|
501
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$693K
|
+$98.8K
|
+968
|
+18%
|
|
|
502
|
Oxler Private Wealth
Rye Brook,
New York
|
$687K
|
+$646K
|
+6,330
|
New
|
|
|
503
|
Teza Capital Management
Chicago,
Illinois
|
$683K
|
+$245K
|
+2,402
|
+62%
|
|
|
504
|
Rockefeller Capital Management
New York
|
$673K
|
+$10.1K
|
+99
|
+2%
|
|
|
505
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$667K
|
–
|
–
|
–
|
|
|
506
|
M&R Capital Management
Summit,
New Jersey
|
$666K
|
-$79.8K
|
-782
|
-11%
|
|
|
507
|
Frontier Wealth Management
Kansas City,
Missouri
|
$662K
|
+$81.9K
|
+802
|
+15%
|
|
|
508
|
Pitcairn
Conshohocken,
Pennsylvania
|
$658K
|
-$9.09K
|
-89
|
-1%
|
|
|
509
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$657K
|
-$8.37K
|
-82
|
-1%
|
|
|
510
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$650K
|
–
|
–
|
–
|
|
|
511
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$650K
|
–
|
–
|
–
|
|
|
512
|
Altium Wealth Management
Purchase,
New York
|
$649K
|
-$8.06K
|
-79
|
-1%
|
|
|
513
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$649K
|
–
|
–
|
–
|
|
|
514
|
Longfellow Investment Management
Boston,
Massachusetts
|
$648K
|
+$609K
|
+5,968
|
New
|
|
|
515
|
Ballentine Partners
Waltham,
Massachusetts
|
$646K
|
-$137K
|
-1,344
|
-18%
|
|
|
516
|
SouthState Corp
Winter Haven,
Florida
|
$640K
|
-$176K
|
-1,723
|
-23%
|
|
|
517
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$638K
|
+$2.55K
|
+25
|
+0.4%
|
|
|
518
|
Platform Technology Partners
New York
|
$637K
|
-$3.37K
|
-33
|
-0.6%
|
|
|
519
|
Altavista Wealth Management
Asheville,
North Carolina
|
$634K
|
–
|
–
|
–
|
|
|
520
|
Citizens Financial Group
Providence,
Rhode Island
|
$631K
|
-$29.3K
|
-287
|
-5%
|
|
|
521
|
GoalVest Advisory
New York
|
$626K
|
+$589K
|
+5,767
|
New
|
|
|
522
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$624K
|
-$57.7K
|
-565
|
-9%
|
|
|
523
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$621K
|
–
|
–
|
–
|
|
|
524
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$617K
|
–
|
–
|
–
|
|
|
525
|
Mission Creek Capital Partners
San Francisco,
California
|
$613K
|
+$87.9K
|
+861
|
+18%
|
|
