|
1701
|
Clearstead Trust
Portland,
Maine
|
$576K
|
-$129K
|
-2,369
|
-18%
|
|
|
1702
|
Sterling Capital Management
Charlotte,
North Carolina
|
$576K
|
+$189K
|
+3,482
|
+48%
|
|
|
1703
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$576K
|
–
|
–
|
–
|
|
|
1704
|
Peak Asset Management
Louisville,
Colorado
|
$575K
|
–
|
–
|
–
|
|
|
1705
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$571K
|
-$23.5K
|
-432
|
-4%
|
|
|
1706
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$570K
|
+$198K
|
+3,654
|
+53%
|
|
|
1707
|
Milestone Asset Management Group
Avon,
Connecticut
|
$569K
|
+$58.2K
|
+1,072
|
+11%
|
|
|
1708
|
LRI Investments
Palm Beach Gardens,
Florida
|
$567K
|
–
|
–
|
–
|
|
|
1709
|
Morton Capital Management
Calabasas,
California
|
$567K
|
-$33.8K
|
-622
|
-6%
|
|
|
1710
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$563K
|
+$42.1K
|
+775
|
+8%
|
|
|
1711
|
Arrowstreet Capital
Boston,
Massachusetts
|
$559K
|
-$1.15M
|
-21,113
|
-67%
|
|
|
1712
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$559K
|
+$565K
|
+10,404
|
New
|
|
|
1713
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$559K
|
+$13.6K
|
+250
|
+2%
|
|
|
1714
|
Boston Family Office
Boston,
Massachusetts
|
$556K
|
-$26.5K
|
-487
|
-4%
|
|
|
1715
|
Note Advisors
Buffalo,
New York
|
$556K
|
+$3.64K
|
+67
|
+0.7%
|
|
|
1716
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$554K
|
+$249K
|
+4,584
|
+80%
|
|
|
1717
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$553K
|
+$2.61K
|
+48
|
+0.5%
|
|
|
1718
|
Colorado Capital Management
Boulder,
Colorado
|
$552K
|
+$14.1K
|
+260
|
+3%
|
|
|
1719
|
GWN Securities
Palm Beach Gardens,
Florida
|
$551K
|
+$41K
|
+754
|
+8%
|
|
|
1720
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$551K
|
+$35.3K
|
+649
|
+7%
|
|
|
1721
|
MMBG Investment Advisors
Miami,
Florida
|
$550K
|
–
|
–
|
–
|
|
|
1722
|
MBA Advisors
Hermitage,
Pennsylvania
|
$549K
|
+$109
|
+2
|
+0%
|
|
|
1723
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$549K
|
–
|
–
|
–
|
|
|
1724
|
Alamar Capital Management
Santa Barbara,
California
|
$548K
|
+$18.2K
|
+335
|
+3%
|
|
|
1725
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$547K
|
+$51.8K
|
+954
|
+10%
|
|
