|
1001
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$459K
|
–
|
–
|
–
|
|
|
1002
|
Beaton Management Company
Haverhill,
Massachusetts
|
$459K
|
-$904
|
-7
|
-0.2%
|
|
|
1003
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$458K
|
-$12.9K
|
-100
|
-3%
|
|
|
1004
|
Valmark Advisers
Akron,
Ohio
|
$458K
|
-$2.45K
|
-19
|
-0.5%
|
|
|
1005
|
Power Corp of Canada
Montreal, Quebec,
Canada
|
$457K
|
-$489K
|
-3,785
|
-50%
|
|
|
1006
|
Trek Financial
Scottsdale,
Arizona
|
$456K
|
+$488K
|
+3,776
|
New
|
|
|
1007
|
Zhang Financial
Portage,
Michigan
|
$456K
|
–
|
–
|
–
|
|
|
1008
|
Gratus Capital
Atlanta,
Georgia
|
$454K
|
–
|
–
|
–
|
|
|
1009
|
Choreo LLC
Rockford,
Illinois
|
$453K
|
-$1.29K
|
-10
|
-0.3%
|
|
|
1010
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$452K
|
+$59K
|
+457
|
+14%
|
|
|
1011
|
GHP Investment Advisors
Denver,
Colorado
|
$451K
|
-$18.2K
|
-141
|
-4%
|
|
|
1012
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$448K
|
-$85.8K
|
-664
|
-15%
|
|
|
1013
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$447K
|
–
|
–
|
–
|
|
|
1014
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$447K
|
+$400K
|
+3,094
|
+511%
|
|
|
1015
|
SRB Corp
Boston,
Massachusetts
|
$447K
|
+$72K
|
+557
|
+18%
|
|
|
1016
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$446K
|
-$1.03K
|
-8
|
-0.2%
|
|
|
1017
|
SignalPoint Asset Management
Springfield,
Missouri
|
$446K
|
–
|
–
|
–
|
|
|
1018
|
Northeast Financial Consultants
Westport,
Connecticut
|
$446K
|
–
|
–
|
–
|
|
|
1019
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$443K
|
+$34.2K
|
+265
|
+8%
|
|
|
1020
|
Sciencast Management
Princeton,
New Jersey
|
$441K
|
-$621K
|
-4,808
|
-57%
|
|
|
1021
|
V-Square Quantitative Management
Chicago,
Illinois
|
$441K
|
+$209K
|
+1,620
|
+80%
|
|
|
1022
|
Sabal Trust
St. Petersburg,
Florida
|
$441K
|
+$13.2K
|
+102
|
+3%
|
|
|
1023
|
Mattern Wealth Management
Lawrence,
Kansas
|
$440K
|
-$129K
|
-1,000
|
-22%
|
|
|
1024
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$439K
|
+$163K
|
+1,263
|
+53%
|
|
|
1025
|
Fort Point Capital Partners
San Francisco,
California
|
$439K
|
–
|
–
|
–
|
|
