|
1
|
Summitry LLC
Foster City,
California
|
$20.4M
|
+$20.4M
|
+65,189
|
New
|
|
|
2
|
Altavista Wealth Management
Asheville,
North Carolina
|
$3.62M
|
+$503K
|
+1,611
|
+16%
|
|
|
3
|
Independent Investors Inc
Nesconset,
New York
|
$1.72M
|
+$1.72M
|
+5,500
|
New
|
|
|
4
|
LMR Partners
London,
United Kingdom
|
$1.54M
|
+$1.54M
|
+4,945
|
New
|
|
|
5
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.24M
|
-$62.5K
|
-200
|
-5%
|
|
|
6
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$1.17M
|
-$64.7K
|
-207
|
-5%
|
|
|
7
|
Dowling & Yahnke
San Diego,
California
|
$806K
|
+$57.8K
|
+185
|
+8%
|
|
|
8
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$781K
|
+$781K
|
+2,500
|
New
|
|
|
9
|
Accuvest Global Advisors
Provo,
Utah
|
$680K
|
–
|
–
|
–
|
|
|
10
|
Liberty Capital Management
Birmingham,
Michigan
|
$680K
|
–
|
–
|
–
|
|
|
11
|
Grassi Investment Management
Santa Clara,
California
|
$675K
|
-$109K
|
-350
|
-14%
|
|
|
12
|
Asset Advisors Corp
Augusta,
Georgia
|
$636K
|
-$433K
|
-1,386
|
-41%
|
|
|
13
|
Chartist Inc
Seal Beach,
California
|
$600K
|
+$600K
|
+1,921
|
New
|
|
|
14
|
Starfire Investment Advisers
Southfield,
Michigan
|
$577K
|
+$9.38K
|
+30
|
+2%
|
|
|
15
|
Peregrine Asset Advisers
Portland,
Oregon
|
$508K
|
-$3M
|
-9,593
|
-86%
|
|
|
16
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$488K
|
+$2.81K
|
+9
|
+0.6%
|
|
|
17
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$401K
|
+$9.99K
|
+32
|
+3%
|
|
|
18
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$313K
|
–
|
–
|
–
|
|
|
19
|
Mark Asset Management
New York
|
$313K
|
+$313K
|
+1,000
|
New
|
|
|
20
|
Marshwinds Advisory
St Simons Island,
Georgia
|
$290K
|
–
|
–
|
–
|
|
|
21
|
Doheny Asset Management
Los Angeles,
California
|
$230K
|
-$13.8K
|
-44
|
-6%
|
|
|
22
|
Toth Financial Advisory
Leesburg,
Virginia
|
$223K
|
-$47.5K
|
-152
|
-18%
|
|
|
23
|
Reynolds Capital Management
Las Vegas,
Nevada
|
$219K
|
-$57.6K
|
-184
|
-21%
|
|
|
24
|
Bartlett & Co
Cincinnati,
Ohio
|
$145K
|
–
|
–
|
–
|
|
|
25
|
Castleark Management
Chicago,
Illinois
|
$138K
|
+$138K
|
+441
|
New
|
|