|
1001
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$7.58M
|
-$37.2K
|
-149
|
-0.4%
|
|
|
1002
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$7.56M
|
+$1.13M
|
+4,524
|
+13%
|
|
|
1003
|
Pathstone Family Office
Englewood,
New Jersey
|
$7.54M
|
-$1.78M
|
-7,123
|
-18%
|
|
|
1004
|
Optiver Holding
Amsterdam,
Netherlands
|
$7.49M
|
-$74.7M
|
-298,844
|
-90%
|
|
|
1005
|
NKCFO LLC
Geneva,
Illinois
|
$7.49M
|
–
|
–
|
–
|
|
|
1006
|
Premier Asset Management
Chicago,
Illinois
|
$7.48M
|
-$4.09M
|
-16,349
|
-33%
|
|
|
1007
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$7.47M
|
+$1.33M
|
+5,307
|
+19%
|
|
|
1008
|
Aviance Capital Partners
Naples,
Florida
|
$7.47M
|
-$2.3M
|
-9,197
|
-22%
|
|
|
1009
|
|
$7.42M
|
-$434K
|
-1,738
|
-5%
|
|
|
1010
|
|
$7.41M
|
-$539K
|
-2,155
|
-6%
|
|
|
1011
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$7.4M
|
+$151K
|
+603
|
+2%
|
|
|
1012
|
Blue Fin Capital
Warren,
Rhode Island
|
$7.37M
|
-$1.29M
|
-5,167
|
-13%
|
|
|
1013
|
Roundview Capital
Princeton,
New Jersey
|
$7.37M
|
-$1.09M
|
-4,345
|
-12%
|
|
|
1014
|
AIMZ Investment Advisors
Los Altos,
California
|
$7.37M
|
+$4.23M
|
+16,909
|
+104%
|
|
|
1015
|
Sonora Investment Management Group
Tucson,
Arizona
|
$7.35M
|
+$2.26M
|
+9,046
|
+38%
|
|
|
1016
|
Novare Capital Management
Charlotte,
North Carolina
|
$7.35M
|
-$88.2K
|
-353
|
-1%
|
|
|
1017
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$7.34M
|
+$1.08M
|
+4,310
|
+15%
|
|
|
1018
|
Neville Rodie & Shaw
New York
|
$7.33M
|
-$3.94M
|
-15,772
|
-33%
|
|
|
1019
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$7.32M
|
+$582K
|
+2,328
|
+8%
|
|
|
1020
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.32M
|
+$881K
|
+3,526
|
+12%
|
|
|
1021
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$7.31M
|
+$3.35M
|
+13,397
|
+69%
|
|
|
1022
|
Cozad Asset Management
Champaign,
Illinois
|
$7.3M
|
+$456K
|
+1,823
|
+6%
|
|
|
1023
|
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
$7.27M
|
-$14.3M
|
-57,174
|
-64%
|
|
|
1024
|
Coastline Trust
Providence,
Rhode Island
|
$7.23M
|
+$301K
|
+1,205
|
+4%
|
|
|
1025
|
Carroll Investors
Mt Pleasant,
South Carolina
|
$7.21M
|
+$1.55M
|
+6,189
|
+23%
|
|
