|
1001
|
Boston Family Office
Boston,
Massachusetts
|
$259K
|
–
|
–
|
–
|
|
|
1002
|
Everett Harris & Co
Los Angeles,
California
|
$258K
|
–
|
–
|
–
|
|
|
1003
|
Twin Tree Management
Dallas,
Texas
|
$257K
|
+$251K
|
+8,554
|
New
|
|
|
1004
|
Barrett Asset Management
New York
|
$253K
|
-$117K
|
-4,000
|
-32%
|
|
|
1005
|
First Horizon Advisors
Memphis,
Tennessee
|
$253K
|
-$23.4K
|
-796
|
-9%
|
|
|
1006
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$253K
|
+$117
|
+4
|
+0%
|
|
|
1007
|
Tompkins Financial
Ithaca,
New York
|
$253K
|
+$31.8K
|
+1,082
|
+15%
|
|
|
1008
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$251K
|
–
|
–
|
–
|
|
|
1009
|
Parthenon LLC
Louisville,
Kentucky
|
$251K
|
–
|
–
|
–
|
|
|
1010
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$245K
|
+$239K
|
+8,144
|
New
|
|
|
1011
|
QCI Asset Management
Pittsford,
New York
|
$242K
|
-$2.11K
|
-72
|
-0.9%
|
|
|
1012
|
Osborne Partners Capital Management
San Francisco,
California
|
$241K
|
-$88.3K
|
-3,008
|
-27%
|
|
|
1013
|
Trust Company of the Ozarks
Springfield,
Missouri
|
$238K
|
+$232K
|
+7,910
|
New
|
|
|
1014
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$236K
|
+$222K
|
+7,572
|
+2,524%
|
|
|
1015
|
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
$235K
|
-$23.5K
|
-800
|
-9%
|
|
|
1016
|
Pacer Advisors
Malvern,
Pennsylvania
|
$234K
|
–
|
–
|
–
|
|
|
1017
|
RNC Capital Management
Los Angeles,
California
|
$233K
|
-$4.23K
|
-144
|
-2%
|
|
|
1018
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$233K
|
–
|
–
|
–
|
|
|
1019
|
Security National Trust
Wheeling,
West Virginia
|
$233K
|
–
|
–
|
–
|
|
|
1020
|
Genesee Valley Trust
Pittsford,
New York
|
$232K
|
-$12.6K
|
-428
|
-5%
|
|
|
1021
|
ACG Wealth
Atlanta,
Georgia
|
$232K
|
+$227K
|
+7,726
|
New
|
|
|
1022
|
Crosspoint Capital Strategies
Orinda,
California
|
$231K
|
-$99.8K
|
-3,400
|
-31%
|
|
|
1023
|
Univest Financial
Souderton,
Pennsylvania
|
$231K
|
-$23.5K
|
-802
|
-9%
|
|
|
1024
|
Mairs & Power Inc
St Paul,
Minnesota
|
$231K
|
+$5.23K
|
+178
|
+2%
|
|
|
1025
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$230K
|
+$225K
|
+7,662
|
New
|
|
