|
676
|
Balanced Wealth Group
Westlake,
Ohio
|
$801K
|
+$720K
|
+3,552
|
New
|
|
|
677
|
GLOBALT Investments
Atlanta,
Georgia
|
$797K
|
+$717K
|
+3,536
|
New
|
|
|
678
|
Western Financial Corp
San Diego,
California
|
$794K
|
-$1.42K
|
-7
|
-0.2%
|
|
|
679
|
Kendall Capital Management
Rockville,
Maryland
|
$784K
|
+$129K
|
+638
|
+22%
|
|
|
680
|
InTrack Investment Management
South Burlington,
Vermont
|
$784K
|
-$91.8K
|
-453
|
-12%
|
|
|
681
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$784K
|
+$410K
|
+2,024
|
+139%
|
|
|
682
|
Ramirez Asset Management
New York
|
$783K
|
-$271K
|
-1,336
|
-28%
|
|
|
683
|
Merlin Capital
Newport,
Rhode Island
|
$779K
|
+$2.23K
|
+11
|
+0.3%
|
|
|
684
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$774K
|
+$15.4K
|
+76
|
+2%
|
|
|
685
|
Ascent Group
Virginia Beach,
Virginia
|
$774K
|
-$52.1K
|
-257
|
-8%
|
|
|
686
|
LRT Capital Management
Austin,
Texas
|
$773K
|
-$1.09M
|
-5,365
|
-61%
|
|
|
687
|
Avity Investment Management
Greenwich,
Connecticut
|
$772K
|
-$26.4K
|
-130
|
-4%
|
|
|
688
|
|
$772K
|
–
|
–
|
–
|
|
|
689
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$766K
|
+$608
|
+3
|
+0.1%
|
|
|
690
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$766K
|
-$16.8K
|
-83
|
-2%
|
|
|
691
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$761K
|
+$684K
|
+3,373
|
New
|
|
|
692
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$759K
|
–
|
–
|
–
|
|
|
693
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$757K
|
+$681K
|
+3,358
|
New
|
|
|
694
|
Physicians Financial Services
Raleigh,
North Carolina
|
$755K
|
–
|
–
|
–
|
|
|
695
|
Freedom Investment Management
Hartford,
Connecticut
|
$754K
|
+$31.8K
|
+157
|
+5%
|
|
|
696
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$751K
|
–
|
–
|
–
|
|
|
697
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$748K
|
+$1.82K
|
+9
|
+0.3%
|
|
|
698
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$747K
|
+$14.6K
|
+72
|
+2%
|
|
|
699
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$745K
|
-$10.1K
|
-50
|
-1%
|
|
|
700
|
KeyBank National Association
Cleveland,
Ohio
|
$744K
|
-$70.3K
|
-347
|
-10%
|
|
