|
1051
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$336K
|
-$45.6K
|
-600
|
-11%
|
|
|
1052
|
Perennial Advisors
New York
|
$336K
|
–
|
–
|
–
|
|
|
1053
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$334K
|
+$373K
|
+4,908
|
New
|
|
|
1054
|
Safeguard Investment Advisory Group
Corona,
California
|
$333K
|
+$372K
|
+4,892
|
New
|
|
|
1055
|
Accredited Investors
Edina,
Minnesota
|
$333K
|
+$371K
|
+4,888
|
New
|
|
|
1056
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$332K
|
-$259K
|
-3,403
|
-41%
|
|
|
1057
|
David J. Yvars Group
University Park,
Florida
|
$332K
|
-$76.4K
|
-1,005
|
-17%
|
|
|
1058
|
United Capital Management of KS
Salina,
Kansas
|
$331K
|
-$163K
|
-2,141
|
-31%
|
|
|
1059
|
Compass Financial Services
West Des Moines,
Iowa
|
$330K
|
+$350K
|
+4,601
|
+1,941%
|
|
|
1060
|
ExodusPoint Capital Management
New York
|
$329K
|
+$367K
|
+4,829
|
New
|
|
|
1061
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$329K
|
+$115K
|
+1,516
|
+46%
|
|
|
1062
|
INVST
Indianapolis,
Indiana
|
$328K
|
+$80.3K
|
+1,057
|
+28%
|
|
|
1063
|
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
$327K
|
-$13.3K
|
-175
|
-4%
|
|
|
1064
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$327K
|
-$156K
|
-2,054
|
-30%
|
|
|
1065
|
Bannerstone Capital Management
Wayzata,
Minnesota
|
$327K
|
-$1.14K
|
-15
|
-0.3%
|
|
|
1066
|
Boreal Capital Management
Miami,
Florida
|
$326K
|
-$539K
|
-7,090
|
Closed
|
|
|
1067
|
Sherry Group
Mountain Home,
Arkansas
|
$326K
|
-$35.3K
|
-465
|
-9%
|
|
|
1068
|
Oath Planning
Tulsa,
Oklahoma
|
$326K
|
+$363K
|
+4,781
|
New
|
|
|
1069
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
$325K
|
-$486K
|
-6,400
|
-57%
|
|
|
1070
|
Silverlake Wealth Management
Williston,
Vermont
|
$324K
|
+$35.2K
|
+463
|
+11%
|
|
|
1071
|
Linscomb Wealth
Houston,
Texas
|
$323K
|
+$58K
|
+764
|
+19%
|
|
|
1072
|
Castle Wealth Management
West Palm Beach,
Florida
|
$322K
|
–
|
–
|
–
|
|
|
1073
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$321K
|
+$70.3K
|
+925
|
+24%
|
|
|
1074
|
Tompkins Financial
Ithaca,
New York
|
$321K
|
+$21.2K
|
+279
|
+6%
|
|
|
1075
|
James J. Burns & Company
Melville,
New York
|
$321K
|
+$72.2K
|
+950
|
+25%
|
|
