|
801
|
TrueWealth LLC
Atlanta,
Georgia
|
$105K
|
+$102K
|
+910
|
New
|
|
|
802
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$105K
|
+$103K
|
+914
|
New
|
|
|
803
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$104K
|
–
|
–
|
–
|
|
|
804
|
Royal Fund Management
Lady Lake,
Florida
|
$103K
|
+$16.1K
|
+143
|
+19%
|
|
|
805
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$102K
|
–
|
–
|
–
|
|
|
806
|
Tarbox Family Office
Newport Beach,
California
|
$94K
|
+$61.6K
|
+549
|
+206%
|
|
|
807
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$93K
|
+$17.7K
|
+158
|
+24%
|
|
|
808
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$92K
|
–
|
–
|
–
|
|
|
809
|
First Personal Financial Services
Charlotte,
North Carolina
|
$86K
|
-$63.7K
|
-567
|
-43%
|
|
|
810
|
TCI Wealth Advisors
Tucson,
Arizona
|
$83K
|
+$35K
|
+312
|
+75%
|
|
|
811
|
Farmers National Bank
Danville,
Kentucky
|
$83K
|
+$80.6K
|
+718
|
New
|
|
|
812
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$81K
|
+$9.99K
|
+89
|
+15%
|
|
|
813
|
|
$79K
|
–
|
–
|
–
|
|
|
814
|
Barrett Asset Management
New York
|
$79K
|
+$54.9K
|
+489
|
+245%
|
|
|
815
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$73K
|
-$2.25K
|
-20
|
-3%
|
|
|
816
|
City Holding Co
Charleston,
West Virginia
|
$72K
|
–
|
–
|
–
|
|
|
817
|
Perigon Wealth Management
San Francisco,
California
|
$72K
|
+$12.3K
|
+110
|
+21%
|
|
|
818
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$70K
|
-$9.65K
|
-86
|
-12%
|
|
|
819
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$70K
|
-$5.5K
|
-49
|
-7%
|
|
|
820
|
Central Bank & Trust
Lexington,
Kentucky
|
$69K
|
-$13K
|
-116
|
-16%
|
|
|
821
|
Highlander Capital Management
Short Hills,
New Jersey
|
$69K
|
-$11.2K
|
-100
|
-14%
|
|
|
822
|
Monetary Management Group
St Louis,
Missouri
|
$69K
|
–
|
–
|
–
|
|
|
823
|
Sonora Investment Management
Tucson,
Arizona
|
$68.2K
|
+$4.27K
|
+38
|
+7%
|
|
|
824
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$65K
|
+$2.02K
|
+18
|
+3%
|
|
|
825
|
M&R Capital Management
Summit,
New Jersey
|
$64K
|
+$5.95K
|
+53
|
+10%
|
|
