|
551
|
Asset Dedication LLC
San Francisco,
California
|
$230K
|
–
|
–
|
–
|
|
|
552
|
Sensible Money
Scottsdale,
Arizona
|
$230K
|
–
|
–
|
–
|
|
|
553
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$229K
|
-$82.3K
|
-1,399
|
-28%
|
|
|
554
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$229K
|
+$215K
|
+3,648
|
New
|
|
|
555
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$224K
|
–
|
–
|
–
|
|
|
556
|
Empirical Wealth Management
Seattle,
Washington
|
$223K
|
-$47.5K
|
-808
|
-19%
|
|
|
557
|
Power Wealth Management
Alpharetta,
Georgia
|
$223K
|
–
|
–
|
–
|
|
|
558
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$222K
|
+$153K
|
+2,605
|
+277%
|
|
|
559
|
Kestra Investment Management
Austin,
Texas
|
$221K
|
+$207K
|
+3,517
|
New
|
|
|
560
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$220K
|
-$43.6K
|
-741
|
-17%
|
|
|
561
|
|
$220K
|
+$529
|
+9
|
+0.3%
|
|
|
562
|
Atomi Financial Group
New York
|
$217K
|
+$203K
|
+3,460
|
New
|
|
|
563
|
Dash Acquisitions
Woodland Hills,
California
|
$206K
|
+$188K
|
+3,199
|
New
|
|
|
564
|
Keebeck Wealth Management
Chicago,
Illinois
|
$204K
|
+$191K
|
+3,250
|
New
|
|
|
565
|
Forum Private Client Group
Fishers,
Indiana
|
$202K
|
-$12.1K
|
-205
|
-6%
|
|
|
566
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$202K
|
+$189K
|
+3,215
|
New
|
|
|
567
|
GDS Wealth Management
Flower Mound,
Texas
|
$200K
|
+$188K
|
+3,193
|
New
|
|
|
568
|
CoreCap Advisors
Southfield,
Michigan
|
$194K
|
-$2.06K
|
-35
|
-1%
|
|
|
569
|
Crewe Advisors
Salt Lake City,
Utah
|
$189K
|
+$134K
|
+2,271
|
+304%
|
|
|
570
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$189K
|
–
|
–
|
–
|
|
|
571
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$189K
|
-$6.47K
|
-110
|
-4%
|
|
|
572
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$184K
|
-$882
|
-15
|
-0.5%
|
|
|
573
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$176K
|
–
|
–
|
–
|
|
|
574
|
Financial Management Professionals
Austin,
Texas
|
$172K
|
+$161K
|
+2,734
|
New
|
|
|
575
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$156K
|
–
|
–
|
–
|
|
