|
1301
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$667K
|
–
|
–
|
–
|
|
|
1302
|
Joel Isaacson & Co
New York
|
$666K
|
+$17.7K
|
+420
|
+2%
|
|
|
1303
|
Icon Advisers
Greenwood Village,
Colorado
|
$662K
|
–
|
–
|
–
|
|
|
1304
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$661K
|
-$61.6K
|
-1,461
|
-7%
|
|
|
1305
|
Mission Wealth Management
Santa Barbara,
California
|
$659K
|
-$113K
|
-2,677
|
-12%
|
|
|
1306
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$659K
|
-$53.1K
|
-1,259
|
-6%
|
|
|
1307
|
|
$657K
|
+$58.8K
|
+1,394
|
+8%
|
|
|
1308
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$655K
|
–
|
–
|
–
|
|
|
1309
|
WMS Partners
Towson,
Maryland
|
$649K
|
+$127
|
+3
|
+0%
|
|
|
1310
|
Koshinski Asset Management
Decatur,
Illinois
|
$649K
|
+$110K
|
+2,597
|
+16%
|
|
|
1311
|
Rathbones Group
Liverpool,
United Kingdom
|
$648K
|
-$496K
|
-11,755
|
-38%
|
|
|
1312
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$648K
|
-$19.2K
|
-456
|
-2%
|
|
|
1313
|
Cubic Asset Management
Boston,
Massachusetts
|
$647K
|
-$50.4K
|
-1,195
|
-6%
|
|
|
1314
|
Occidental Asset Management
Burlingame,
California
|
$646K
|
+$793K
|
+18,802
|
New
|
|
|
1315
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$643K
|
–
|
–
|
–
|
|
|
1316
|
FCG Advisors
Chatham,
New Jersey
|
$643K
|
+$116K
|
+2,754
|
+17%
|
|
|
1317
|
RBA Wealth Management
Newport Beach,
California
|
$641K
|
+$388K
|
+9,188
|
+97%
|
|
|
1318
|
GW & Wade
Wellesley,
Massachusetts
|
$637K
|
+$8.78K
|
+208
|
+1%
|
|
|
1319
|
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
|
$635K
|
-$446K
|
-10,563
|
-36%
|
|
|
1320
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$635K
|
+$239K
|
+5,659
|
+44%
|
|
|
1321
|
Montgomery Investment Management
Rockville,
Maryland
|
$634K
|
–
|
–
|
–
|
|
|
1322
|
Modera Wealth Management
Westwood,
New Jersey
|
$632K
|
+$5.65K
|
+134
|
+0.7%
|
|
|
1323
|
Fulton Bank
Lancaster,
Pennsylvania
|
$631K
|
-$483K
|
-11,438
|
-38%
|
|
|
1324
|
|
$631K
|
+$416K
|
+9,860
|
+116%
|
|
|
1325
|
Strategic Advisors
New York
|
$630K
|
-$8.94K
|
-212
|
-1%
|
|
