|
1001
|
Coastwise Capital Group
La Jolla,
California
|
$399K
|
+$76.5K
|
+1,822
|
+21%
|
|
|
1002
|
Congress Asset Management
Boston,
Massachusetts
|
$399K
|
-$8.4K
|
-200
|
-2%
|
|
|
1003
|
CX Institutional
Auburn,
Indiana
|
$398K
|
+$10.2K
|
+244
|
+2%
|
|
|
1004
|
Custom Index Systems
New York
|
$398K
|
-$27.3K
|
-651
|
-6%
|
|
|
1005
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$397K
|
-$115K
|
-2,739
|
-21%
|
|
|
1006
|
City Center Advisors LLC
Troy,
Michigan
|
$397K
|
+$79.7K
|
+1,899
|
+22%
|
|
|
1007
|
Polymer Capital Management
New York
|
$397K
|
+$435K
|
+10,354
|
New
|
|
|
1008
|
Shoker Investment Counsel
Oxford,
Ohio
|
$395K
|
–
|
–
|
–
|
|
|
1009
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$393K
|
-$2.98K
|
-71
|
-0.7%
|
|
|
1010
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$392K
|
+$63.5K
|
+1,512
|
+17%
|
|
|
1011
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$392K
|
+$429K
|
+10,225
|
New
|
|
|
1012
|
Private Portfolio Partners
Paramus,
New Jersey
|
$390K
|
-$162K
|
-3,855
|
-27%
|
|
|
1013
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$387K
|
-$39.6K
|
-944
|
-9%
|
|
|
1014
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$386K
|
+$15.8K
|
+376
|
+4%
|
|
|
1015
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$386K
|
+$24.2K
|
+576
|
+6%
|
|
|
1016
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$384K
|
+$420K
|
+10,000
|
New
|
|
|
1017
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$384K
|
-$6.51K
|
-155
|
-2%
|
|
|
1018
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$383K
|
–
|
–
|
–
|
|
|
1019
|
Transcend Capital Advisors
Madison,
New Jersey
|
$379K
|
+$125K
|
+2,979
|
+43%
|
|
|
1020
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$378K
|
-$192K
|
-4,579
|
-32%
|
|
|
1021
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$377K
|
+$413K
|
+9,833
|
New
|
|
|
1022
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$377K
|
-$2.31K
|
-55
|
-0.6%
|
|
|
1023
|
Miller Financial Services
Marshall,
Michigan
|
$375K
|
+$411K
|
+9,790
|
New
|
|
|
1024
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$375K
|
-$406K
|
-9,667
|
-50%
|
|
|
1025
|
Cohen Capital Management
Corte Madera,
California
|
$373K
|
–
|
–
|
–
|
|
