|
1001
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$550K
|
–
|
–
|
–
|
|
|
1002
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$546K
|
+$93.5K
|
+600
|
+21%
|
|
|
1003
|
Whalerock Point Partners
Providence,
Rhode Island
|
$545K
|
+$87.3K
|
+560
|
+20%
|
|
|
1004
|
East Coast Asset Management
Essex,
Massachusetts
|
$542K
|
–
|
–
|
–
|
|
|
1005
|
Mizuho Asset Management
Tokyo,
Japan
|
$537K
|
+$135K
|
+866
|
+35%
|
|
|
1006
|
Leavell Investment Management
Mobile,
Alabama
|
$535K
|
–
|
–
|
–
|
|
|
1007
|
Howe & Rusling
Rochester,
New York
|
$523K
|
-$11.7K
|
-75
|
-2%
|
|
|
1008
|
Brookmont Capital Management
Dallas,
Texas
|
$523K
|
+$511K
|
+3,282
|
New
|
|
|
1009
|
Empirical Wealth Management
Seattle,
Washington
|
$520K
|
+$156
|
+1
|
+0%
|
|
|
1010
|
Spirit of America Management Corp
Syosset,
New York
|
$518K
|
+$257K
|
+1,650
|
+103%
|
|
|
1011
|
Keel Point Advisors
Vienna,
Virginia
|
$517K
|
+$506K
|
+3,246
|
New
|
|
|
1012
|
|
$516K
|
+$505K
|
+3,238
|
New
|
|
|
1013
|
Evanson Asset Management
Carmel,
California
|
$512K
|
+$501K
|
+3,216
|
New
|
|
|
1014
|
Hall Capital Management
Barrington,
Rhode Island
|
$508K
|
+$497K
|
+3,191
|
New
|
|
|
1015
|
SVA Wealth Management
Madison,
Wisconsin
|
$505K
|
–
|
–
|
–
|
|
|
1016
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$503K
|
-$20.6K
|
-132
|
-4%
|
|
|
1017
|
Savant Capital
Rockford,
Illinois
|
$503K
|
-$12.5K
|
-80
|
-2%
|
|
|
1018
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$499K
|
+$37.4M
|
+240,082
|
+8%
|
|
|
1019
|
Stone Ridge Asset Management
New York
|
$494K
|
+$483K
|
+3,100
|
New
|
|
|
1020
|
Elite Wealth Management
Kirkland,
Washington
|
$493K
|
–
|
–
|
–
|
|
|
1021
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$493K
|
+$6.54K
|
+42
|
+1%
|
|
|
1022
|
Patten & Patten
Chattanooga,
Tennessee
|
$493K
|
+$234K
|
+1,500
|
+94%
|
|
|
1023
|
Field & Main Bank
Henderson,
Kentucky
|
$488K
|
+$23.4K
|
+150
|
+5%
|
|
|
1024
|
Alta Capital Management
Salt Lake City,
Utah
|
$487K
|
–
|
–
|
–
|
|
|
1025
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$482K
|
–
|
–
|
–
|
|
