|
1051
|
Asset Dedication LLC
San Francisco,
California
|
$535K
|
–
|
–
|
–
|
|
|
1052
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$534K
|
+$7.34K
|
+35
|
+1%
|
|
|
1053
|
Cadia Private Client
Parsippany,
New Jersey
|
$532K
|
-$2.16M
|
-10,316
|
-81%
|
|
|
1054
|
Daybright Advisory Services
Miami,
Florida
|
$532K
|
+$79.5K
|
+379
|
+19%
|
|
|
1055
|
CIBC World Market
Toronto,
Ontario, Canada
|
$530K
|
+$30K
|
+143
|
+6%
|
|
|
1056
|
Key Financial Inc
West Chester,
Pennsylvania
|
$529K
|
–
|
–
|
–
|
|
|
1057
|
Krilogy Financial
St. Louis,
Missouri
|
$524K
|
+$12.6K
|
+60
|
+3%
|
|
|
1058
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$523K
|
+$42.6K
|
+203
|
+9%
|
|
|
1059
|
Clune & Associates
Chicago,
Illinois
|
$520K
|
+$497K
|
+2,372
|
New
|
|
|
1060
|
Integrity Financial
Cheyenne,
Wyoming
|
$520K
|
+$210
|
+1
|
+0%
|
|
|
1061
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$519K
|
+$839
|
+4
|
+0.2%
|
|
|
1062
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$519K
|
-$471K
|
-2,247
|
-49%
|
|
|
1063
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$519K
|
–
|
–
|
–
|
|
|
1064
|
R2 Capital Strategies
Lincoln,
Nebraska
|
$519K
|
+$496K
|
+2,364
|
New
|
|
|
1065
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$517K
|
–
|
–
|
–
|
|
|
1066
|
AMG Asset Management Group
Cartersville,
Georgia
|
$516K
|
+$210
|
+1
|
+0%
|
|
|
1067
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$514K
|
+$210
|
+1
|
+0%
|
|
|
1068
|
Portfolio Resources Advisor Group
Coral Gables,
Florida
|
$513K
|
-$2.66M
|
-12,688
|
-84%
|
|
|
1069
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$511K
|
+$4.82K
|
+23
|
+1%
|
|
|
1070
|
Busey Bank
Urbana,
Illinois
|
$511K
|
–
|
–
|
–
|
|
|
1071
|
Williams Jones Wealth Management
New York
|
$511K
|
+$105K
|
+500
|
+27%
|
|
|
1072
|
VisionPoint Advisory Group
Dallas,
Texas
|
$509K
|
+$101K
|
+483
|
+26%
|
|
|
1073
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$509K
|
+$419
|
+2
|
+0.1%
|
|
|
1074
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$507K
|
-$263K
|
-1,252
|
-35%
|
|
|
1075
|
SFMG Wealth Advisors
Plano,
Texas
|
$507K
|
-$12.6K
|
-60
|
-3%
|
|
