|
701
|
Washington Trust
Westerly,
Rhode Island
|
$233K
|
–
|
–
|
–
|
|
|
702
|
Fidelis Capital Partners
Tampa,
Florida
|
$232K
|
+$181K
|
+524
|
New
|
|
|
703
|
City State Bank
Norwalk,
Iowa
|
$232K
|
–
|
–
|
–
|
|
|
704
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$232K
|
+$200K
|
+580
|
New
|
|
|
705
|
TCFG Wealth Management
Laguna Niguel,
California
|
$230K
|
+$199K
|
+576
|
New
|
|
|
706
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$227K
|
+$198K
|
+574
|
New
|
|
|
707
|
Harbour Investments
Madison,
Wisconsin
|
$223K
|
+$2.76K
|
+8
|
+1%
|
|
|
708
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$221K
|
+$283K
|
+821
|
New
|
|
|
709
|
44 Wealth Management
Eugene,
Oregon
|
$221K
|
+$172K
|
+500
|
New
|
|
|
710
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$221K
|
–
|
–
|
–
|
|
|
711
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$221K
|
+$190K
|
+552
|
New
|
|
|
712
|
Clearstead Advisors
Cleveland,
Ohio
|
$220K
|
-$13.8K
|
-40
|
-7%
|
|
|
713
|
Hilltop Holdings
Dallas,
Texas
|
$220K
|
+$190K
|
+551
|
New
|
|
|
714
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
715
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$219K
|
+$6.89K
|
+20
|
+4%
|
|
|
716
|
Hilltop National Bank
Casper,
Wyoming
|
$217K
|
-$42.4K
|
-123
|
-18%
|
|
|
717
|
Financial Management Network
Mission Viejo,
California
|
$211K
|
+$172K
|
+500
|
New
|
|
|
718
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$210K
|
+$181K
|
+525
|
New
|
|
|
719
|
Patron Partners
Houston,
Texas
|
$209K
|
+$181K
|
+524
|
New
|
|
|
720
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$209K
|
+$181K
|
+525
|
New
|
|
|
721
|
Petrus Trust Company
Dallas,
Texas
|
$206K
|
-$238K
|
-689
|
-57%
|
|
|
722
|
Caldwell Trust
Venice,
Florida
|
$205K
|
+$167K
|
+485
|
+1,672%
|
|
|
723
|
Belpointe Asset Management
Reno,
Nevada
|
$205K
|
+$176K
|
+511
|
+25,550%
|
|
|
724
|
Rice Partnership
Honolulu,
Hawaii
|
$201K
|
+$173K
|
+502
|
New
|
|
|
725
|
Ritholtz Wealth Management
New York
|
$201K
|
+$173K
|
+502
|
New
|
|
