|
876
|
Union Heritage Capital
Bloomfield Hills,
Michigan
|
$255K
|
+$236K
|
+6,060
|
New
|
|
|
877
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$253K
|
–
|
–
|
–
|
|
|
878
|
West Oak Capital
Westlake Village,
California
|
$253K
|
-$25.3K
|
-650
|
-10%
|
|
|
879
|
|
$253K
|
–
|
–
|
–
|
|
|
880
|
Systematic Financial Management
Teaneck,
New Jersey
|
$253K
|
–
|
–
|
–
|
|
|
881
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$252K
|
+$37.4K
|
+962
|
+19%
|
|
|
882
|
Levin Capital Strategies
New York
|
$252K
|
+$232K
|
+5,972
|
New
|
|
|
883
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$250K
|
-$179K
|
-4,605
|
-44%
|
|
|
884
|
Legacy Bridge
West Des Moines,
Iowa
|
$250K
|
-$3.69K
|
-95
|
-2%
|
|
|
885
|
Choreo LLC
Rockford,
Illinois
|
$250K
|
–
|
–
|
–
|
|
|
886
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$249K
|
-$5.33K
|
-137
|
-2%
|
|
|
887
|
Members Trust
Tampa,
Florida
|
$247K
|
-$4.59K
|
-118
|
-2%
|
|
|
888
|
Leavell Investment Management
Mobile,
Alabama
|
$247K
|
-$3.89K
|
-100
|
-2%
|
|
|
889
|
Baxter Bros Inc
Riverside,
Connecticut
|
$245K
|
-$20.4K
|
-525
|
-8%
|
|
|
890
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$243K
|
–
|
–
|
–
|
|
|
891
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$243K
|
+$82.7K
|
+2,127
|
+59%
|
|
|
892
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$241K
|
+$583
|
+15
|
+0.3%
|
|
|
893
|
Telemus Capital
Southfield,
Michigan
|
$241K
|
+$7.66K
|
+197
|
+4%
|
|
|
894
|
Enlightenment Research
Miami,
Florida
|
$241K
|
+$222K
|
+5,700
|
New
|
|
|
895
|
Avantax Planning Partners
Dubuque,
Iowa
|
$240K
|
-$2.76K
|
-71
|
-1%
|
|
|
896
|
Avity Investment Management
Greenwich,
Connecticut
|
$240K
|
–
|
–
|
–
|
|
|
897
|
WMS Partners
Towson,
Maryland
|
$238K
|
-$38K
|
-977
|
-15%
|
|
|
898
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$238K
|
-$19.6K
|
-504
|
-8%
|
|
|
899
|
SlateStone Wealth
Jupiter,
Florida
|
$238K
|
–
|
–
|
–
|
|
|
900
|
Douglas Lane & Associates
New York
|
$237K
|
+$218K
|
+5,604
|
New
|
|
