|
1001
|
Belpointe Asset Management
Reno,
Nevada
|
$487K
|
-$6.05K
|
-55
|
-1%
|
|
|
1002
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$486K
|
–
|
–
|
–
|
|
|
1003
|
Opal Wealth Advisors
Jericho,
New York
|
$485K
|
+$27.5K
|
+250
|
+6%
|
|
|
1004
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$485K
|
+$334K
|
+3,040
|
+99%
|
|
|
1005
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$484K
|
–
|
–
|
–
|
|
|
1006
|
|
$483K
|
+$45.1K
|
+410
|
+11%
|
|
|
1007
|
ERn Financial LLC
Middleton,
Wisconsin
|
$480K
|
-$11K
|
-100
|
-2%
|
|
|
1008
|
Avantax Planning Partners
Dubuque,
Iowa
|
$479K
|
-$83.1K
|
-755
|
-15%
|
|
|
1009
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$479K
|
–
|
–
|
–
|
|
|
1010
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$478K
|
+$86.8K
|
+789
|
+23%
|
|
|
1011
|
Boston Family Office
Boston,
Massachusetts
|
$478K
|
-$24.8K
|
-225
|
-5%
|
|
|
1012
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$475K
|
-$5.17K
|
-47
|
-1%
|
|
|
1013
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$474K
|
+$124K
|
+1,127
|
+37%
|
|
|
1014
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$473K
|
–
|
–
|
–
|
|
|
1015
|
Smith, Moore & Co
Clayton,
Missouri
|
$473K
|
-$11K
|
-100
|
-2%
|
|
|
1016
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$472K
|
–
|
–
|
–
|
|
|
1017
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$472K
|
+$459K
|
+4,175
|
New
|
|
|
1018
|
Bartlett & Co
Cincinnati,
Ohio
|
$471K
|
-$10.8K
|
-98
|
-2%
|
|
|
1019
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$471K
|
-$10.8K
|
-98
|
-2%
|
|
|
1020
|
|
$470K
|
-$87.7K
|
-797
|
-16%
|
|
|
1021
|
Level Four Advisory Services
Dallas,
Texas
|
$466K
|
+$454K
|
+4,127
|
New
|
|
|
1022
|
Capstone Investment Advisors
New York
|
$466K
|
-$2.17M
|
-19,732
|
-83%
|
|
|
1023
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$463K
|
–
|
–
|
–
|
|
|
1024
|
Intellectus Partners
San Francisco,
California
|
$463K
|
–
|
–
|
–
|
|
|
1025
|
Steph & Co
Marinette,
Wisconsin
|
$463K
|
+$12.9K
|
+117
|
+3%
|
|
