|
2501
|
Symphony Financial Services
Akron,
Ohio
|
$906K
|
+$714K
|
+892
|
New
|
|
|
2502
|
Alta Capital Management
Salt Lake City,
Utah
|
$905K
|
–
|
–
|
–
|
|
|
2503
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$905K
|
–
|
–
|
–
|
|
|
2504
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$901K
|
-$19.2K
|
-24
|
-2%
|
|
|
2505
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$899K
|
–
|
–
|
–
|
|
|
2506
|
St Louis Trust
Saint Louis,
Missouri
|
$898K
|
–
|
–
|
–
|
|
|
2507
|
GW&K Investment Management
Boston,
Massachusetts
|
$896K
|
+$62.4K
|
+78
|
+9%
|
|
|
2508
|
Fort Point Capital Partners
San Francisco,
California
|
$895K
|
-$1.2M
|
-1,504
|
-60%
|
|
|
2509
|
Beacon Financial Group
Dallas,
Texas
|
$892K
|
+$56.8K
|
+71
|
+8%
|
|
|
2510
|
CFO4Life Group
Coppell,
Texas
|
$892K
|
+$52K
|
+65
|
+7%
|
|
|
2511
|
M. Kraus & Co
Shelburne,
Vermont
|
$892K
|
-$23.2K
|
-29
|
-3%
|
|
|
2512
|
Magellan Asset Management
Sydney,
Australia
|
$891K
|
-$133K
|
-166
|
-14%
|
|
|
2513
|
Treynor Bancshares
Treynor,
Iowa
|
$891K
|
–
|
–
|
–
|
|
|
2514
|
First Financial Bankshares
Abilene,
Texas
|
$890K
|
+$22.4K
|
+28
|
+3%
|
|
|
2515
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$889K
|
+$68K
|
+85
|
+9%
|
|
|
2516
|
Private Client Services
Louisville,
Kentucky
|
$888K
|
+$17.6K
|
+22
|
+2%
|
|
|
2517
|
Heritage Wealth Management (California)
San Diego,
California
|
$885K
|
-$48K
|
-60
|
-6%
|
|
|
2518
|
VitalStone Financial
Shavano Park,
Texas
|
$884K
|
+$19.2K
|
+24
|
+3%
|
|
|
2519
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$883K
|
-$11.2K
|
-14
|
-1%
|
|
|
2520
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$882K
|
+$328K
|
+410
|
+73%
|
|
|
2521
|
Tarbox Family Office
Newport Beach,
California
|
$879K
|
-$4K
|
-5
|
-0.5%
|
|
|
2522
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$875K
|
+$773K
|
+966
|
New
|
|
|
2523
|
Widmann Financial Services
Bowie,
Maryland
|
$873K
|
-$160K
|
-200
|
-17%
|
|
|
2524
|
Left Brain Wealth Management
Naperville,
Illinois
|
$871K
|
+$35.2K
|
+44
|
+5%
|
|
|
2525
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$870K
|
+$150K
|
+188
|
+24%
|
|
