|
1026
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$3.12M
|
-$52.5K
|
-1,100
|
-2%
|
|
|
1027
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.1M
|
-$494K
|
-10,360
|
-14%
|
|
|
1028
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$3.08M
|
+$1.07M
|
+22,480
|
+55%
|
|
|
1029
|
Hartline Investment Corp
Winnetka,
Illinois
|
$3.04M
|
+$1.23M
|
+25,880
|
+70%
|
|
|
1030
|
|
$3.04M
|
+$1.04M
|
+21,880
|
+54%
|
|
|
1031
|
Apriem Advisors
Irvine,
California
|
$3.03M
|
-$188K
|
-3,940
|
-6%
|
|
|
1032
|
SII Investments
Appleton,
Wisconsin
|
$3.02M
|
+$91.6K
|
+1,920
|
+3%
|
|
|
1033
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.02M
|
+$512K
|
+10,740
|
+23%
|
|
|
1034
|
Liberty Capital Management
Birmingham,
Michigan
|
$3.01M
|
+$89.7K
|
+1,880
|
+3%
|
|
|
1035
|
HighVista Strategies
Boston,
Massachusetts
|
$3M
|
-$1.14M
|
-24,000
|
-28%
|
|
|
1036
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$3M
|
–
|
–
|
–
|
|
|
1037
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.99M
|
+$248K
|
+5,200
|
+9%
|
|
|
1038
|
Wasatch Advisors
Salt Lake City,
Utah
|
$2.99M
|
-$1.04M
|
-21,800
|
-26%
|
|
|
1039
|
Security National Trust
Wheeling,
West Virginia
|
$2.99M
|
+$62K
|
+1,300
|
+2%
|
|
|
1040
|
Fulton Bank
Lancaster,
Pennsylvania
|
$2.98M
|
+$525K
|
+11,000
|
+22%
|
|
|
1041
|
Bath Savings Trust
Bath,
Maine
|
$2.98M
|
+$93.5K
|
+1,960
|
+3%
|
|
|
1042
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$2.98M
|
+$485K
|
+10,160
|
+20%
|
|
|
1043
|
Security Asset Management
New York
|
$2.97M
|
-$4.77K
|
-100
|
-0.2%
|
|
|
1044
|
Merriman Wealth Management
Seattle,
Washington
|
$2.96M
|
+$117K
|
+2,460
|
+4%
|
|
|
1045
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$2.95M
|
-$94.5K
|
-1,980
|
-3%
|
|
|
1046
|
Covenant Asset Management
Chester,
New Jersey
|
$2.95M
|
+$10.5K
|
+220
|
+0.4%
|
|
|
1047
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$2.94M
|
+$21.9K
|
+460
|
+0.8%
|
|
|
1048
|
Stableford Capital II
Scottsdale,
Arizona
|
$2.93M
|
+$82.1K
|
+1,720
|
+3%
|
|
|
1049
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$2.91M
|
+$1.24M
|
+26,000
|
+76%
|
|
|
1050
|
Transform Wealth
Greenwood Village,
Colorado
|
$2.91M
|
+$151K
|
+3,160
|
+6%
|
|
