|
1301
|
Cadence Bank
Tupelo,
Mississippi
|
$6.44M
|
+$20.7K
|
+218
|
+0.3%
|
|
|
1302
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$6.42M
|
+$82.9K
|
+872
|
+1%
|
|
|
1303
|
|
$6.4M
|
+$57K
|
+600
|
+0.8%
|
|
|
1304
|
Concentric Wealth Management
Lafayette,
California
|
$6.38M
|
+$92.8K
|
+977
|
+1%
|
|
|
1305
|
Congress Park Capital
Saratoga Springs,
New York
|
$6.36M
|
+$411K
|
+4,320
|
+6%
|
|
|
1306
|
Summit X LLC
Chesterfield,
Missouri
|
$6.32M
|
-$5.37M
|
-56,518
|
-95%
|
|
|
1307
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$6.32M
|
+$510K
|
+5,363
|
+8%
|
|
|
1308
|
Patient Capital Management
Baltimore,
Maryland
|
$6.28M
|
–
|
–
|
–
|
|
|
1309
|
Lynch Asset Management
Yardley,
Pennsylvania
|
$6.26M
|
-$166K
|
-1,750
|
-2%
|
|
|
1310
|
|
$6.26M
|
+$6.74M
|
+70,896
|
New
|
|
|
1311
|
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
|
$6.25M
|
+$6.73M
|
+70,832
|
New
|
|
|
1312
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$6.22M
|
-$503K
|
-5,297
|
-7%
|
|
|
1313
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$6.22M
|
-$189K
|
-1,989
|
-3%
|
|
|
1314
|
Appleton Partners
Boston,
Massachusetts
|
$6.18M
|
-$96.5K
|
-1,015
|
-1%
|
|
|
1315
|
Tompkins Financial
Ithaca,
New York
|
$6.17M
|
-$148K
|
-1,560
|
-2%
|
|
|
1316
|
Wealthspire Advisors (New York)
New York
|
$6.15M
|
+$1.81M
|
+19,003
|
+38%
|
|
|
1317
|
Menlo Advisors
Menlo Park,
California
|
$6.15M
|
–
|
–
|
–
|
|
|
1318
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$6.14M
|
+$6.62M
|
+69,623
|
New
|
|
|
1319
|
Duncker Streett & Co
St. Louis,
Missouri
|
$6.13M
|
-$958K
|
-10,080
|
-13%
|
|
|
1320
|
Seaview Investment Managers
Miami,
Florida
|
$6.12M
|
-$2.74M
|
-28,873
|
-29%
|
|
|
1321
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$6.12M
|
+$73.6K
|
+774
|
+1%
|
|
|
1322
|
Decatur Capital Management
Decatur,
Georgia
|
$6.11M
|
–
|
–
|
–
|
|
|
1323
|
Family Capital Trust
Peabody,
Massachusetts
|
$6.09M
|
-$760
|
-8
|
-0%
|
|
|
1324
|
Nine Masts Capital
Central,
Hong Kong
|
$6.07M
|
-$63.7M
|
-670,645
|
-91%
|
|
|
1325
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$6.07M
|
+$20.7K
|
+218
|
+0.3%
|
|
