|
551
|
Asset Dedication LLC
San Francisco,
California
|
$2.09M
|
-$287K
|
-1,399
|
-12%
|
|
|
552
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.08M
|
+$59.1K
|
+288
|
+3%
|
|
|
553
|
KeyBank National Association
Cleveland,
Ohio
|
$2.06M
|
-$297K
|
-1,447
|
-12%
|
|
|
554
|
Newton One Investments
Newark,
Delaware
|
$2.03M
|
+$20.1K
|
+98
|
+1%
|
|
|
555
|
Family Legacy Inc
Greenville,
South Carolina
|
$2.03M
|
-$5.95K
|
-29
|
-0.3%
|
|
|
556
|
Telos Capital Management
San Diego,
California
|
$2.03M
|
+$33.1K
|
+161
|
+2%
|
|
|
557
|
Gotham Asset Management
New York
|
$2.02M
|
–
|
–
|
–
|
|
|
558
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$2.01M
|
+$826K
|
+4,026
|
+66%
|
|
|
559
|
Argent Trust Co
Nashville,
Tennessee
|
$2.01M
|
+$9.44K
|
+46
|
+0.5%
|
|
|
560
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$2.01M
|
+$333K
|
+1,622
|
+19%
|
|
|
561
|
MB Generational Wealth
Spokane,
Washington
|
$2.01M
|
-$8.21K
|
-40
|
-0.4%
|
|
|
562
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$2M
|
+$2.07M
|
+10,069
|
New
|
|
|
563
|
TD Private Client Wealth
New York
|
$1.99M
|
+$151K
|
+737
|
+8%
|
|
|
564
|
BTC Capital Management
Des Moines,
Iowa
|
$1.98M
|
+$22.2K
|
+108
|
+1%
|
|
|
565
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1.98M
|
-$15K
|
-73
|
-0.7%
|
|
|
566
|
Anchor Pointe Wealth Management
Cape Girardeau,
Missouri
|
$1.98M
|
+$2.06M
|
+10,029
|
New
|
|
|
567
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.97M
|
-$7.39K
|
-36
|
-0.4%
|
|
|
568
|
Fiduciary Advisors Inc
St. Louis,
Missouri
|
$1.96M
|
+$2.03M
|
+9,905
|
New
|
|
|
569
|
Tranquility Partners
Brentwood,
Tennessee
|
$1.96M
|
-$16.4K
|
-80
|
-0.8%
|
|
|
570
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.94M
|
+$2.01M
|
+9,802
|
New
|
|
|
571
|
Kraft Asset Management
Nashville,
Tennessee
|
$1.93M
|
-$20.3K
|
-99
|
-1%
|
|
|
572
|
Wealthspan Partners
Davenport,
Iowa
|
$1.91M
|
-$71.4K
|
-348
|
-3%
|
|
|
573
|
Harbour Investments
Madison,
Wisconsin
|
$1.9M
|
-$37.6K
|
-183
|
-2%
|
|
|
574
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.9M
|
+$44.1K
|
+215
|
+2%
|
|
|
575
|
Curtis Advisory Group
Santa Barbara,
California
|
$1.9M
|
+$42.9K
|
+209
|
+2%
|
|
