|
1501
|
WealthPLAN Partners
Omaha,
Nebraska
|
$14.7M
|
+$3.5M
|
+34,649
|
+41%
|
|
|
1502
|
Koshinski Asset Management
Decatur,
Illinois
|
$14.6M
|
-$2.64M
|
-26,083
|
-19%
|
|
|
1503
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$14.6M
|
-$1.46M
|
-14,407
|
-11%
|
|
|
1504
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$14.6M
|
+$817K
|
+8,083
|
+7%
|
|
|
1505
|
Westover Capital Advisors
Wilmington,
Delaware
|
$14.6M
|
+$1.38M
|
+13,667
|
+13%
|
|
|
1506
|
Vise Technologies
New York
|
$14.5M
|
-$1.69M
|
-16,709
|
-12%
|
|
|
1507
|
Wright Investors Service
Shelton,
Connecticut
|
$14.5M
|
+$399K
|
+3,942
|
+3%
|
|
|
1508
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$14.5M
|
-$387K
|
-3,831
|
-3%
|
|
|
1509
|
Plimoth Trust
Plymouth,
Massachusetts
|
$14.4M
|
+$5.46K
|
+54
|
+0%
|
|
|
1510
|
Bogart Wealth LLC
Mclean,
Virginia
|
$14.4M
|
+$522K
|
+5,163
|
+5%
|
|
|
1511
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$14.4M
|
-$781K
|
-7,720
|
-6%
|
|
|
1512
|
Mirabaud Asset Management
London,
United Kingdom
|
$14.4M
|
-$5.98M
|
-59,124
|
-34%
|
|
|
1513
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$14.3M
|
-$378K
|
-3,737
|
-3%
|
|
|
1514
|
Duncker Streett & Co
St. Louis,
Missouri
|
$14.3M
|
-$613K
|
-6,065
|
-5%
|
|
|
1515
|
Icon Wealth Advisors
Houston,
Texas
|
$14.3M
|
+$1.79M
|
+17,681
|
+17%
|
|
|
1516
|
Scholtz & Company
Stamford,
Connecticut
|
$14.3M
|
-$1.48M
|
-14,677
|
-11%
|
|
|
1517
|
Blodgett Wealth Advisors
Concord,
California
|
$14.3M
|
-$347K
|
-3,430
|
-3%
|
|
|
1518
|
|
$14.3M
|
+$342K
|
+3,382
|
+3%
|
|
|
1519
|
Modera Wealth Management
Westwood,
New Jersey
|
$14.3M
|
+$735K
|
+7,268
|
+7%
|
|
|
1520
|
Tang Capital Management
San Diego,
California
|
$14.2M
|
+$1.52M
|
+15,019
|
+15%
|
|
|
1521
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$14.2M
|
-$251K
|
-2,483
|
-2%
|
|
|
1522
|
Seven Mile Advisory
Ewing,
New Jersey
|
$14.2M
|
+$78.3K
|
+774
|
+0.7%
|
|
|
1523
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$14.2M
|
-$77.6K
|
-768
|
-0.7%
|
|
|
1524
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$14.1M
|
-$10.1M
|
-100,383
|
-47%
|
|
|
1525
|
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
$14.1M
|
-$1.43M
|
-14,168
|
-11%
|
|
