|
951
|
Summit Global Investments
Bountiful,
Utah
|
$656K
|
–
|
–
|
–
|
|
|
952
|
JT Stratford LLC
Gainesville,
Georgia
|
$656K
|
+$191K
|
+3,040
|
+50%
|
|
|
953
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$652K
|
+$569K
|
+9,070
|
New
|
|
|
954
|
Oxbow Advisors
Austin,
Texas
|
$649K
|
-$176K
|
-2,800
|
-24%
|
|
|
955
|
Busey Bank
Urbana,
Illinois
|
$649K
|
–
|
–
|
–
|
|
|
956
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$649K
|
+$17.6K
|
+280
|
+3%
|
|
|
957
|
Merlin Capital
Newport,
Rhode Island
|
$646K
|
+$563K
|
+8,980
|
New
|
|
|
958
|
C2C Wealth Management
Scottsdale,
Arizona
|
$646K
|
+$564K
|
+8,990
|
New
|
|
|
959
|
Retirement Guys Formula
Maumee,
Ohio
|
$646K
|
+$564K
|
+8,990
|
New
|
|
|
960
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$634K
|
+$33.9K
|
+540
|
+7%
|
|
|
961
|
Forte Capital
Rochester,
New York
|
$631K
|
-$63.3K
|
-1,010
|
-10%
|
|
|
962
|
CNB Bank
Clearfield,
Pennsylvania
|
$631K
|
+$165K
|
+2,630
|
+43%
|
|
|
963
|
Equitable Trust
Nashville,
Tennessee
|
$631K
|
+$550K
|
+8,770
|
New
|
|
|
964
|
Allred Capital Management
Dallas,
Texas
|
$612K
|
–
|
–
|
–
|
|
|
965
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$611K
|
-$294K
|
-4,690
|
-36%
|
|
|
966
|
Great Diamond Partners
Portland,
Maine
|
$607K
|
-$54.5K
|
-870
|
-9%
|
|
|
967
|
Meridian Investment Counsel
Lafayette,
California
|
$603K
|
–
|
–
|
–
|
|
|
968
|
|
$602K
|
+$525K
|
+8,370
|
New
|
|
|
969
|
Ferris Capital
Marlborough,
Massachusetts
|
$600K
|
+$219K
|
+3,500
|
+72%
|
|
|
970
|
Astoria Portfolio Advisors
New York
|
$599K
|
+$522K
|
+8,330
|
New
|
|
|
971
|
Biltmore Family Office
Charlotte,
North Carolina
|
$595K
|
–
|
–
|
–
|
|
|
972
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$594K
|
–
|
–
|
–
|
|
|
973
|
Chilton Investment Company
Stamford,
Connecticut
|
$593K
|
–
|
–
|
–
|
|
|
974
|
Jupiter Asset Management
London,
United Kingdom
|
$593K
|
+$517K
|
+8,250
|
New
|
|
|
975
|
Wealthspire Advisors (New York)
New York
|
$592K
|
+$75.9K
|
+1,210
|
+17%
|
|
