|
351
|
Asset Dedication LLC
San Francisco,
California
|
$256K
|
–
|
–
|
–
|
|
|
352
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$254K
|
–
|
–
|
–
|
|
|
353
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$251K
|
-$13.3K
|
-216
|
-5%
|
|
|
354
|
Belpointe Asset Management
Reno,
Nevada
|
$250K
|
-$71.9K
|
-1,170
|
-23%
|
|
|
355
|
Private Trust Company
Cleveland,
Ohio
|
$248K
|
+$55.9K
|
+910
|
+30%
|
|
|
356
|
Pinnacle Associates
New York
|
$245K
|
–
|
–
|
–
|
|
|
357
|
Meitav Investment House
Bene-Beraq,
Israel
|
$243K
|
-$85.4K
|
-1,390
|
-27%
|
|
|
358
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$241K
|
–
|
–
|
–
|
|
|
359
|
Fountainhead AM
Warren,
New Jersey
|
$241K
|
+$237K
|
+3,864
|
New
|
|
|
360
|
FirstPurpose Wealth
Orem,
Utah
|
$240K
|
+$236K
|
+3,846
|
New
|
|
|
361
|
Zevin Asset Management
Boston,
Massachusetts
|
$237K
|
-$18.4K
|
-300
|
-7%
|
|
|
362
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$237K
|
-$2.83K
|
-46
|
-1%
|
|
|
363
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$236K
|
–
|
–
|
–
|
|
|
364
|
Independent Financial Group
San Diego,
California
|
$234K
|
+$9.22K
|
+150
|
+4%
|
|
|
365
|
Bigelow Investment Advisors
Portland,
Maine
|
$233K
|
–
|
–
|
–
|
|
|
366
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$230K
|
–
|
–
|
–
|
|
|
367
|
Waterfront Wealth
Overland Park,
Kansas
|
$228K
|
–
|
–
|
–
|
|
|
368
|
Delta Investment Management
San Francisco,
California
|
$225K
|
+$221K
|
+3,604
|
New
|
|
|
369
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$224K
|
+$221K
|
+3,595
|
New
|
|
|
370
|
Wallace Advisory Group
Lafayette,
California
|
$223K
|
+$1.11K
|
+18
|
+0.5%
|
|
|
371
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$223K
|
–
|
–
|
–
|
|
|
372
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$222K
|
-$114K
|
-1,859
|
-34%
|
|
|
373
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$218K
|
-$14.9K
|
-243
|
-6%
|
|
|
374
|
Lion Street Advisors
Austin,
Texas
|
$216K
|
+$213K
|
+3,458
|
New
|
|
|
375
|
World Equity Group
Schaumburg,
Illinois
|
$215K
|
+$34.8K
|
+567
|
New
|
|
