|
551
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$350K
|
+$368K
|
+3,400
|
New
|
|
|
552
|
Institute for Wealth Management
Denver,
Colorado
|
$335K
|
-$78.2K
|
-722
|
-18%
|
|
|
553
|
Spire Wealth Management
Mclean,
Virginia
|
$333K
|
-$914K
|
-8,440
|
-72%
|
|
|
554
|
Beam Wealth Advisors
Covington,
Louisiana
|
$331K
|
+$84K
|
+776
|
+32%
|
|
|
555
|
Alpha Paradigm Partners
Chicago,
Illinois
|
$324K
|
+$341K
|
+3,153
|
New
|
|
|
556
|
GSA Capital Partners
London,
United Kingdom
|
$322K
|
-$93.7K
|
-866
|
-22%
|
|
|
557
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$322K
|
+$70K
|
+647
|
+26%
|
|
|
558
|
Bison Wealth
Atlanta,
Georgia
|
$320K
|
+$6.71K
|
+62
|
+2%
|
|
|
559
|
Kestra Private Wealth Services
Austin,
Texas
|
$314K
|
+$330K
|
+3,049
|
New
|
|
|
560
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$313K
|
-$560K
|
-5,171
|
-63%
|
|
|
561
|
TwinBeech Capital
Purchase,
New York
|
$313K
|
-$73.9K
|
-683
|
-18%
|
|
|
562
|
Tocqueville Asset Management
New York
|
$313K
|
-$758
|
-7
|
-0.2%
|
|
|
563
|
Integrated Advisors Network
Dallas,
Texas
|
$311K
|
+$7.04K
|
+65
|
+2%
|
|
|
564
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$311K
|
+$17.5K
|
+162
|
+6%
|
|
|
565
|
AssetMark Inc
Concord,
California
|
$310K
|
+$200K
|
+1,847
|
+158%
|
|
|
566
|
Cresset Asset Management
Chicago,
Illinois
|
$304K
|
-$30.4K
|
-281
|
-9%
|
|
|
567
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$304K
|
–
|
–
|
–
|
|
|
568
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$302K
|
+$34.7K
|
+321
|
+12%
|
|
|
569
|
Bangor Savings Bank
Bangor,
Maine
|
$299K
|
+$37K
|
+342
|
+13%
|
|
|
570
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$298K
|
+$758
|
+7
|
+0.2%
|
|
|
571
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$297K
|
–
|
–
|
–
|
|
|
572
|
Conning Inc
Hartford,
Connecticut
|
$296K
|
-$32.8K
|
-303
|
-10%
|
|
|
573
|
Gilbert & Cook
West Des Moines,
Iowa
|
$295K
|
+$6.82K
|
+63
|
+2%
|
|
|
574
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$293K
|
+$244K
|
+2,250
|
+374%
|
|
|
575
|
Procyon Advisors
Shelton,
Connecticut
|
$289K
|
-$19.5K
|
-180
|
-6%
|
|
