|
1001
|
Spinnaker Trust
Portland,
Maine
|
$6.43M
|
-$488K
|
-1,011
|
-7%
|
|
|
1002
|
Empowered Funds
Havertown,
Pennsylvania
|
$6.41M
|
+$6.54M
|
+13,558
|
New
|
|
|
1003
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$6.4M
|
+$14K
|
+29
|
+0.2%
|
|
|
1004
|
Chicago Trust
Grayslake,
Illinois
|
$6.39M
|
+$95.5K
|
+198
|
+1%
|
|
|
1005
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$6.37M
|
-$769K
|
-1,594
|
-11%
|
|
|
1006
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$6.35M
|
-$96.5K
|
-200
|
-1%
|
|
|
1007
|
Asset Dedication LLC
San Francisco,
California
|
$6.35M
|
+$122K
|
+253
|
+2%
|
|
|
1008
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$6.33M
|
+$1.6M
|
+3,312
|
+33%
|
|
|
1009
|
Ninety One North America
New York
|
$6.31M
|
+$1.78M
|
+3,684
|
+38%
|
|
|
1010
|
Koshinski Asset Management
Decatur,
Illinois
|
$6.28M
|
+$245K
|
+507
|
+4%
|
|
|
1011
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$6.25M
|
-$1.31M
|
-2,712
|
-17%
|
|
|
1012
|
Montag & Associates
Atlanta,
Georgia
|
$6.25M
|
-$677K
|
-1,402
|
-10%
|
|
|
1013
|
Gifford Fong Associates
Lafayette,
California
|
$6.24M
|
-$4.24M
|
-8,794
|
-40%
|
|
|
1014
|
Balentine LLC
Atlanta,
Georgia
|
$6.24M
|
-$3.87M
|
-8,021
|
-38%
|
|
|
1015
|
Connable Office Inc
Kalamazoo,
Michigan
|
$6.23M
|
+$822K
|
+1,703
|
+15%
|
|
|
1016
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$6.2M
|
-$159K
|
-329
|
-2%
|
|
|
1017
|
Icon Advisers
Greenwood Village,
Colorado
|
$6.2M
|
–
|
–
|
–
|
|
|
1018
|
Private Advisory Group
Redmond,
Washington
|
$6.19M
|
-$776K
|
-1,608
|
-11%
|
|
|
1019
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.18M
|
-$455K
|
-942
|
-7%
|
|
|
1020
|
Marshall & Sullivan
Seattle,
Washington
|
$6.17M
|
-$224K
|
-464
|
-3%
|
|
|
1021
|
Valeo Financial Advisors
Carmel,
Indiana
|
$6.15M
|
+$1.55M
|
+3,212
|
+33%
|
|
|
1022
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$6.14M
|
–
|
–
|
–
|
|
|
1023
|
Simmons Bank
Pine Bluff,
Arkansas
|
$6.13M
|
+$193K
|
+399
|
+3%
|
|
|
1024
|
Sandy Spring Bank
Olney,
Maryland
|
$6.12M
|
-$362K
|
-751
|
-5%
|
|
|
1025
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$6.12M
|
+$155K
|
+321
|
+3%
|
|
