|
2101
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$274K
|
-$35.1K
|
-91
|
-12%
|
|
|
2102
|
First American Trust
Santa Ana,
California
|
$273K
|
+$264K
|
+685
|
New
|
|
|
2103
|
Osterweis Capital Management
San Francisco,
California
|
$271K
|
–
|
–
|
–
|
|
|
2104
|
Regent Investment Management
Louisville,
Kentucky
|
$271K
|
+$263K
|
+680
|
New
|
|
|
2105
|
Waverly Advisors
Birmingham,
Alabama
|
$270K
|
+$5.02K
|
+13
|
+2%
|
|
|
2106
|
SVB Investment Services
Salt Lake City,
Utah
|
$270K
|
+$29.3K
|
+76
|
+13%
|
|
|
2107
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$270K
|
+$262K
|
+679
|
New
|
|
|
2108
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$269K
|
-$12.7K
|
-33
|
-5%
|
|
|
2109
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$269K
|
+$261K
|
+677
|
New
|
|
|
2110
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$267K
|
-$1.71M
|
-4,440
|
-87%
|
|
|
2111
|
Apella Capital
West Hartford,
Connecticut
|
$267K
|
-$17.4K
|
-45
|
-6%
|
|
|
2112
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$267K
|
+$151K
|
+391
|
+140%
|
|
|
2113
|
CGN Advisors
Manhattan,
Kansas
|
$267K
|
+$259K
|
+670
|
New
|
|
|
2114
|
Graypoint LLC
Albany,
New York
|
$265K
|
-$7.72K
|
-20
|
-3%
|
|
|
2115
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$265K
|
–
|
–
|
–
|
|
|
2116
|
Theory Financial
Fort Collins,
Colorado
|
$264K
|
+$256K
|
+664
|
New
|
|
|
2117
|
KFA Private Wealth Group
Tysons,
Virginia
|
$263K
|
+$255K
|
+661
|
New
|
|
|
2118
|
HC Financial Advisors
Lafayette,
California
|
$262K
|
–
|
–
|
–
|
|
|
2119
|
McGowan Group Asset Management
Dallas,
Texas
|
$262K
|
+$1.54K
|
+4
|
+0.6%
|
|
|
2120
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$261K
|
-$5.79K
|
-15
|
-2%
|
|
|
2121
|
First Bankers Trust
Louisville,
Kentucky
|
$261K
|
–
|
–
|
–
|
|
|
2122
|
First Business Financial Services
Madison,
Wisconsin
|
$261K
|
+$8.49K
|
+22
|
+3%
|
|
|
2123
|
Veracity Capital
Atlanta,
Georgia
|
$261K
|
+$253K
|
+656
|
New
|
|
|
2124
|
American Century Companies
Kansas City,
Missouri
|
$260K
|
-$64.9K
|
-168
|
-20%
|
|
|
2125
|
Sabal Trust
St. Petersburg,
Florida
|
$259K
|
-$38.6K
|
-100
|
-13%
|
|
