|
501
|
Carret Asset Management
New York
|
$891K
|
+$917K
|
+22,855
|
New
|
|
|
502
|
Covington Capital Management
Los Angeles,
California
|
$884K
|
-$2.01K
|
-50
|
-0.2%
|
|
|
503
|
Redwood Investment Management
Scottsdale,
Arizona
|
$872K
|
+$236K
|
+5,890
|
+36%
|
|
|
504
|
Security National Trust
Wheeling,
West Virginia
|
$871K
|
+$71.4K
|
+1,780
|
+9%
|
|
|
505
|
Joel Isaacson & Co
New York
|
$856K
|
-$160
|
-4
|
-0%
|
|
|
506
|
United Capital Financial Advisors
Irving,
Texas
|
$845K
|
-$400K
|
-9,963
|
-31%
|
|
|
507
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$843K
|
–
|
–
|
–
|
|
|
508
|
Commerce Bank
Kansas City,
Missouri
|
$842K
|
+$22.3K
|
+557
|
+3%
|
|
|
509
|
|
$828K
|
+$852K
|
+21,230
|
New
|
|
|
510
|
Argent Trust Co
Nashville,
Tennessee
|
$823K
|
+$37.5K
|
+935
|
+5%
|
|
|
511
|
Suntrust Banks
Atlanta,
Georgia
|
$821K
|
+$73K
|
+1,820
|
+9%
|
|
|
512
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$809K
|
-$56.2K
|
-1,400
|
-6%
|
|
|
513
|
Occidental Asset Management
Burlingame,
California
|
$796K
|
+$819K
|
+20,413
|
New
|
|
|
514
|
Bessemer Group
Woodbridge,
New Jersey
|
$794K
|
+$411K
|
+10,257
|
+102%
|
|
|
515
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$791K
|
-$40.1K
|
-1,000
|
-5%
|
|
|
516
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$789K
|
+$1.15M
|
+28,600
|
+19,067%
|
|
|
517
|
SOL Capital Management
Rockville,
Maryland
|
$786K
|
-$16K
|
-400
|
-2%
|
|
|
518
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$782K
|
+$161K
|
+4,023
|
+25%
|
|
|
519
|
Monetta Financial Services
Wheaton,
Illinois
|
$780K
|
+$802K
|
+20,000
|
New
|
|
|
520
|
Cardan Capital Partners
Denver,
Colorado
|
$775K
|
+$797K
|
+19,875
|
New
|
|
|
521
|
Everence Capital Management
Goshen,
Indiana
|
$769K
|
–
|
–
|
–
|
|
|
522
|
SimplyRich
Carlsbad,
California
|
$749K
|
–
|
–
|
–
|
|
|
523
|
Bank of Hawaii
Honolulu,
Hawaii
|
$748K
|
+$770K
|
+19,197
|
New
|
|
|
524
|
Institute for Wealth Management
Denver,
Colorado
|
$747K
|
+$45K
|
+1,121
|
+6%
|
|
|
525
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$747K
|
+$156K
|
+3,893
|
+25%
|
|
