|
1001
|
Rampart Investment Management
Hartford,
Connecticut
|
$1.41M
|
-$4.95M
|
-154,530
|
-77%
|
|
|
1002
|
Successful Portfolios
Clearwater,
Florida
|
$1.41M
|
+$24.4K
|
+762
|
+2%
|
|
|
1003
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.41M
|
-$354K
|
-11,040
|
-20%
|
|
|
1004
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.4M
|
-$96
|
-3
|
-0%
|
|
|
1005
|
R.H. Dinel Investment Counsel
Los Angeles,
California
|
$1.4M
|
+$1.45M
|
+45,150
|
New
|
|
|
1006
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.4M
|
–
|
–
|
–
|
|
|
1007
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.4M
|
+$9.62K
|
+300
|
+0.7%
|
|
|
1008
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.39M
|
-$794K
|
-24,780
|
-36%
|
|
|
1009
|
Freedom Day Solutions
Houston,
Texas
|
$1.39M
|
+$217K
|
+6,777
|
+18%
|
|
|
1010
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.38M
|
+$23.3K
|
+726
|
+2%
|
|
|
1011
|
CX Institutional
Auburn,
Indiana
|
$1.38M
|
-$122K
|
-3,807
|
-8%
|
|
|
1012
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.38M
|
+$252K
|
+7,860
|
+22%
|
|
|
1013
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$1.37M
|
–
|
–
|
–
|
|
|
1014
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.36M
|
-$7.21K
|
-225
|
-0.5%
|
|
|
1015
|
Dearborn Partners
Chicago,
Illinois
|
$1.35M
|
+$628K
|
+19,602
|
+82%
|
|
|
1016
|
AssetMark Inc
Concord,
California
|
$1.35M
|
-$194K
|
-6,066
|
-12%
|
|
|
1017
|
SimplyRich
Carlsbad,
California
|
$1.35M
|
–
|
–
|
–
|
|
|
1018
|
Arlington Partners
Birmingham,
Alabama
|
$1.34M
|
-$167K
|
-5,220
|
-11%
|
|
|
1019
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.34M
|
+$11.9K
|
+372
|
+0.9%
|
|
|
1020
|
American National Registered Investment Advisor
Galveston,
Texas
|
$1.34M
|
–
|
–
|
–
|
|
|
1021
|
RBC Europe
London,
United Kingdom
|
$1.34M
|
-$3.85K
|
-120
|
-0.3%
|
|
|
1022
|
Two Sigma Investments
New York
|
$1.33M
|
-$114M
|
-3,556,152
|
-99%
|
|
|
1023
|
AMG Funds
Stamford,
Connecticut
|
$1.33M
|
-$353K
|
-11,025
|
-20%
|
|
|
1024
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$1.33M
|
-$3.85K
|
-120
|
-0.3%
|
|
|
1025
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$1.33M
|
+$36.8K
|
+1,149
|
+3%
|
|
