|
151
|
Gary Goldberg Planning Services
Suffern,
New York
|
$6.28M
|
+$468K
|
+7,269
|
+8%
|
|
|
152
|
Rational Advisors
Huntington,
New York
|
$6.16M
|
-$2.81M
|
-43,619
|
-31%
|
|
|
153
|
First Long Island Investors
Jericho,
New York
|
$6.12M
|
+$373K
|
+5,800
|
+6%
|
|
|
154
|
Salem Capital Management
Woburn,
Massachusetts
|
$6.06M
|
-$85K
|
-1,320
|
-1%
|
|
|
155
|
Lazard Asset Management
New York
|
$6.06M
|
-$5.15K
|
-80
|
-0.1%
|
|
|
156
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$6M
|
-$1.78M
|
-27,596
|
-22%
|
|
|
157
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.98M
|
-$1.95M
|
-30,241
|
-24%
|
|
|
158
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$5.74M
|
+$132K
|
+2,052
|
+2%
|
|
|
159
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$5.7M
|
-$46.7K
|
-726
|
-0.8%
|
|
|
160
|
Gofen & Glossberg
Chicago,
Illinois
|
$5.68M
|
-$4.96K
|
-77
|
-0.1%
|
|
|
161
|
Auxier Asset Management
Aurora,
Oregon
|
$5.66M
|
-$7.72K
|
-120
|
-0.1%
|
|
|
162
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$5.59M
|
-$1.78M
|
-27,681
|
-24%
|
|
|
163
|
Putnam Investments
Boston,
Massachusetts
|
$5.54M
|
–
|
–
|
–
|
|
|
164
|
Ingalls & Snyder LLC
New York
|
$5.17M
|
-$199K
|
-3,090
|
-4%
|
|
|
165
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$5.13M
|
+$7.85K
|
+122
|
+0.1%
|
|
|
166
|
Corda Investment Management
Houston,
Texas
|
$5.12M
|
-$51K
|
-793
|
-1%
|
|
|
167
|
|
$5.09M
|
-$1.91M
|
-29,600
|
-27%
|
|
|
168
|
Trillium Asset Management
Boston,
Massachusetts
|
$4.93M
|
-$3.74M
|
-58,034
|
-42%
|
|
|
169
|
First Trust Advisors
Wheaton,
Illinois
|
$4.92M
|
+$327K
|
+5,080
|
+7%
|
|
|
170
|
Perkins Investment Management
Chicago,
Illinois
|
$4.91M
|
-$2.12M
|
-32,900
|
-30%
|
|
|
171
|
Beacon Financial Group
Dallas,
Texas
|
$4.78M
|
+$4.88M
|
+75,753
|
New
|
|
|
172
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$4.77M
|
–
|
–
|
–
|
|
|
173
|
Wilmington Trust
Wilmington,
Delaware
|
$4.74M
|
-$17.2K
|
-267
|
-0.4%
|
|
|
174
|
McAdams Wright Ragen
Seattle,
Washington
|
$4.72M
|
-$130K
|
-2,027
|
-3%
|
|
|
175
|
Westwood Holdings Group
Dallas,
Texas
|
$4.69M
|
-$124K
|
-1,920
|
-3%
|
|
