|
1026
|
Spinnaker Trust
Portland,
Maine
|
$247K
|
–
|
–
|
–
|
|
|
1027
|
Teacher Retirement System of Texas
Austin,
Texas
|
$246K
|
-$434K
|
-10,311
|
-65%
|
|
|
1028
|
CKW Financial Group
Honolulu,
Hawaii
|
$246K
|
–
|
–
|
–
|
|
|
1029
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$246K
|
+$9.76K
|
+232
|
+4%
|
|
|
1030
|
Successful Portfolios
Clearwater,
Florida
|
$245K
|
+$229K
|
+5,435
|
New
|
|
|
1031
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$244K
|
-$16.6K
|
-395
|
-7%
|
|
|
1032
|
Savoie Capital
Chicago,
Illinois
|
$244K
|
–
|
–
|
–
|
|
|
1033
|
Trilogy Capital
Irvine,
California
|
$244K
|
+$7.36K
|
+175
|
+3%
|
|
|
1034
|
Personal CFO Solutions
Chester,
New Jersey
|
$244K
|
-$498K
|
-11,849
|
-69%
|
|
|
1035
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$240K
|
–
|
–
|
–
|
|
|
1036
|
Emergent Wealth Advisors
Williamsville,
New York
|
$237K
|
+$252
|
+6
|
+0.1%
|
|
|
1037
|
WBH Advisory
Baltimore,
Maryland
|
$235K
|
+$168
|
+4
|
+0.1%
|
|
|
1038
|
Hancock Whitney
Gulfport,
Mississippi
|
$235K
|
-$9.42K
|
-224
|
-4%
|
|
|
1039
|
Avantax Planning Partners
Dubuque,
Iowa
|
$234K
|
+$218K
|
+5,187
|
New
|
|
|
1040
|
Cooper Financial Group
Irvine,
California
|
$234K
|
+$218K
|
+5,184
|
New
|
|
|
1041
|
Wambolt & Associates
Littleton,
Colorado
|
$232K
|
-$45.9K
|
-1,091
|
-17%
|
|
|
1042
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$232K
|
+$216K
|
+5,138
|
New
|
|
|
1043
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$231K
|
-$8.29K
|
-197
|
-4%
|
|
|
1044
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$230K
|
+$215K
|
+5,100
|
New
|
|
|
1045
|
Morningstar Investment Services
Chicago,
Illinois
|
$230K
|
+$216K
|
+5,125
|
New
|
|
|
1046
|
Zions Bancorporation
Salt Lake City,
Utah
|
$230K
|
-$43.9K
|
-1,043
|
-17%
|
|
|
1047
|
Keynote Financial Services
Vernon,
Connecticut
|
$230K
|
+$214K
|
+5,088
|
New
|
|
|
1048
|
Atlas Wealth
Cincinnati,
Ohio
|
$229K
|
+$214K
|
+5,078
|
New
|
|
|
1049
|
Empire Financial Management Company
New York
|
$229K
|
+$214K
|
+5,076
|
New
|
|
|
1050
|
Check Capital Management
Costa Mesa,
California
|
$228K
|
+$212K
|
+5,050
|
New
|
|
