|
2551
|
Summit X LLC
Chesterfield,
Missouri
|
$449K
|
+$452K
|
+1,550
|
New
|
|
|
2552
|
Chartist Inc
Seal Beach,
California
|
$447K
|
-$4.96K
|
-17
|
-1%
|
|
|
2553
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$447K
|
+$10.2K
|
+35
|
+2%
|
|
|
2554
|
Sollinda Capital Management
Miami,
Florida
|
$447K
|
+$450K
|
+1,541
|
New
|
|
|
2555
|
Patten Group
Chattanooga,
Tennessee
|
$447K
|
–
|
–
|
–
|
|
|
2556
|
Old Port Advisors
Portland,
Maine
|
$446K
|
-$292
|
-1
|
-0.1%
|
|
|
2557
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$445K
|
+$125K
|
+429
|
+39%
|
|
|
2558
|
Executive Wealth Management
Brighton,
Michigan
|
$444K
|
-$23.9K
|
-82
|
-5%
|
|
|
2559
|
Optivise Advisory Services
Franklin,
Tennessee
|
$443K
|
+$1.17K
|
+4
|
+0.3%
|
|
|
2560
|
Drake & Associates
Waukesha,
Wisconsin
|
$441K
|
+$40.3K
|
+138
|
+10%
|
|
|
2561
|
Johns Hopkins University
Baltimore,
Maryland
|
$440K
|
+$89.3K
|
+306
|
+25%
|
|
|
2562
|
Buska Wealth Management
Wausau,
Wisconsin
|
$440K
|
+$51.6K
|
+177
|
+13%
|
|
|
2563
|
Schoolcraft Capital
Boulder,
Colorado
|
$439K
|
–
|
–
|
–
|
|
|
2564
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$438K
|
-$1.04M
|
-3,548
|
-70%
|
|
|
2565
|
Novare Capital Management
Charlotte,
North Carolina
|
$438K
|
+$54K
|
+185
|
+14%
|
|
|
2566
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$438K
|
+$213K
|
+729
|
+93%
|
|
|
2567
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$435K
|
–
|
–
|
–
|
|
|
2568
|
Delta Capital Management
Red Bank,
New Jersey
|
$435K
|
+$438K
|
+1,500
|
New
|
|
|
2569
|
Rock Point Advisors
Burlington,
Vermont
|
$435K
|
–
|
–
|
–
|
|
|
2570
|
Collective Family Office
York,
Pennsylvania
|
$435K
|
–
|
–
|
–
|
|
|
2571
|
BetterWealth
San Jose,
California
|
$435K
|
+$584
|
+2
|
+0.1%
|
|
|
2572
|
Parker Investment Management
Menlo Park,
California
|
$435K
|
+$875
|
+3
|
+0.2%
|
|
|
2573
|
Stablepoint Partners
Braintree,
Massachusetts
|
$434K
|
+$24.2K
|
+83
|
+6%
|
|
|
2574
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$434K
|
-$14K
|
-48
|
-3%
|
|
|
2575
|
Holderness Investments Company
Greensboro,
North Carolina
|
$433K
|
–
|
–
|
–
|
|
