|
801
|
R.W. Roge & Company
Bohemia,
New York
|
$209K
|
–
|
–
|
–
|
|
|
802
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$209K
|
+$19.4K
|
+259
|
+10%
|
|
|
803
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$208K
|
+$9.29K
|
+124
|
+5%
|
|
|
804
|
Perigon Wealth Management
San Francisco,
California
|
$207K
|
-$599
|
-8
|
-0.3%
|
|
|
805
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$206K
|
-$45K
|
-600
|
-18%
|
|
|
806
|
Atomi Financial Group
New York
|
$205K
|
-$32.8K
|
-438
|
-14%
|
|
|
807
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$205K
|
–
|
–
|
–
|
|
|
808
|
Bank of Hawaii
Honolulu,
Hawaii
|
$203K
|
–
|
–
|
–
|
|
|
809
|
Great Diamond Partners
Portland,
Maine
|
$203K
|
+$7.19K
|
+96
|
+4%
|
|
|
810
|
SS&H Financial Advisors
Troy,
Michigan
|
$202K
|
–
|
–
|
–
|
|
|
811
|
North Star Asset Management
Neenah,
Wisconsin
|
$202K
|
-$18.1K
|
-242
|
-8%
|
|
|
812
|
Wealthspire Advisors (New York)
New York
|
$200K
|
+$5.09K
|
+68
|
+3%
|
|
|
813
|
North Star Investment Management
Chicago,
Illinois
|
$198K
|
–
|
–
|
–
|
|
|
814
|
NBT Bank
Norwich,
New York
|
$196K
|
-$52.8K
|
-705
|
-21%
|
|
|
815
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$183K
|
–
|
–
|
–
|
|
|
816
|
First Horizon Advisors
Memphis,
Tennessee
|
$182K
|
+$54.4K
|
+726
|
+43%
|
|
|
817
|
|
$179K
|
-$142K
|
-1,896
|
-44%
|
|
|
818
|
Chilton Capital Management
Houston,
Texas
|
$179K
|
-$24.3K
|
-324
|
-12%
|
|
|
819
|
Geneos Wealth Management
Englewood,
Colorado
|
$157K
|
+$30.8K
|
+411
|
+25%
|
|
|
820
|
Asset Dedication LLC
San Francisco,
California
|
$156K
|
–
|
–
|
–
|
|
|
821
|
Blue Trust Inc
Alpharetta,
Georgia
|
$155K
|
+$37.2K
|
+497
|
+32%
|
|
|
822
|
Delta Asset Management
Memphis,
Tennessee
|
$155K
|
–
|
–
|
–
|
|
|
823
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$152K
|
–
|
–
|
–
|
|
|
824
|
MCF Advisors
Covington,
Kentucky
|
$149K
|
+$974
|
+13
|
+0.7%
|
|
|
825
|
Global Retirement Partners
San Rafael,
California
|
$146K
|
+$144K
|
+1,923
|
New
|
|
