|
2501
|
First Bankers Trust
Louisville,
Kentucky
|
$435K
|
-$1.52K
|
-20
|
-0.3%
|
|
|
2502
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$435K
|
+$4.57K
|
+60
|
+1%
|
|
|
2503
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$435K
|
+$68.6K
|
+900
|
+19%
|
|
|
2504
|
20/20 Capital Management
Costa Mesa,
California
|
$435K
|
+$152K
|
+2,000
|
+51%
|
|
|
2505
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$434K
|
+$15.2K
|
+200
|
+3%
|
|
|
2506
|
Simon Quick Advisors
Morristown,
New Jersey
|
$432K
|
-$39.6K
|
-520
|
-8%
|
|
|
2507
|
MA Private Wealth
San Carlos,
California
|
$431K
|
–
|
–
|
–
|
|
|
2508
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$429K
|
-$3.05K
|
-40
|
-0.7%
|
|
|
2509
|
Riverview Trust Company
Vancouver,
Washington
|
$426K
|
-$340K
|
-4,460
|
-43%
|
|
|
2510
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$426K
|
-$264K
|
-3,460
|
-37%
|
|
|
2511
|
Confluence Investment Management
St. Louis,
Missouri
|
$425K
|
-$2.17M
|
-28,520
|
-83%
|
|
|
2512
|
Weaver Consulting Group
Huntington Beach,
California
|
$425K
|
–
|
–
|
–
|
|
|
2513
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$422K
|
+$27.4K
|
+360
|
+7%
|
|
|
2514
|
Trellis Advisors
Ellensburg,
Washington
|
$421K
|
+$1.52K
|
+20
|
+0.3%
|
|
|
2515
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$419K
|
–
|
–
|
–
|
|
|
2516
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$419K
|
+$16.8K
|
+220
|
+4%
|
|
|
2517
|
Samalin Investment Counsel
Chappaqua,
New York
|
$419K
|
+$47.2K
|
+620
|
+12%
|
|
|
2518
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$418K
|
–
|
–
|
–
|
|
|
2519
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$418K
|
–
|
–
|
–
|
|
|
2520
|
McKinley Capital Management
Anchorage,
Alaska
|
$416K
|
–
|
–
|
–
|
|
|
2521
|
RiverGlades Family Offices
Naples,
Florida
|
$416K
|
+$15.2K
|
+200
|
+4%
|
|
|
2522
|
Bay Colony Advisors
Concord,
Massachusetts
|
$415K
|
+$54.9K
|
+720
|
+15%
|
|
|
2523
|
Barber Financial Group
Lenexa,
Kansas
|
$414K
|
+$7.62K
|
+100
|
+2%
|
|
|
2524
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$411K
|
-$15.2K
|
-200
|
-4%
|
|
|
2525
|
Highlander Capital Management
Short Hills,
New Jersey
|
$410K
|
–
|
–
|
–
|
|
