|
1326
|
Tarbox Family Office
Newport Beach,
California
|
$607K
|
–
|
–
|
–
|
|
|
1327
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$607K
|
-$61.3K
|
-1,172
|
-10%
|
|
|
1328
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$606K
|
–
|
–
|
–
|
|
|
1329
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$604K
|
–
|
–
|
–
|
|
|
1330
|
Hancock Whitney
Gulfport,
Mississippi
|
$603K
|
–
|
–
|
–
|
|
|
1331
|
Institute for Wealth Management
Denver,
Colorado
|
$602K
|
+$314
|
+6
|
+0.1%
|
|
|
1332
|
CIC Wealth
Rockville,
Maryland
|
$600K
|
-$24.5K
|
-469
|
-4%
|
|
|
1333
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$599K
|
-$65.5K
|
-1,252
|
-11%
|
|
|
1334
|
Sivia Capital Partners
Mill Valley,
California
|
$597K
|
-$9.52K
|
-182
|
-2%
|
|
|
1335
|
Steph & Co
Marinette,
Wisconsin
|
$594K
|
–
|
–
|
–
|
|
|
1336
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$593K
|
+$281K
|
+5,363
|
+109%
|
|
|
1337
|
Everhart Financial Group
Dublin,
Ohio
|
$592K
|
+$101K
|
+1,922
|
+23%
|
|
|
1338
|
Quadcap Wealth Management
Frisco,
Texas
|
$591K
|
-$78.5K
|
-1,501
|
-13%
|
|
|
1339
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$590K
|
+$1.15K
|
+22
|
+0.2%
|
|
|
1340
|
Webster Bank
Waterbury,
Connecticut
|
$588K
|
+$10.6K
|
+202
|
+2%
|
|
|
1341
|
SouthState Corp
Winter Haven,
Florida
|
$588K
|
-$57.1K
|
-1,091
|
-10%
|
|
|
1342
|
Journey Strategic Wealth
Summit,
New Jersey
|
$587K
|
+$154K
|
+2,936
|
+41%
|
|
|
1343
|
Athena Investment Management
Orinda,
California
|
$585K
|
-$2.09K
|
-40
|
-0.4%
|
|
|
1344
|
Marshall Wace
London,
United Kingdom
|
$581K
|
-$43.3M
|
-828,468
|
-99%
|
|
|
1345
|
Appleton Partners
Boston,
Massachusetts
|
$581K
|
-$308K
|
-5,896
|
-37%
|
|
|
1346
|
Beaton Management Company
Haverhill,
Massachusetts
|
$580K
|
-$20.9K
|
-400
|
-4%
|
|
|
1347
|
PAR Capital Management
Boston,
Massachusetts
|
$580K
|
+$523K
|
+10,000
|
New
|
|
|
1348
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$579K
|
-$55.9K
|
-1,068
|
-10%
|
|
|
1349
|
Zuckerman Investment Group
Chicago,
Illinois
|
$578K
|
+$522K
|
+9,968
|
New
|
|
|
1350
|
Koshinski Asset Management
Decatur,
Illinois
|
$577K
|
+$521K
|
+9,963
|
New
|
|
