|
551
|
|
$335K
|
-$165K
|
-1,950
|
-33%
|
|
|
552
|
Knowledge Leaders Capital
Denver,
Colorado
|
$335K
|
+$336K
|
+3,964
|
New
|
|
|
553
|
Caprock Group
Boise,
Idaho
|
$330K
|
+$331K
|
+3,903
|
New
|
|
|
554
|
Trivium Point Advisory
Westport,
Connecticut
|
$328K
|
+$328K
|
+3,873
|
New
|
|
|
555
|
Tortoise Investment Management
White Plains,
New York
|
$325K
|
-$212K
|
-2,500
|
-39%
|
|
|
556
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$324K
|
-$1.48M
|
-17,415
|
-82%
|
|
|
557
|
DeDora Capital
Napa,
California
|
$319K
|
-$1.19K
|
-14
|
-0.4%
|
|
|
558
|
Bangor Savings Bank
Bangor,
Maine
|
$317K
|
-$6.78K
|
-80
|
-2%
|
|
|
559
|
|
$316K
|
-$11K
|
-130
|
-3%
|
|
|
560
|
Western Wealth Management
Golden,
Colorado
|
$315K
|
-$400K
|
-4,722
|
-56%
|
|
|
561
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$315K
|
–
|
–
|
–
|
|
|
562
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$315K
|
–
|
–
|
–
|
|
|
563
|
Donaldson Capital Management
Evansville,
Indiana
|
$315K
|
+$316K
|
+3,727
|
New
|
|
|
564
|
Lutz Financial Services
Omaha,
Nebraska
|
$314K
|
-$21.7K
|
-256
|
-6%
|
|
|
565
|
Fidelity Investments
Boston,
Massachusetts
|
$312K
|
-$80.2K
|
-947
|
-20%
|
|
|
566
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$310K
|
-$38.6K
|
-456
|
-11%
|
|
|
567
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$308K
|
–
|
–
|
–
|
|
|
568
|
Busey Bank
Urbana,
Illinois
|
$307K
|
–
|
–
|
–
|
|
|
569
|
TCF National Bank
Sioux Falls,
South Dakota
|
$305K
|
+$305K
|
+3,601
|
New
|
|
|
570
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$300K
|
-$12.4K
|
-146
|
-4%
|
|
|
571
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$299K
|
+$299K
|
+3,528
|
New
|
|
|
572
|
Weatherly Asset Management
Del Mar,
California
|
$297K
|
–
|
–
|
–
|
|
|
573
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$296K
|
+$31.8K
|
+375
|
+12%
|
|
|
574
|
Modera Wealth Management
Westwood,
New Jersey
|
$287K
|
–
|
–
|
–
|
|
|
575
|
LGL Partners
Philadelphia,
Pennsylvania
|
$287K
|
+$1.86K
|
+22
|
+0.7%
|
|
