|
551
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$300K
|
+$287K
|
+6,955
|
New
|
|
|
552
|
Hills Bank & Trust
North Liberty,
Iowa
|
$299K
|
+$114K
|
+2,753
|
+66%
|
|
|
553
|
Lido Advisors
Los Angeles,
California
|
$298K
|
+$80.8K
|
+1,957
|
+40%
|
|
|
554
|
Concord Wealth Partners
Abingdon,
Virginia
|
$293K
|
+$18.7K
|
+453
|
+7%
|
|
|
555
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$290K
|
-$146K
|
-3,540
|
-35%
|
|
|
556
|
SEI Investments
Oaks,
Pennsylvania
|
$289K
|
+$41.9K
|
+1,015
|
+18%
|
|
|
557
|
Belpointe Asset Management
Reno,
Nevada
|
$286K
|
-$90.6K
|
-2,193
|
-25%
|
|
|
558
|
Mission Creek Capital Partners
San Francisco,
California
|
$284K
|
+$8.3K
|
+201
|
+3%
|
|
|
559
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$282K
|
-$67.8K
|
-1,641
|
-20%
|
|
|
560
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$277K
|
–
|
–
|
–
|
|
|
561
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$276K
|
-$1.44M
|
-34,819
|
-85%
|
|
|
562
|
Simplicity Wealth
Summit,
New Jersey
|
$276K
|
+$263K
|
+6,380
|
New
|
|
|
563
|
Advisory Services Network
Atlanta,
Georgia
|
$276K
|
+$6.28K
|
+152
|
+2%
|
|
|
564
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$275K
|
+$909
|
+22
|
+0.3%
|
|
|
565
|
HBW Advisory Services
Simi Valley,
California
|
$272K
|
+$260K
|
+6,302
|
New
|
|
|
566
|
DGS Capital Management
Jersey City,
New Jersey
|
$271K
|
+$7.35K
|
+178
|
+3%
|
|
|
567
|
Essex Savings Bank
Essex,
Connecticut
|
$271K
|
-$69K
|
-1,670
|
-21%
|
|
|
568
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$267K
|
+$6.86K
|
+166
|
+3%
|
|
|
569
|
Berkeley Inc
Boise,
Idaho
|
$264K
|
–
|
–
|
–
|
|
|
570
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$260K
|
-$372
|
-9
|
-0.1%
|
|
|
571
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$259K
|
+$248K
|
+6,003
|
New
|
|
|
572
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$255K
|
+$244K
|
+5,900
|
New
|
|
|
573
|
Pathstone Family Office
Englewood,
New Jersey
|
$251K
|
–
|
–
|
–
|
|
|
574
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$250K
|
-$5.04K
|
-122
|
-2%
|
|
|
575
|
Fiduciary Group
Savannah,
Georgia
|
$250K
|
-$2.27K
|
-55
|
-0.9%
|
|
