|
1226
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$539K
|
+$543K
|
+5,720
|
New
|
|
|
1227
|
Bigelow Investment Advisors
Portland,
Maine
|
$539K
|
–
|
–
|
–
|
|
|
1228
|
Boreal Capital Management
Miami,
Florida
|
$537K
|
–
|
–
|
–
|
|
|
1229
|
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
|
$537K
|
+$541K
|
+5,696
|
New
|
|
|
1230
|
Atala Financial
Calabasas,
California
|
$537K
|
+$108K
|
+1,136
|
+25%
|
|
|
1231
|
InTrack Investment Management
South Burlington,
Vermont
|
$533K
|
–
|
–
|
–
|
|
|
1232
|
Sims Investment Management
Cincinnati,
Ohio
|
$532K
|
-$19K
|
-200
|
-3%
|
|
|
1233
|
Heritage Financial Services
Westwood,
Massachusetts
|
$529K
|
-$2.28K
|
-24
|
-0.4%
|
|
|
1234
|
AmeriFlex Group
Las Vegas,
Nevada
|
$528K
|
-$398K
|
-4,192
|
-43%
|
|
|
1235
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$528K
|
-$23.9M
|
-251,816
|
-98%
|
|
|
1236
|
Apricus Wealth
Beaufort,
South Carolina
|
$528K
|
–
|
–
|
–
|
|
|
1237
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$528K
|
–
|
–
|
–
|
|
|
1238
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$528K
|
–
|
–
|
–
|
|
|
1239
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$528K
|
–
|
–
|
–
|
|
|
1240
|
Paragon Financial Partners
Woodland Hills,
California
|
$526K
|
+$760
|
+8
|
+0.1%
|
|
|
1241
|
FWL Investment Management
Dallas,
Texas
|
$525K
|
–
|
–
|
–
|
|
|
1242
|
Solutions 4 Wealth
Southlake,
Texas
|
$525K
|
–
|
–
|
–
|
|
|
1243
|
Lee Financial
Dallas,
Texas
|
$524K
|
–
|
–
|
–
|
|
|
1244
|
Welch & Forbes
Boston,
Massachusetts
|
$524K
|
-$217K
|
-2,288
|
-29%
|
|
|
1245
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$523K
|
-$22.8K
|
-240
|
-4%
|
|
|
1246
|
Trexquant Investment
Stamford,
Connecticut
|
$523K
|
+$81.3K
|
+856
|
+18%
|
|
|
1247
|
ATLas Financial Planning
Alpharetta,
Georgia
|
$521K
|
+$525K
|
+5,528
|
New
|
|
|
1248
|
Financial Plan Inc
Bellingham,
Washington
|
$521K
|
+$525K
|
+5,528
|
New
|
|
|
1249
|
Grantvest Financial Group
Matawan,
New Jersey
|
$521K
|
+$50.2K
|
+528
|
+11%
|
|
|
1250
|
Accel Wealth Management
Waverly,
Iowa
|
$519K
|
-$16K
|
-168
|
-3%
|
|
