|
1001
|
John W. Brooker & Co
Oakland,
California
|
$304K
|
-$20.9K
|
-166
|
-7%
|
|
|
1002
|
Kelleher Financial Advisors
New York
|
$304K
|
–
|
–
|
–
|
|
|
1003
|
Peninsula Wealth
San Francisco,
California
|
$304K
|
–
|
–
|
–
|
|
|
1004
|
WealthSource Partners
San Luis Obispo,
California
|
$303K
|
-$69.2K
|
-550
|
-19%
|
|
|
1005
|
Naples Global Advisors
Naples,
Florida
|
$302K
|
–
|
–
|
–
|
|
|
1006
|
Fort Point Capital Partners
San Francisco,
California
|
$302K
|
+$37.1K
|
+295
|
+14%
|
|
|
1007
|
Richard C. Young & Co
Newport,
Rhode Island
|
$302K
|
+$40.8K
|
+324
|
+13%
|
|
|
1008
|
Bridges Investment Management
Omaha,
Nebraska
|
$301K
|
–
|
–
|
–
|
|
|
1009
|
Westside Investment Management
Santa Monica,
California
|
$301K
|
-$8.18K
|
-65
|
-0.2%
|
|
|
1010
|
Davidson Trust Company
Seattle,
Washington
|
$298K
|
–
|
–
|
–
|
|
|
1011
|
Anchor Investment Management
Columbia,
South Carolina
|
$297K
|
+$40.8K
|
+324
|
+16%
|
|
|
1012
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$296K
|
–
|
–
|
–
|
|
|
1013
|
Financial Engines Advisors
Santa Clara,
California
|
$292K
|
-$1.89K
|
-15
|
-0.7%
|
|
|
1014
|
Matrix Asset Advisors
White Plains,
New York
|
$290K
|
+$54.2K
|
+431
|
+24%
|
|
|
1015
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$289K
|
–
|
–
|
–
|
|
|
1016
|
Old Port Advisors
Portland,
Maine
|
$288K
|
-$4.91K
|
-39
|
-2%
|
|
|
1017
|
Lyell Wealth Management
Menlo Park,
California
|
$287K
|
-$92.5K
|
-735
|
-25%
|
|
|
1018
|
Gill Capital Partners
Denver,
Colorado
|
$287K
|
+$126
|
+1
|
+0%
|
|
|
1019
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$287K
|
+$25.3K
|
+201
|
+10%
|
|
|
1020
|
Hills Bank & Trust
North Liberty,
Iowa
|
$283K
|
-$1.26K
|
-10
|
-0.5%
|
|
|
1021
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$279K
|
–
|
–
|
–
|
|
|
1022
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$279K
|
–
|
–
|
–
|
|
|
1023
|
Executive Wealth Group
Kirkland,
Washington
|
$278K
|
–
|
–
|
–
|
|
|
1024
|
Brookstone Capital Management
Wheaton,
Illinois
|
$278K
|
+$272K
|
+2,158
|
New
|
|
|
1025
|
Gleason Group
Prospect,
Kentucky
|
$277K
|
+$1.38K
|
+11
|
+0.5%
|
|
