|
1001
|
Osborne Partners Capital Management
San Francisco,
California
|
$5.26M
|
-$180K
|
-544
|
-3%
|
|
|
1002
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.25M
|
-$93.8K
|
-283
|
-2%
|
|
|
1003
|
Capital Investment Advisors
Atlanta,
Georgia
|
$5.25M
|
-$51.7K
|
-156
|
-1%
|
|
|
1004
|
Patten Group
Chattanooga,
Tennessee
|
$5.23M
|
-$25.5K
|
-77
|
-0.5%
|
|
|
1005
|
Symphony Financial
Houston,
Texas
|
$5.23M
|
+$1.7M
|
+5,117
|
+49%
|
|
|
1006
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.2M
|
-$1.03M
|
-3,100
|
-17%
|
|
|
1007
|
Wealth Alliance
Mellville,
New York
|
$5.18M
|
-$218K
|
-658
|
-4%
|
|
|
1008
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$5.16M
|
+$234K
|
+706
|
+5%
|
|
|
1009
|
Next Financial Group
Houston,
Texas
|
$5.16M
|
-$2.01M
|
-6,054
|
-28%
|
|
|
1010
|
Fortem Financial Group
Palm Desert,
California
|
$5.16M
|
-$378K
|
-1,141
|
-7%
|
|
|
1011
|
Simplex Trading
Chicago,
Illinois
|
$5.13M
|
-$563K
|
-1,700
|
-10%
|
|
|
1012
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$5.11M
|
-$80.5K
|
-243
|
-2%
|
|
|
1013
|
HawsGoodwin Investment Management
Franklin,
Tennessee
|
$5.11M
|
+$95.1K
|
+287
|
+2%
|
|
|
1014
|
Glovista Investments
Jersey City,
New Jersey
|
$5.11M
|
+$5.05M
|
+15,235
|
New
|
|
|
1015
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$5.1M
|
-$118K
|
-357
|
-2%
|
|
|
1016
|
Avity Investment Management
Greenwich,
Connecticut
|
$5.07M
|
+$128K
|
+385
|
+3%
|
|
|
1017
|
Windham Capital Management
Boston,
Massachusetts
|
$5.06M
|
–
|
–
|
–
|
|
|
1018
|
GAMCO Investors
Greenwich,
Connecticut
|
$5.04M
|
-$11.6K
|
-35
|
-0.2%
|
|
|
1019
|
|
$5.04M
|
-$398K
|
-1,200
|
-7%
|
|
|
1020
|
Financial Engines Advisors
Santa Clara,
California
|
$5.03M
|
+$998K
|
+3,010
|
+25%
|
|
|
1021
|
Brouwer & Janachowski
Mill Valley,
California
|
$5.03M
|
-$40.4K
|
-122
|
-0.8%
|
|
|
1022
|
|
$5.02M
|
+$1.33M
|
+4,000
|
+36%
|
|
|
1023
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$5.01M
|
–
|
–
|
–
|
|
|
1024
|
Summit Wealth Partners
Orlando,
Florida
|
$5M
|
-$166K
|
-500
|
-3%
|
|
|
1025
|
Cliffwater
Marina Del Rey,
California
|
$4.99M
|
–
|
–
|
–
|
|
