|
1001
|
North Star Asset Management
Neenah,
Wisconsin
|
$318K
|
+$12.1K
|
+200
|
+4%
|
|
|
1002
|
Meeder Asset Management
Dublin,
Ohio
|
$317K
|
-$6.48M
|
-107,161
|
-95%
|
|
|
1003
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$317K
|
–
|
–
|
–
|
|
|
1004
|
Montag & Associates
Atlanta,
Georgia
|
$317K
|
–
|
–
|
–
|
|
|
1005
|
IMS Capital Management
Portland,
Oregon
|
$317K
|
+$326K
|
+5,393
|
New
|
|
|
1006
|
Insight Wealth Strategies
San Ramon,
California
|
$316K
|
-$27.7K
|
-458
|
-8%
|
|
|
1007
|
Levin Capital Strategies
New York
|
$315K
|
-$49K
|
-810
|
-13%
|
|
|
1008
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$315K
|
–
|
–
|
–
|
|
|
1009
|
NTV Asset Management
Charleston,
West Virginia
|
$315K
|
–
|
–
|
–
|
|
|
1010
|
Caldwell Trust
Venice,
Florida
|
$313K
|
+$14.5K
|
+240
|
+5%
|
|
|
1011
|
Sequoia Financial Advisors
Akron,
Ohio
|
$313K
|
+$18.8K
|
+310
|
+6%
|
|
|
1012
|
Everett Harris & Co
Los Angeles,
California
|
$311K
|
+$6.78K
|
+112
|
+2%
|
|
|
1013
|
Institute for Wealth Management
Denver,
Colorado
|
$309K
|
-$10.3K
|
-170
|
-3%
|
|
|
1014
|
HeadInvest LLC
Portland,
Maine
|
$307K
|
+$40.2K
|
+665
|
+15%
|
|
|
1015
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$306K
|
–
|
–
|
–
|
|
|
1016
|
Glenview State Bank Trust Department
Glenview,
Illinois
|
$306K
|
+$50.5K
|
+835
|
+19%
|
|
|
1017
|
Sciencast Management
Princeton,
New Jersey
|
$306K
|
+$313K
|
+5,177
|
New
|
|
|
1018
|
Essex Financial Services
Essex,
Connecticut
|
$305K
|
-$18.7K
|
-309
|
-6%
|
|
|
1019
|
Shelton Capital Management
Denver,
Colorado
|
$304K
|
–
|
–
|
–
|
|
|
1020
|
WBH Advisory
Baltimore,
Maryland
|
$301K
|
-$23.3K
|
-385
|
-7%
|
|
|
1021
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$301K
|
+$786
|
+13
|
+0.3%
|
|
|
1022
|
Cypress Wealth Services
Palm Desert,
California
|
$301K
|
+$310K
|
+5,123
|
New
|
|
|
1023
|
Piershale Financial Group
Barrington,
Illinois
|
$300K
|
+$2.6K
|
+43
|
+0.9%
|
|
|
1024
|
United Bank (Virginia)
Vienna,
Virginia
|
$300K
|
+$66.5K
|
+1,100
|
+28%
|
|
|
1025
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$299K
|
–
|
–
|
–
|
|
