|
1001
|
East Coast Asset Management
Essex,
Massachusetts
|
$346K
|
-$64.2K
|
-961
|
-16%
|
|
|
1002
|
Tiedemann Advisors
New York
|
$345K
|
-$467K
|
-6,993
|
-58%
|
|
|
1003
|
Sabal Trust
St. Petersburg,
Florida
|
$345K
|
-$86.4K
|
-1,292
|
-20%
|
|
|
1004
|
Holt Capital Partners
Fort Worth,
Texas
|
$345K
|
–
|
–
|
–
|
|
|
1005
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$345K
|
–
|
–
|
–
|
|
|
1006
|
Gradient Investments
Arden Hills,
Minnesota
|
$344K
|
-$177K
|
-2,645
|
-34%
|
|
|
1007
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$343K
|
-$37.7K
|
-564
|
-10%
|
|
|
1008
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$342K
|
–
|
–
|
–
|
|
|
1009
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$342K
|
–
|
–
|
–
|
|
|
1010
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$337K
|
+$20.1K
|
+300
|
+6%
|
|
|
1011
|
Ruggie Capital Group
Tavares,
Florida
|
$334K
|
–
|
–
|
–
|
|
|
1012
|
Panagora Asset Management
Boston,
Massachusetts
|
$326K
|
-$572K
|
-8,558
|
-64%
|
|
|
1013
|
GHP Investment Advisors
Denver,
Colorado
|
$325K
|
-$77.7K
|
-1,162
|
-20%
|
|
|
1014
|
Tradewinds Capital Management
Bellingham,
Washington
|
$323K
|
–
|
–
|
–
|
|
|
1015
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$319K
|
+$311K
|
+4,654
|
New
|
|
|
1016
|
Regent Investment Management
Louisville,
Kentucky
|
$318K
|
–
|
–
|
–
|
|
|
1017
|
Carret Asset Management
New York
|
$318K
|
+$34.9K
|
+522
|
+13%
|
|
|
1018
|
REDW Wealth
Albuquerque,
New Mexico
|
$316K
|
-$26.7K
|
-400
|
-8%
|
|
|
1019
|
Koshinski Asset Management
Decatur,
Illinois
|
$315K
|
-$14.9K
|
-223
|
-5%
|
|
|
1020
|
Gateway Advisory
Westfield,
New Jersey
|
$315K
|
–
|
–
|
–
|
|
|
1021
|
Modera Wealth Management
Westwood,
New Jersey
|
$302K
|
+$295K
|
+4,416
|
New
|
|
|
1022
|
Janiczek Wealth Management
Denver,
Colorado
|
$299K
|
–
|
–
|
–
|
|
|
1023
|
Spinnaker Trust
Portland,
Maine
|
$297K
|
-$58.2K
|
-870
|
-17%
|
|
|
1024
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$297K
|
-$23.4K
|
-350
|
-7%
|
|
|
1025
|
Tradition Capital Management
Summit,
New Jersey
|
$297K
|
-$12.4K
|
-185
|
-4%
|
|
