|
351
|
Diversified Trust
Memphis,
Tennessee
|
$563K
|
+$3.94K
|
+41
|
+0.7%
|
|
|
352
|
Waypoint Wealth Partners
Mill Valley,
California
|
$549K
|
-$20.3K
|
-211
|
-4%
|
|
|
353
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$549K
|
+$543K
|
+5,644
|
New
|
|
|
354
|
|
$546K
|
-$33.2K
|
-345
|
-6%
|
|
|
355
|
Bison Wealth
Atlanta,
Georgia
|
$546K
|
-$13.9K
|
-145
|
-3%
|
|
|
356
|
Kore Private Wealth
New York
|
$546K
|
+$41.9K
|
+436
|
+8%
|
|
|
357
|
CreativeOne Wealth
Overland Park,
Kansas
|
$539K
|
+$532K
|
+5,536
|
New
|
|
|
358
|
|
$535K
|
+$529K
|
+5,500
|
New
|
|
|
359
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$529K
|
-$8.17K
|
-85
|
-2%
|
|
|
360
|
PrairieView Partners
St. Paul,
Minnesota
|
$528K
|
-$35.5K
|
-369
|
-6%
|
|
|
361
|
Redmond Asset Management
Henrico,
Virginia
|
$528K
|
-$1.92K
|
-20
|
-0.4%
|
|
|
362
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$528K
|
+$3.56K
|
+37
|
+0.7%
|
|
|
363
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$527K
|
+$501K
|
+5,207
|
New
|
|
|
364
|
Avantax Planning Partners
Dubuque,
Iowa
|
$525K
|
–
|
–
|
–
|
|
|
365
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$520K
|
-$113K
|
-1,178
|
-18%
|
|
|
366
|
Lutz Financial Services
Omaha,
Nebraska
|
$520K
|
-$19.7K
|
-205
|
-4%
|
|
|
367
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$520K
|
+$513K
|
+5,340
|
New
|
|
|
368
|
Tocqueville Asset Management
New York
|
$516K
|
-$67.3K
|
-700
|
-12%
|
|
|
369
|
Cerity Partners OCIO
New York
|
$513K
|
-$19.3K
|
-201
|
-4%
|
|
|
370
|
Prospera Financial Services
Dallas,
Texas
|
$509K
|
+$284K
|
+2,954
|
+129%
|
|
|
371
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$507K
|
+$41.7K
|
+434
|
+9%
|
|
|
372
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$506K
|
-$272K
|
-2,824
|
-35%
|
|
|
373
|
Relative Value Partners Group
|
$503K
|
–
|
–
|
–
|
|
|
374
|
Donor Advised Charitable Giving
San Francisco,
California
|
$500K
|
+$1.35K
|
+14
|
+0.3%
|
|
|
375
|
NewEdge Advisors
New Orleans,
Louisiana
|
$470K
|
+$222K
|
+2,310
|
+92%
|
|
