|
801
|
Westside Investment Management
Santa Monica,
California
|
$583K
|
+$559K
|
+2,700
|
New
|
|
|
802
|
Neville Rodie & Shaw
New York
|
$581K
|
-$2.64M
|
-12,740
|
-82%
|
|
|
803
|
IberiaBank
Lafayette,
Louisiana
|
$580K
|
+$7.87K
|
+38
|
+1%
|
|
|
804
|
Ballentine Partners
Waltham,
Massachusetts
|
$579K
|
-$408K
|
-1,969
|
-42%
|
|
|
805
|
Brown Advisory Securities
Baltimore,
Maryland
|
$569K
|
+$77.3K
|
+373
|
+16%
|
|
|
806
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$567K
|
–
|
–
|
–
|
|
|
807
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$563K
|
-$660K
|
-3,188
|
-54%
|
|
|
808
|
Roundview Capital
Princeton,
New Jersey
|
$556K
|
+$195K
|
+940
|
+55%
|
|
|
809
|
Lafayette Investments
Ashton,
Maryland
|
$555K
|
–
|
–
|
–
|
|
|
810
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$554K
|
+$346K
|
+1,671
|
+173%
|
|
|
811
|
Chelsea Counsel Company
Los Angeles,
California
|
$547K
|
–
|
–
|
–
|
|
|
812
|
Northeast Financial Consultants
Westport,
Connecticut
|
$547K
|
–
|
–
|
–
|
|
|
813
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$540K
|
-$160K
|
-772
|
-23%
|
|
|
814
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$538K
|
+$520K
|
+2,512
|
New
|
|
|
815
|
Plancorp LLC
Saint Louis,
Missouri
|
$536K
|
+$529K
|
+2,556
|
New
|
|
|
816
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$535K
|
+$442K
|
+2,136
|
+518%
|
|
|
817
|
Ashburton (Jersey)
St Helier,
Jersey
|
$530K
|
–
|
–
|
–
|
|
|
818
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$529K
|
-$343K
|
-1,658
|
-40%
|
|
|
819
|
Montag & Associates
Atlanta,
Georgia
|
$529K
|
+$522K
|
+2,520
|
New
|
|
|
820
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$512K
|
-$414
|
-2
|
-0.1%
|
|
|
821
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$511K
|
-$221K
|
-1,065
|
-30%
|
|
|
822
|
Scout Investments
Kansas City,
Missouri
|
$509K
|
+$46.2K
|
+223
|
+10%
|
|
|
823
|
Checchi Capital Advisers
Beverly Hills,
California
|
$508K
|
-$215K
|
-1,036
|
-30%
|
|
|
824
|
First National Trust
Hermitage,
Pennsylvania
|
$504K
|
-$262K
|
-1,266
|
-35%
|
|
|
825
|
Tarbox Family Office
Newport Beach,
California
|
$499K
|
-$3.11K
|
-15
|
-0.6%
|
|