|
501
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$726K
|
–
|
–
|
–
|
|
|
502
|
Banyan Partners
Palm Beach Gardens,
Florida
|
$715K
|
+$52.9K
|
+433
|
+8%
|
|
|
503
|
Arden Trust
Wilmington,
Delaware
|
$711K
|
-$212K
|
-1,734
|
-23%
|
|
|
504
|
Whittier Trust
South Pasadena,
California
|
$711K
|
–
|
–
|
–
|
|
|
505
|
Allen Investment Management
New York
|
$711K
|
+$348K
|
+2,850
|
+93%
|
|
|
506
|
Rockland Trust
Hanover,
Massachusetts
|
$707K
|
-$83.2K
|
-681
|
-10%
|
|
|
507
|
MAI Capital Management
Independence,
Ohio
|
$693K
|
-$29.4K
|
-241
|
-4%
|
|
|
508
|
Zevin Asset Management
Boston,
Massachusetts
|
$687K
|
–
|
–
|
–
|
|
|
509
|
Williams Jones & Associates
New York
|
$677K
|
-$277K
|
-2,270
|
-29%
|
|
|
510
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$677K
|
-$59.1K
|
-484
|
-8%
|
|
|
511
|
Cambridge Trust
Cambridge,
Massachusetts
|
$676K
|
+$4.4K
|
+36
|
+0.6%
|
|
|
512
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$661K
|
-$28.4K
|
-232
|
-4%
|
|
|
513
|
Chemical Bank
Detroit,
Michigan
|
$660K
|
–
|
–
|
–
|
|
|
514
|
SVA Wealth Management
Madison,
Wisconsin
|
$659K
|
+$1.34K
|
+11
|
+0.2%
|
|
|
515
|
Cordasco Financial Network
Naples,
Florida
|
$654K
|
–
|
–
|
–
|
|
|
516
|
|
$651K
|
–
|
–
|
–
|
|
|
517
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$651K
|
–
|
–
|
–
|
|
|
518
|
Santa Fe Partners
Santa Fe,
New Mexico
|
$645K
|
-$2.67M
|
-21,877
|
-80%
|
|
|
519
|
Shinko Asset Management Company
Tokyo,
Japan
|
$645K
|
-$119K
|
-973
|
-15%
|
|
|
520
|
IKOS CIF
Limassol,
Cyprus
|
$640K
|
+$647K
|
+5,298
|
New
|
|
|
521
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$639K
|
+$334K
|
+2,735
|
+106%
|
|
|
522
|
Montag & Associates
Atlanta,
Georgia
|
$625K
|
–
|
–
|
–
|
|
|
523
|
Essex Financial Services
Essex,
Connecticut
|
$614K
|
–
|
–
|
–
|
|
|
524
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$612K
|
+$133K
|
+1,092
|
+27%
|
|
|
525
|
Creative Planning
Overland Park,
Kansas
|
$598K
|
+$137K
|
+1,123
|
+29%
|
|
