|
1051
|
Morgens Waterfall Vintiadis & Co
New York
|
$2.9M
|
–
|
–
|
–
|
|
|
1052
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$2.87M
|
+$63K
|
+1,320
|
+2%
|
|
|
1053
|
Oxbow Advisors
Austin,
Texas
|
$2.87M
|
-$98.3K
|
-2,060
|
-3%
|
|
|
1054
|
United Asset Strategies
Garden City,
New York
|
$2.85M
|
+$75.4K
|
+1,580
|
+3%
|
|
|
1055
|
Roundview Capital
Princeton,
New Jersey
|
$2.84M
|
+$286K
|
+6,000
|
+11%
|
|
|
1056
|
Madison Investment Holdings
Madison,
Wisconsin
|
$2.8M
|
-$1.36M
|
-28,540
|
-33%
|
|
|
1057
|
Westover Capital Advisors
Wilmington,
Delaware
|
$2.79M
|
-$116K
|
-2,440
|
-4%
|
|
|
1058
|
Bristlecone Advisors
Bellevue,
Washington
|
$2.77M
|
+$100K
|
+2,100
|
+4%
|
|
|
1059
|
Lincoln Capital
Lincoln,
Nebraska
|
$2.76M
|
+$55.3K
|
+1,160
|
+2%
|
|
|
1060
|
Lourd Capital
Beverly Hills,
California
|
$2.74M
|
+$285K
|
+5,980
|
+12%
|
|
|
1061
|
Security National Bank
Omaha,
Nebraska
|
$2.73M
|
+$2.69M
|
+56,380
|
New
|
|
|
1062
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.73M
|
+$2.62M
|
+55,020
|
New
|
|
|
1063
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$2.71M
|
-$293K
|
-6,140
|
-10%
|
|
|
1064
|
Quotient Investors
New York
|
$2.71M
|
+$1.17M
|
+24,520
|
+78%
|
|
|
1065
|
Nuveen Fund Advisors
Chicago,
Illinois
|
$2.7M
|
-$510K
|
-10,680
|
-16%
|
|
|
1066
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$2.68M
|
-$636K
|
-13,340
|
-19%
|
|
|
1067
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.68M
|
-$1.97M
|
-41,220
|
-43%
|
|
|
1068
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$2.64M
|
+$141K
|
+2,960
|
+6%
|
|
|
1069
|
Hutchens Investment Management
Concord,
New Hampshire
|
$2.59M
|
–
|
–
|
–
|
|
|
1070
|
Linscomb Wealth
Houston,
Texas
|
$2.59M
|
+$10.5K
|
+220
|
+0.4%
|
|
|
1071
|
BB&T Investment Services
Charlotte,
North Carolina
|
$2.58M
|
+$1.16M
|
+24,280
|
+85%
|
|
|
1072
|
|
$2.58M
|
–
|
–
|
–
|
|
|
1073
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2.58M
|
+$534K
|
+11,200
|
+27%
|
|
|
1074
|
Diversified Trust
Memphis,
Tennessee
|
$2.57M
|
+$1.38M
|
+28,840
|
+118%
|
|
|
1075
|
Mount Vernon Associates
Baltimore,
Maryland
|
$2.57M
|
-$4.77K
|
-100
|
-0.2%
|
|
