-$130K
|
-1,039
|
-12%
|
|
|
478
|
LCM Capital Management
Chicago,
Illinois
|
$1.01M
|
-$1.37K
|
-11
|
-0.1%
|
|
|
479
|
First Trust Investment Solutions
Naples,
Florida
|
$1.01M
|
+$961K
|
+7,700
|
New
|
|
|
480
|
|
$992K
|
-$1.37K
|
-11
|
-0.1%
|
|
|
481
|
|
$992K
|
+$195K
|
+1,563
|
+26%
|
|
|
482
|
Cambridge Trust
Cambridge,
Massachusetts
|
$986K
|
–
|
–
|
–
|
|
|
483
|
HoyleCohen
San Diego,
California
|
$980K
|
–
|
–
|
–
|
|
|
484
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$980K
|
–
|
–
|
–
|
|
|
485
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$976K
|
-$4.74K
|
-38
|
-0.5%
|
|
|
486
|
CFM Wealth Partners
Austin,
Texas
|
$961K
|
+$107K
|
+859
|
+13%
|
|
|
487
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$958K
|
-$8.24K
|
-66
|
-0.9%
|
|
|
488
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$956K
|
+$57.4K
|
+460
|
+7%
|
|
|
489
|
Brighton Jones LLC
Seattle,
Washington
|
$951K
|
+$399K
|
+3,197
|
+78%
|
|
|
490
|
Oppenheimer & Co
New York
|
$946K
|
-$257K
|
-2,062
|
-22%
|
|
|
491
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$942K
|
+$5.99K
|
+48
|
+0.7%
|
|
|
492
|
GLOBALT Investments
Atlanta,
Georgia
|
$931K
|
+$889K
|
+7,125
|
New
|
|
|
493
|
Meyer Handelman Company
Rye Brook,
New York
|
$920K
|
-$406K
|
-3,250
|
-32%
|
|
|
494
|
SignatureFD
Atlanta,
Georgia
|
$919K
|
-$50.7K
|
-406
|
-5%
|
|
|
495
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$918K
|
+$669K
|
+5,361
|
+322%
|
|
|
496
|
Appleton Partners
Boston,
Massachusetts
|
$911K
|
-$13.4K
|
-107
|
-2%
|
|
|
497
|
Fayez Sarofim & Co
Houston,
Texas
|
$909K
|
–
|
–
|
–
|
|
|
498
|
Biltmore Family Office
Charlotte,
North Carolina
|
$907K
|
–
|
–
|
–
|
|
|
499
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$901K
|
–
|
–
|
–
|
|
|
500
|
FJ Investments
Salt Lake City,
Utah
|
$898K
|
+$858K
|
+6,874
|
New
|
|
