|
1001
|
Lido Advisors
Los Angeles,
California
|
$567K
|
+$220K
|
+3,149
|
+53%
|
|
|
1002
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$564K
|
-$45.4K
|
-650
|
-7%
|
|
|
1003
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$563K
|
-$8.67K
|
-124
|
-1%
|
|
|
1004
|
Horizon Kinetics
New York
|
$563K
|
–
|
–
|
–
|
|
|
1005
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$557K
|
–
|
–
|
–
|
|
|
1006
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$557K
|
+$7.97K
|
+114
|
+1%
|
|
|
1007
|
USA Financial Formulas
Ada,
Michigan
|
$556K
|
+$503K
|
+7,198
|
New
|
|
|
1008
|
Pathlight Investors
Phoenix,
Arizona
|
$556K
|
+$572K
|
+8,189
|
New
|
|
|
1009
|
Financial Counselors Inc
Overland Park,
Kansas
|
$555K
|
-$92.7K
|
-1,326
|
-13%
|
|
|
1010
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$553K
|
+$59.5K
|
+851
|
+11%
|
|
|
1011
|
|
$551K
|
-$238K
|
-3,401
|
-28%
|
|
|
1012
|
Anchor Investment Management
Columbia,
South Carolina
|
$549K
|
-$284K
|
-4,066
|
-32%
|
|
|
1013
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$548K
|
–
|
–
|
–
|
|
|
1014
|
Choate Investment Advisors
Boston,
Massachusetts
|
$543K
|
-$20.2K
|
-289
|
-3%
|
|
|
1015
|
Clear Perspective Advisors
Aurora,
Illinois
|
$543K
|
+$21K
|
+300
|
+4%
|
|
|
1016
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$543K
|
+$25.9K
|
+370
|
+4%
|
|
|
1017
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$538K
|
-$23.8K
|
-340
|
-4%
|
|
|
1018
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$537K
|
+$3K
|
+43
|
+0.5%
|
|
|
1019
|
Cambridge Advisors
Omaha,
Nebraska
|
$536K
|
-$73.4K
|
-1,050
|
-11%
|
|
|
1020
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$533K
|
+$596K
|
+8,525
|
New
|
|
|
1021
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$532K
|
-$1.75K
|
-25
|
-0.3%
|
|
|
1022
|
GW & Wade
Wellesley,
Massachusetts
|
$529K
|
-$64.3K
|
-920
|
-10%
|
|
|
1023
|
First Personal Financial Services
Charlotte,
North Carolina
|
$526K
|
+$434K
|
+6,215
|
+282%
|
|
|
1024
|
Calton & Associates
Tampa,
Florida
|
$522K
|
-$2.1K
|
-30
|
-0.4%
|
|
|
1025
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$519K
|
–
|
–
|
–
|
|
