|
1001
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$242K
|
-$4.61K
|
-32
|
-2%
|
|
|
1002
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$241K
|
+$288
|
+2
|
+0.1%
|
|
|
1003
|
Longboard Asset Management
Phoenix,
Arizona
|
$239K
|
–
|
–
|
–
|
|
|
1004
|
Alta Capital Management
Salt Lake City,
Utah
|
$239K
|
+$1.01K
|
+7
|
+0.5%
|
|
|
1005
|
Schnieders Capital Management
Pasadena,
California
|
$239K
|
–
|
–
|
–
|
|
|
1006
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$238K
|
–
|
–
|
–
|
|
|
1007
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$238K
|
-$2.16K
|
-15
|
-1%
|
|
|
1008
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$238K
|
+$218K
|
+1,511
|
New
|
|
|
1009
|
Great Diamond Partners
Portland,
Maine
|
$237K
|
-$23.2K
|
-161
|
-10%
|
|
|
1010
|
Buckhead Capital Management
Atlanta,
Georgia
|
$237K
|
-$8.79K
|
-61
|
-4%
|
|
|
1011
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$236K
|
–
|
–
|
–
|
|
|
1012
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$236K
|
–
|
–
|
–
|
|
|
1013
|
Tompkins Financial
Ithaca,
New York
|
$236K
|
–
|
–
|
–
|
|
|
1014
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$236K
|
–
|
–
|
–
|
|
|
1015
|
JB Capital
Wethersfield,
Connecticut
|
$235K
|
+$215K
|
+1,491
|
New
|
|
|
1016
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$235K
|
+$215K
|
+1,490
|
New
|
|
|
1017
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$234K
|
+$215K
|
+1,490
|
New
|
|
|
1018
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$233K
|
+$213K
|
+1,479
|
New
|
|
|
1019
|
GeoWealth Management
Chicago,
Illinois
|
$232K
|
-$86.1K
|
-598
|
-29%
|
|
|
1020
|
Gill Capital Partners
Denver,
Colorado
|
$230K
|
+$210K
|
+1,461
|
New
|
|
|
1021
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$230K
|
+$210K
|
+1,461
|
New
|
|
|
1022
|
Aviance Capital Partners
Naples,
Florida
|
$230K
|
-$7.2K
|
-50
|
-3%
|
|
|
1023
|
HUB Investment Partners
Austin,
Texas
|
$229K
|
+$210K
|
+1,458
|
New
|
|
|
1024
|
Bogart Wealth LLC
Mclean,
Virginia
|
$229K
|
+$720
|
+5
|
+0.3%
|
|
|
1025
|
GHP Investment Advisors
Denver,
Colorado
|
$228K
|
-$231K
|
-1,601
|
-52%
|
|
