|
1001
|
Vivaldi Capital Management
Chicago,
Illinois
|
$254K
|
–
|
–
|
–
|
|
|
1002
|
Austin Private Wealth
Austin,
Texas
|
$253K
|
–
|
–
|
–
|
|
|
1003
|
Palladium Partners
Norfolk,
Virginia
|
$251K
|
-$1.33K
|
-36
|
-0.5%
|
|
|
1004
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$251K
|
+$443
|
+12
|
+0.2%
|
|
|
1005
|
Insight Wealth Strategies
San Ramon,
California
|
$249K
|
–
|
–
|
–
|
|
|
1006
|
Landaas & Company
Milwaukee,
Wisconsin
|
$249K
|
–
|
–
|
–
|
|
|
1007
|
First Nebraska Trust
Lincoln,
Nebraska
|
$247K
|
–
|
–
|
–
|
|
|
1008
|
Boston Trust Walden
Boston,
Massachusetts
|
$245K
|
–
|
–
|
–
|
|
|
1009
|
Glenview Trust
Louisville,
Kentucky
|
$245K
|
+$18.2K
|
+492
|
+8%
|
|
|
1010
|
Calamos Wealth Management
Naperville,
Illinois
|
$241K
|
–
|
–
|
–
|
|
|
1011
|
Peregrine Asset Advisers
Portland,
Oregon
|
$241K
|
–
|
–
|
–
|
|
|
1012
|
Wealth Quarterback
Toms River,
New Jersey
|
$240K
|
–
|
–
|
–
|
|
|
1013
|
|
$240K
|
+$222K
|
+6,000
|
New
|
|
|
1014
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$239K
|
-$105K
|
-2,832
|
-31%
|
|
|
1015
|
Farr Miller & Washington
Washington,
District of Columbia
|
$238K
|
-$6.2K
|
-168
|
-3%
|
|
|
1016
|
Indie Asset Partners
Carmel,
Indiana
|
$238K
|
+$232K
|
+6,282
|
New
|
|
|
1017
|
Madden Securities
Dallas,
Texas
|
$236K
|
–
|
–
|
–
|
|
|
1018
|
TrinityPoint Wealth
Milford,
Connecticut
|
$234K
|
-$57.6K
|
-1,560
|
-20%
|
|
|
1019
|
Capital Advantage
Walnut Creek,
California
|
$233K
|
–
|
–
|
–
|
|
|
1020
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$232K
|
-$17.3K
|
-468
|
-7%
|
|
|
1021
|
Shoker Investment Counsel
Oxford,
Ohio
|
$232K
|
+$227K
|
+6,138
|
New
|
|
|
1022
|
Spinnaker Trust
Portland,
Maine
|
$229K
|
–
|
–
|
–
|
|
|
1023
|
West Coast Financial
Santa Barbara,
California
|
$229K
|
–
|
–
|
–
|
|
|
1024
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$229K
|
+$104K
|
+2,820
|
+88%
|
|
|
1025
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$229K
|
+$223K
|
+6,048
|
New
|
|
