|
926
|
Asset Dedication LLC
San Francisco,
California
|
$60K
|
–
|
–
|
–
|
|
|
927
|
Icon Wealth Partners
Houston,
Texas
|
$60K
|
+$57.7K
|
+389
|
New
|
|
|
928
|
Krilogy Financial
St. Louis,
Missouri
|
$59K
|
-$31.3K
|
-211
|
-36%
|
|
|
929
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$59K
|
+$74.6K
|
+503
|
New
|
|
|
930
|
AssetMark Inc
Concord,
California
|
$57K
|
+$32.5K
|
+219
|
+144%
|
|
|
931
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$56K
|
-$146K
|
-985
|
-73%
|
|
|
932
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$56K
|
-$119K
|
-802
|
-69%
|
|
|
933
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$56K
|
+$51.9K
|
+350
|
New
|
|
|
934
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$56K
|
+$53.6K
|
+361
|
New
|
|
|
935
|
New Capital Management
Houston,
Texas
|
$55K
|
–
|
–
|
–
|
|
|
936
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$55K
|
+$11K
|
+74
|
+27%
|
|
|
937
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$54K
|
+$48.8K
|
+329
|
+1,495%
|
|
|
938
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$52K
|
–
|
–
|
–
|
|
|
939
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$52K
|
+$49.7K
|
+335
|
New
|
|
|
940
|
Paulson Wealth Management
Wheaton,
Illinois
|
$51K
|
+$49K
|
+330
|
New
|
|
|
941
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$46K
|
–
|
–
|
–
|
|
|
942
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$46K
|
–
|
–
|
–
|
|
|
943
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$46K
|
+$44.4K
|
+299
|
New
|
|
|
944
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$44K
|
–
|
–
|
–
|
|
|
945
|
Community Bank
Dewitt,
New York
|
$44K
|
+$35.9K
|
+242
|
+605%
|
|
|
946
|
Clearstead Trust
Portland,
Maine
|
$43K
|
-$475K
|
-3,200
|
-92%
|
|
|
947
|
Kaizen Advisory
Wheaton,
Illinois
|
$43K
|
+$41.7K
|
+281
|
New
|
|
|
948
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$42K
|
+$39.9K
|
+269
|
New
|
|
|
949
|
Private Ocean
San Rafael,
California
|
$40K
|
+$4.45K
|
+30
|
+13%
|
|
|
950
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$38K
|
–
|
–
|
–
|
|
