|
801
|
Inlet Private Wealth
Jupiter,
Florida
|
$615K
|
–
|
–
|
–
|
|
|
802
|
SFMG Wealth Advisors
Plano,
Texas
|
$614K
|
-$61.8K
|
-387
|
-9%
|
|
|
803
|
Retirement Capital Strategies
San Jose,
California
|
$612K
|
–
|
–
|
–
|
|
|
804
|
Essex Savings Bank
Essex,
Connecticut
|
$612K
|
+$86.8K
|
+543
|
+18%
|
|
|
805
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$609K
|
+$639
|
+4
|
+0.1%
|
|
|
806
|
Sunflower Bank
Dallas,
Texas
|
$605K
|
-$24.9K
|
-156
|
-4%
|
|
|
807
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$605K
|
–
|
–
|
–
|
|
|
808
|
Jupiter Asset Management
London,
United Kingdom
|
$603K
|
+$24K
|
+150
|
+4%
|
|
|
809
|
Park National Corp
Newark,
Ohio
|
$594K
|
-$16K
|
-100
|
-2%
|
|
|
810
|
Geneos Wealth Management
Englewood,
Colorado
|
$588K
|
-$31.5K
|
-197
|
-5%
|
|
|
811
|
Archer Investment Corporation
Carmel,
Indiana
|
$587K
|
–
|
–
|
–
|
|
|
812
|
Longfellow Investment Management
Boston,
Massachusetts
|
$586K
|
–
|
–
|
–
|
|
|
813
|
|
$585K
|
–
|
–
|
–
|
|
|
814
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$585K
|
+$107K
|
+670
|
+21%
|
|
|
815
|
Belpointe Asset Management
Reno,
Nevada
|
$583K
|
+$55K
|
+344
|
+10%
|
|
|
816
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$577K
|
-$9.43K
|
-59
|
-2%
|
|
|
817
|
AssetMark Inc
Concord,
California
|
$570K
|
+$31K
|
+194
|
+5%
|
|
|
818
|
M&R Capital Management
Summit,
New Jersey
|
$567K
|
+$347K
|
+2,170
|
+133%
|
|
|
819
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$561K
|
-$223K
|
-1,394
|
-27%
|
|
|
820
|
Dillon & Associates
Jackson,
Michigan
|
$559K
|
+$17.3K
|
+108
|
+3%
|
|
|
821
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$558K
|
-$17.3K
|
-108
|
-3%
|
|
|
822
|
Great Diamond Partners
Portland,
Maine
|
$558K
|
+$25.9K
|
+162
|
+5%
|
|
|
823
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$556K
|
+$35.2K
|
+220
|
+6%
|
|
|
824
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$555K
|
–
|
–
|
–
|
|
|
825
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$551K
|
-$83.3K
|
-521
|
-12%
|
|
