|
801
|
Fisher Asset Management
Camas,
Washington
|
$738K
|
+$62.9K
|
+1,434
|
+10%
|
|
|
802
|
Legacy Private Trust
Neenah,
Wisconsin
|
$735K
|
+$43.5K
|
+990
|
+7%
|
|
|
803
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$734K
|
-$4.08K
|
-93
|
-0.6%
|
|
|
804
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$729K
|
+$10.4K
|
+236
|
+2%
|
|
|
805
|
R.M. Davis Inc
Portland,
Maine
|
$725K
|
-$79K
|
-1,799
|
-10%
|
|
|
806
|
Inverness Counsel
New York
|
$724K
|
-$6.58K
|
-150
|
-0.9%
|
|
|
807
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$717K
|
+$30.7K
|
+700
|
+5%
|
|
|
808
|
Ronald Blue & Co
Roswell,
Georgia
|
$717K
|
+$269K
|
+6,139
|
+66%
|
|
|
809
|
Manchester Capital Management
Manchester,
Vermont
|
$715K
|
-$8.43K
|
-192
|
-1%
|
|
|
810
|
Needelman Asset Management
Ladera Ranch,
California
|
$714K
|
–
|
–
|
–
|
|
|
811
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$712K
|
–
|
–
|
–
|
|
|
812
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$708K
|
-$17.3K
|
-395
|
-3%
|
|
|
813
|
HighTower Trust
Houston,
Texas
|
$705K
|
-$75.5K
|
-1,720
|
-10%
|
|
|
814
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$705K
|
-$20K
|
-455
|
-3%
|
|
|
815
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$705K
|
+$669K
|
+15,230
|
New
|
|
|
816
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$702K
|
+$22.4K
|
+510
|
+3%
|
|
|
817
|
Envestnet Asset Management
Chicago,
Illinois
|
$698K
|
-$219K
|
-4,998
|
-25%
|
|
|
818
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$697K
|
–
|
–
|
–
|
|
|
819
|
Bath Savings Trust
Bath,
Maine
|
$696K
|
+$142K
|
+3,225
|
+27%
|
|
|
820
|
Cohen Capital Management
Corte Madera,
California
|
$694K
|
–
|
–
|
–
|
|
|
821
|
Capital Wealth Planning
Naples,
Florida
|
$694K
|
+$658K
|
+15,000
|
New
|
|
|
822
|
First Merchants Corp
Muncie,
Indiana
|
$688K
|
-$4.39K
|
-100
|
-0.7%
|
|
|
823
|
ParenteBeard Wealth Management
York,
Pennsylvania
|
$688K
|
–
|
–
|
–
|
|
|
824
|
SII Investments
Appleton,
Wisconsin
|
$680K
|
+$31K
|
+707
|
+5%
|
|
|
825
|
Visionary Asset Management
Houston,
Texas
|
$679K
|
+$670K
|
+15,267
|
New
|
|
