|
676
|
Insight Wealth Strategies
San Ramon,
California
|
$4.34M
|
+$1.66M
|
+8,001
|
+72%
|
|
|
677
|
Longbow Finance
Lutry,
Switzerland
|
$4.33M
|
+$3.95M
|
+19,037
|
New
|
|
|
678
|
Univest Financial
Souderton,
Pennsylvania
|
$4.3M
|
-$536K
|
-2,587
|
-12%
|
|
|
679
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$4.3M
|
-$340K
|
-1,638
|
-8%
|
|
|
680
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$4.29M
|
+$304K
|
+1,465
|
+8%
|
|
|
681
|
Courier Capital
Buffalo,
New York
|
$4.29M
|
-$8.29K
|
-40
|
-0.2%
|
|
|
682
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$4.28M
|
+$3.9M
|
+18,807
|
New
|
|
|
683
|
Hodges Capital Management
Dallas,
Texas
|
$4.28M
|
-$632K
|
-3,050
|
-14%
|
|
|
684
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.25M
|
-$48.3K
|
-233
|
-1%
|
|
|
685
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.24M
|
+$653K
|
+3,151
|
+20%
|
|
|
686
|
Olstein Capital Management
Purchase,
New York
|
$4.21M
|
-$2.59M
|
-12,500
|
-40%
|
|
|
687
|
Buckhead Capital Management
Atlanta,
Georgia
|
$4.2M
|
-$20.1K
|
-97
|
-0.5%
|
|
|
688
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$4.17M
|
+$292K
|
+1,407
|
+9%
|
|
|
689
|
Everence Capital Management
Goshen,
Indiana
|
$4.16M
|
–
|
–
|
–
|
|
|
690
|
Park National Corp
Newark,
Ohio
|
$4.16M
|
-$216K
|
-1,040
|
-5%
|
|
|
691
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$4.14M
|
+$52.3K
|
+252
|
+1%
|
|
|
692
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$4.13M
|
-$16K
|
-77
|
-0.4%
|
|
|
693
|
|
$4.12M
|
-$6.22K
|
-30
|
-0.2%
|
|
|
694
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$4.12M
|
-$506K
|
-2,440
|
-12%
|
|
|
695
|
Mount Vernon Associates
Baltimore,
Maryland
|
$4.12M
|
-$11.4K
|
-55
|
-0.3%
|
|
|
696
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$4.11M
|
+$2.8M
|
+13,489
|
+296%
|
|
|
697
|
Pacifica Capital Investments
Leander,
Texas
|
$4.1M
|
–
|
–
|
–
|
|
|
698
|
Connectus Wealth
Cincinnati,
Ohio
|
$4.1M
|
-$208K
|
-1,003
|
-5%
|
|
|
699
|
WP Advisors
San Francisco,
California
|
$4.09M
|
-$53.7K
|
-259
|
-1%
|
|
|
700
|
Glenview Trust
Louisville,
Kentucky
|
$4.09M
|
+$92.9K
|
+448
|
+3%
|
|
