|
1001
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$376K
|
-$14.5K
|
-300
|
-4%
|
|
|
1002
|
Goodman Financial
Houston,
Texas
|
$376K
|
–
|
–
|
–
|
|
|
1003
|
North Star Asset Management
Neenah,
Wisconsin
|
$376K
|
+$21.3K
|
+440
|
+6%
|
|
|
1004
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$375K
|
-$43.1K
|
-891
|
-11%
|
|
|
1005
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$375K
|
-$3.04K
|
-63
|
-0.8%
|
|
|
1006
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$375K
|
–
|
–
|
–
|
|
|
1007
|
Savant Capital
Rockford,
Illinois
|
$373K
|
+$50.6K
|
+1,048
|
+16%
|
|
|
1008
|
BigSur Wealth Management
Miami,
Florida
|
$372K
|
–
|
–
|
–
|
|
|
1009
|
Birmingham Capital Management
Birmingham,
Alabama
|
$372K
|
–
|
–
|
–
|
|
|
1010
|
Fisher Asset Management
Camas,
Washington
|
$371K
|
-$676K
|
-13,981
|
-65%
|
|
|
1011
|
Freedom Investment Management
Hartford,
Connecticut
|
$369K
|
+$7.97K
|
+165
|
+2%
|
|
|
1012
|
Berkeley Capital Partners
Milton,
Georgia
|
$364K
|
+$6.38K
|
+132
|
+2%
|
|
|
1013
|
Barber Financial Group
Lenexa,
Kansas
|
$360K
|
+$3.58K
|
+74
|
+1%
|
|
|
1014
|
West Family Investments
Carlsbad,
California
|
$359K
|
–
|
–
|
–
|
|
|
1015
|
Penobscot Investment Management
Boston,
Massachusetts
|
$358K
|
-$218K
|
-4,520
|
-39%
|
|
|
1016
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$355K
|
-$49K
|
-1,014
|
-12%
|
|
|
1017
|
Capital Planning Advisors
Roseville,
California
|
$355K
|
+$344K
|
+7,126
|
New
|
|
|
1018
|
Harbor Advisors
West Palm Beach,
Florida
|
$353K
|
–
|
–
|
–
|
|
|
1019
|
MAI Capital Management
Independence,
Ohio
|
$352K
|
-$11.2K
|
-232
|
-3%
|
|
|
1020
|
Genesee Valley Trust
Pittsford,
New York
|
$351K
|
+$23.7K
|
+490
|
+7%
|
|
|
1021
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$350K
|
+$105K
|
+2,178
|
+45%
|
|
|
1022
|
Check Capital Management
Costa Mesa,
California
|
$349K
|
-$9.47K
|
-196
|
-3%
|
|
|
1023
|
American Financial Group
Cincinnati,
Ohio
|
$349K
|
–
|
–
|
–
|
|
|
1024
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$348K
|
–
|
–
|
–
|
|
|
1025
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$347K
|
–
|
–
|
–
|
|
