|
1076
|
Weatherly Asset Management
Del Mar,
California
|
$270K
|
–
|
–
|
–
|
|
|
1077
|
United Bank (West Virginia)
Parkersburg,
West Virginia
|
$269K
|
–
|
–
|
–
|
|
|
1078
|
Meridian Investment Counsel
Lafayette,
California
|
$269K
|
+$259K
|
+2,242
|
New
|
|
|
1079
|
Shinko Asset Management Company
Tokyo,
Japan
|
$267K
|
–
|
–
|
–
|
|
|
1080
|
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
|
$265K
|
-$29.3K
|
-253
|
-10%
|
|
|
1081
|
Marco Investment Management
Atlanta,
Georgia
|
$264K
|
–
|
–
|
–
|
|
|
1082
|
|
$263K
|
–
|
–
|
–
|
|
|
1083
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$262K
|
+$253K
|
+2,184
|
New
|
|
|
1084
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$259K
|
-$2.89K
|
-25
|
-1%
|
|
|
1085
|
Callan Capital
La Jolla,
California
|
$251K
|
–
|
–
|
–
|
|
|
1086
|
Yorktown Management & Research Company
Forest,
Virginia
|
$251K
|
–
|
–
|
–
|
|
|
1087
|
Gupta Wealth Management
San Diego,
California
|
$248K
|
-$81.9K
|
-708
|
-25%
|
|
|
1088
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$248K
|
+$239K
|
+2,070
|
New
|
|
|
1089
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$247K
|
–
|
–
|
–
|
|
|
1090
|
Evermay Wealth Management
Arlington,
Virginia
|
$246K
|
-$55.4K
|
-479
|
-19%
|
|
|
1091
|
Howland Capital Management
Boston,
Massachusetts
|
$246K
|
–
|
–
|
–
|
|
|
1092
|
Montecito Bank & Trust
Santa Barbara,
California
|
$246K
|
+$238K
|
+2,053
|
New
|
|
|
1093
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$241K
|
+$233K
|
+2,010
|
New
|
|
|
1094
|
Chelsea Counsel Company
Los Angeles,
California
|
$240K
|
-$278K
|
-2,400
|
-55%
|
|
|
1095
|
Cowen Prime Advisors
New York
|
$240K
|
–
|
–
|
–
|
|
|
1096
|
Gruss & Co
West Palm Beach,
Florida
|
$240K
|
–
|
–
|
–
|
|
|
1097
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$240K
|
–
|
–
|
–
|
|
|
1098
|
Stonebridge Capital Management
Los Angeles,
California
|
$240K
|
–
|
–
|
–
|
|
|
1099
|
Gagnon Securities
New York
|
$240K
|
+$578
|
+5
|
+0.2%
|
|
|
1100
|
BTR Capital Management
Oakland,
California
|
$240K
|
+$231K
|
+2,000
|
New
|
|