|
1101
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$240K
|
+$231K
|
+2,000
|
New
|
|
|
1102
|
Sterling Global Strategies
Carlsbad,
California
|
$240K
|
+$231K
|
+2,000
|
New
|
|
|
1103
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$240K
|
–
|
–
|
–
|
|
|
1104
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$239K
|
–
|
–
|
–
|
|
|
1105
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$238K
|
–
|
–
|
–
|
|
|
1106
|
MU Investments Company
Tokyo,
Japan
|
$236K
|
-$544K
|
-4,700
|
-70%
|
|
|
1107
|
Train Babcock Advisors
New York
|
$234K
|
-$41.1K
|
-355
|
-15%
|
|
|
1108
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$234K
|
–
|
–
|
–
|
|
|
1109
|
Scout Investments
Kansas City,
Missouri
|
$230K
|
+$222K
|
+1,921
|
New
|
|
|
1110
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$228K
|
-$23.1K
|
-200
|
-10%
|
|
|
1111
|
Cortland Associates
St Louis,
Missouri
|
$224K
|
-$3.47K
|
-30
|
-2%
|
|
|
1112
|
Alpha Windward
Westwood,
Massachusetts
|
$223K
|
-$116
|
-1
|
-0.1%
|
|
|
1113
|
Rock Point Advisors
Burlington,
Vermont
|
$221K
|
-$5.21K
|
-45
|
-2%
|
|
|
1114
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$221K
|
–
|
–
|
–
|
|
|
1115
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
1116
|
WrapManager Inc
Mill Valley,
California
|
$219K
|
+$212K
|
+1,831
|
New
|
|
|
1117
|
Meyer Handelman Company
Rye Brook,
New York
|
$216K
|
+$208K
|
+1,800
|
New
|
|
|
1118
|
Middleton & Co
Boston,
Massachusetts
|
$216K
|
+$208K
|
+1,801
|
New
|
|
|
1119
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$215K
|
+$207K
|
+1,790
|
New
|
|
|
1120
|
Next Financial Group
Houston,
Texas
|
$214K
|
+$1.16K
|
+10
|
+0.6%
|
|
|
1121
|
Weatherstone Capital Management
Denver,
Colorado
|
$213K
|
+$206K
|
+1,781
|
New
|
|
|
1122
|
Bank of the West
Monterey Park,
California
|
$211K
|
-$55.5K
|
-480
|
-21%
|
|
|
1123
|
Prelude Capital Management
New York
|
$210K
|
-$848K
|
-7,332
|
-81%
|
|
|
1124
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$209K
|
+$202K
|
+1,744
|
New
|
|
|
1125
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$207K
|
+$200K
|
+1,730
|
New
|
|