|
551
|
Howland Capital Management
Boston,
Massachusetts
|
$413K
|
–
|
–
|
–
|
|
|
552
|
Kaizen Financial Strategies
Campbell,
California
|
$411K
|
+$407K
|
+4,227
|
New
|
|
|
553
|
First Merchants Corp
Muncie,
Indiana
|
$410K
|
+$180K
|
+1,873
|
+80%
|
|
|
554
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$400K
|
-$40.9K
|
-424
|
-9%
|
|
|
555
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$394K
|
+$2.79K
|
+29
|
+0.7%
|
|
|
556
|
F3Logic
Burnsville,
Minnesota
|
$392K
|
+$41.7K
|
+433
|
+12%
|
|
|
557
|
Private Wealth Partners
Mill Valley,
California
|
$389K
|
+$385K
|
+4,000
|
New
|
|
|
558
|
Financial Life Advisors
San Antonio,
Texas
|
$383K
|
–
|
–
|
–
|
|
|
559
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$382K
|
–
|
–
|
–
|
|
|
560
|
Resource Management
Metairie,
Louisiana
|
$378K
|
+$375K
|
+3,891
|
New
|
|
|
561
|
Argent Trust Co
Nashville,
Tennessee
|
$377K
|
+$157K
|
+1,630
|
+72%
|
|
|
562
|
Gould Asset Management
Claremont,
California
|
$376K
|
-$2.41K
|
-25
|
-0.6%
|
|
|
563
|
Northeast Investment Management
Boston,
Massachusetts
|
$376K
|
+$100K
|
+1,040
|
+37%
|
|
|
564
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$375K
|
–
|
–
|
–
|
|
|
565
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$373K
|
-$15.1K
|
-157
|
-4%
|
|
|
566
|
Elevated Capital Advisors
Sandy,
Utah
|
$372K
|
+$28.1K
|
+292
|
+8%
|
|
|
567
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$371K
|
+$368K
|
+3,816
|
New
|
|
|
568
|
Evercore Wealth Management
New York
|
$370K
|
+$7.13K
|
+74
|
+2%
|
|
|
569
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$369K
|
+$366K
|
+3,796
|
New
|
|
|
570
|
Boston Family Office
Boston,
Massachusetts
|
$367K
|
+$364K
|
+3,779
|
New
|
|
|
571
|
Wealthcare Capital Management
Richmond,
Virginia
|
$365K
|
–
|
–
|
–
|
|
|
572
|
Archford Capital Strategies
Swansea,
Illinois
|
$363K
|
–
|
–
|
–
|
|
|
573
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$358K
|
–
|
–
|
–
|
|
|
574
|
Frontier Wealth Management
Kansas City,
Missouri
|
$356K
|
-$311K
|
-3,228
|
-47%
|
|
|
575
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$352K
|
+$43.2K
|
+448
|
+14%
|
|
