|
2301
|
Yorktown Management & Research Company
Forest,
Virginia
|
$314K
|
+$314K
|
+5,250
|
New
|
|
|
2302
|
Stone Run Capital
New York
|
$313K
|
–
|
–
|
–
|
|
|
2303
|
FSA Wealth Management
Needham,
Massachusetts
|
$312K
|
-$8.97K
|
-150
|
-3%
|
|
|
2304
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$312K
|
+$179
|
+3
|
+0.1%
|
|
|
2305
|
CVA Family Office
Denver,
Colorado
|
$312K
|
+$37.4K
|
+625
|
+14%
|
|
|
2306
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$312K
|
+$312K
|
+5,223
|
New
|
|
|
2307
|
Quantinno Capital Management
New York
|
$311K
|
-$521K
|
-8,715
|
-63%
|
|
|
2308
|
Aristotle Capital Management
Los Angeles,
California
|
$309K
|
+$63.9K
|
+1,068
|
+26%
|
|
|
2309
|
Trek Financial
Scottsdale,
Arizona
|
$309K
|
+$308K
|
+5,159
|
New
|
|
|
2310
|
Unified Trust Company
Lexington,
Kentucky
|
$308K
|
–
|
–
|
–
|
|
|
2311
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$308K
|
+$1.32K
|
+22
|
+0.4%
|
|
|
2312
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$308K
|
+$29.2K
|
+489
|
+11%
|
|
|
2313
|
Poehling Capital Management
Madison,
Wisconsin
|
$306K
|
+$306K
|
+5,121
|
New
|
|
|
2314
|
Willow Creek Wealth Management
Sebastopol,
California
|
$304K
|
-$28.8K
|
-481
|
-9%
|
|
|
2315
|
Brickley Wealth Management
San Mateo,
California
|
$304K
|
–
|
–
|
–
|
|
|
2316
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$303K
|
+$304K
|
+5,079
|
New
|
|
|
2317
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$302K
|
+$53.8K
|
+900
|
+22%
|
|
|
2318
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$300K
|
-$3.71K
|
-62
|
-1%
|
|
|
2319
|
Alethea Capital Management
Mercer Island,
Washington
|
$299K
|
+$299K
|
+5,000
|
New
|
|
|
2320
|
Strategic Wealth Management
Kirkland,
Washington
|
$299K
|
+$299K
|
+5,000
|
New
|
|
|
2321
|
WealthStone
Columbus,
Ohio
|
$298K
|
+$298K
|
+4,979
|
New
|
|
|
2322
|
|
$297K
|
–
|
–
|
–
|
|
|
2323
|
Howe & Rusling
Rochester,
New York
|
$296K
|
-$772K
|
-12,918
|
-72%
|
|
|
2324
|
BigSur Wealth Management
Miami,
Florida
|
$296K
|
-$239K
|
-4,000
|
-45%
|
|
|
2325
|
Hartline Investment Corp
Winnetka,
Illinois
|
$295K
|
–
|
–
|
–
|
|
