|
301
|
Grandfield & Dodd
New York
|
$10.8M
|
–
|
–
|
–
|
|
|
302
|
Matthew 25 Management Corp
Ambler,
Pennsylvania
|
$10.8M
|
–
|
–
|
–
|
|
|
303
|
Strata Wealth Advisors
Dallas,
Texas
|
$10.8M
|
–
|
–
|
–
|
|
|
304
|
CPA Asset Management
West Palm Beach,
Florida
|
$10.1M
|
-$736K
|
-1
|
-7%
|
|
|
305
|
Argent Trust Co
Nashville,
Tennessee
|
$10.1M
|
–
|
–
|
–
|
|
|
306
|
Aviance Capital Partners
Naples,
Florida
|
$10.1M
|
–
|
–
|
–
|
|
|
307
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$10.1M
|
–
|
–
|
–
|
|
|
308
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$10.1M
|
–
|
–
|
–
|
|
|
309
|
Mather Group
Chicago,
Illinois
|
$10.1M
|
–
|
–
|
–
|
|
|
310
|
M. Kulyk & Associates
Decatur,
Georgia
|
$10.1M
|
–
|
–
|
–
|
|
|
311
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$10.1M
|
–
|
–
|
–
|
|
|
312
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$10.1M
|
–
|
–
|
–
|
|
|
313
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$10.1M
|
–
|
–
|
–
|
|
|
314
|
Wallace Capital Management
Dallas,
Texas
|
$10.1M
|
–
|
–
|
–
|
|
|
315
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$10.1M
|
+$736K
|
+1
|
+8%
|
|
|
316
|
Simon Quick Advisors
Morristown,
New Jersey
|
$10.1M
|
+$736K
|
+1
|
+8%
|
|
|
317
|
Wealthspire Advisors (New York)
New York
|
$9.69M
|
–
|
–
|
–
|
|
|
318
|
RhumbLine Advisers
Boston,
Massachusetts
|
$9.34M
|
-$2.95M
|
-4
|
-24%
|
|
|
319
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$9.34M
|
-$736K
|
-1
|
-7%
|
|
|
320
|
Valeo Financial Advisors
Carmel,
Indiana
|
$9.34M
|
-$736K
|
-1
|
-7%
|
|
|
321
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$9.34M
|
–
|
–
|
–
|
|
|
322
|
Financial Engines Advisors
Santa Clara,
California
|
$9.34M
|
–
|
–
|
–
|
|
|
323
|
Griffin Asset Management
New York
|
$9.34M
|
–
|
–
|
–
|
|
|
324
|
Keel Point
Huntsville,
Alabama
|
$9.34M
|
–
|
–
|
–
|
|
|
325
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$9.34M
|
–
|
–
|
–
|
|
