|
476
|
CreativeOne Wealth
Overland Park,
Kansas
|
$220K
|
-$189K
|
-4,222
|
-45%
|
|
|
477
|
Zhang Financial
Portage,
Michigan
|
$219K
|
–
|
–
|
–
|
|
|
478
|
Wealthedge Investment Advisors
New York
|
$218K
|
+$228K
|
+5,110
|
New
|
|
|
479
|
Forum Finance Group
Geneva,
|
$217K
|
–
|
–
|
–
|
|
|
480
|
Xponance
Philadelphia,
Pennsylvania
|
$217K
|
+$23.8K
|
+532
|
+12%
|
|
|
481
|
|
$215K
|
+$218K
|
+4,884
|
New
|
|
|
482
|
Lazard Asset Management
New York
|
$213K
|
-$258K
|
-5,783
|
-54%
|
|
|
483
|
Grove Bank & Trust
Miami,
Florida
|
$213K
|
-$1.34K
|
-30
|
-0.6%
|
|
|
484
|
DLD Asset Management
New York
|
$213K
|
+$223K
|
+5,000
|
New
|
|
|
485
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$213K
|
–
|
–
|
–
|
|
|
486
|
PDS Planning
Dublin,
Ohio
|
$212K
|
-$70.7K
|
-1,582
|
-24%
|
|
|
487
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$212K
|
+$7.11K
|
+159
|
+3%
|
|
|
488
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$212K
|
+$222K
|
+4,967
|
New
|
|
|
489
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$211K
|
-$14K
|
-313
|
-6%
|
|
|
490
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$205K
|
+$214K
|
+4,797
|
New
|
|
|
491
|
Bridgewater Advisors
New York
|
$205K
|
-$65.5K
|
-1,466
|
-24%
|
|
|
492
|
Intrua Financial
Houston,
Texas
|
$204K
|
+$20.5K
|
+458
|
+11%
|
|
|
493
|
TownSquare Capital
Provo,
Utah
|
$202K
|
+$212K
|
+4,744
|
New
|
|
|
494
|
Coldstream Capital Management
Bellevue,
Washington
|
$202K
|
-$93.5K
|
-2,093
|
-31%
|
|
|
495
|
NIA Impact Advisors
Berkeley,
California
|
$201K
|
+$211K
|
+4,723
|
New
|
|
|
496
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$201K
|
+$210K
|
+4,703
|
New
|
|
|
497
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$198K
|
-$91K
|
-2,036
|
-31%
|
|
|
498
|
Geneos Wealth Management
Englewood,
Colorado
|
$190K
|
-$494K
|
-11,048
|
-71%
|
|
|
499
|
GAMMA Investing
Foster City,
California
|
$183K
|
-$4.78K
|
-107
|
-2%
|
|
|
500
|
CVA Family Office
Denver,
Colorado
|
$179K
|
–
|
–
|
–
|
|
