|
1001
|
Affinity Investment Advisors
Newport Beach,
California
|
$3.26M
|
-$42.8K
|
-1,069
|
-1%
|
|
|
1002
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$3.25M
|
-$30.8K
|
-768
|
-0.9%
|
|
|
1003
|
Western Wealth Management
Golden,
Colorado
|
$3.25M
|
+$9.18K
|
+229
|
+0.3%
|
|
|
1004
|
Private Trust Company
Cleveland,
Ohio
|
$3.25M
|
+$125K
|
+3,131
|
+4%
|
|
|
1005
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$3.24M
|
+$1.33M
|
+33,205
|
+68%
|
|
|
1006
|
Callan Family Office
Radnor,
Pennsylvania
|
$3.23M
|
+$3.27M
|
+81,518
|
New
|
|
|
1007
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$3.23M
|
-$200K
|
-5,000
|
-6%
|
|
|
1008
|
Roundview Capital
Princeton,
New Jersey
|
$3.21M
|
+$4.57K
|
+114
|
+0.1%
|
|
|
1009
|
Grove Bank & Trust
Miami,
Florida
|
$3.2M
|
+$397K
|
+9,913
|
+14%
|
|
|
1010
|
Institute for Wealth Management
Denver,
Colorado
|
$3.19M
|
-$47.5K
|
-1,184
|
-1%
|
|
|
1011
|
Trust Asset Management
Houston,
Texas
|
$3.17M
|
-$102K
|
-2,537
|
-3%
|
|
|
1012
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$3.14M
|
+$51.5K
|
+1,286
|
+2%
|
|
|
1013
|
Citizens Business Bank
Ontario,
California
|
$3.14M
|
-$30.1K
|
-750
|
-0.9%
|
|
|
1014
|
Parcion Private Wealth
Bellevue,
Washington
|
$3.12M
|
-$14K
|
-350
|
-0.4%
|
|
|
1015
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$3.11M
|
-$537K
|
-13,401
|
-15%
|
|
|
1016
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$3.1M
|
+$51.3K
|
+1,281
|
+2%
|
|
|
1017
|
Hamilton Capital Partners (Canada)
Toronto,
|
$3.1M
|
+$175K
|
+4,365
|
+6%
|
|
|
1018
|
Meridian Wealth Advisors
Austin,
Texas
|
$3.08M
|
+$89.1K
|
+2,222
|
+3%
|
|
|
1019
|
Avity Investment Management
Greenwich,
Connecticut
|
$3.08M
|
+$284K
|
+7,075
|
+10%
|
|
|
1020
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$3.06M
|
+$412K
|
+10,274
|
+15%
|
|
|
1021
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$3.04M
|
+$163K
|
+4,056
|
+6%
|
|
|
1022
|
Skylands Capital
Milwaukee,
Wisconsin
|
$3.04M
|
-$233K
|
-5,825
|
-7%
|
|
|
1023
|
Processus Wealth & Capital Management
Brentwood,
Tennessee
|
$3.03M
|
-$331K
|
-8,262
|
-10%
|
|
|
1024
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$3.02M
|
–
|
–
|
–
|
|
|
1025
|
Lakewood Asset Management
Naperville,
Illinois
|
$3.02M
|
-$342K
|
-8,541
|
-10%
|
|
