|
201
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$5.93M
|
+$28.8K
|
+945
|
+0.5%
|
|
|
202
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$5.79M
|
–
|
–
|
–
|
|
|
203
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$5.76M
|
+$329K
|
+10,775
|
+6%
|
|
|
204
|
Financial Partners Capital Management
New York
|
$5.69M
|
+$406K
|
+13,325
|
+8%
|
|
|
205
|
Davidson & Garrard
Lynchburg,
Virginia
|
$5.68M
|
+$13.1K
|
+430
|
+0.2%
|
|
|
206
|
ProVise Management Group
Clearwater,
Florida
|
$5.67M
|
+$452K
|
+14,810
|
+8%
|
|
|
207
|
Windsor Capital Management
Phoenix,
Arizona
|
$5.62M
|
+$246K
|
+8,070
|
+5%
|
|
|
208
|
IFC Holdings
Tampa,
Florida
|
$5.6M
|
+$917K
|
+30,060
|
+20%
|
|
|
209
|
Evercore Wealth Management
New York
|
$5.6M
|
-$447K
|
-14,650
|
-7%
|
|
|
210
|
Fidelity Investments
Boston,
Massachusetts
|
$5.57M
|
+$381K
|
+12,500
|
+7%
|
|
|
211
|
Oppenheimer & Co
New York
|
$5.53M
|
-$12.8K
|
-420
|
-0.2%
|
|
|
212
|
Vicus Capital
State College,
Pennsylvania
|
$5.52M
|
+$78.8K
|
+2,585
|
+1%
|
|
|
213
|
Franklin Resources
San Mateo,
California
|
$5.47M
|
+$5.03K
|
+165
|
+0.1%
|
|
|
214
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$5.44M
|
-$104K
|
-3,410
|
-2%
|
|
|
215
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$5.39M
|
+$22.1K
|
+725
|
+0.4%
|
|
|
216
|
Verus Financial Partners
Richmond,
Virginia
|
$5.36M
|
-$45.7K
|
-1,500
|
-0.8%
|
|
|
217
|
Shoker Investment Counsel
Oxford,
Ohio
|
$5.08M
|
+$193K
|
+6,330
|
+4%
|
|
|
218
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$5.04M
|
–
|
–
|
–
|
|
|
219
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$5.02M
|
-$308K
|
-10,090
|
-6%
|
|
|
220
|
GHP Investment Advisors
Denver,
Colorado
|
$5M
|
-$240K
|
-7,865
|
-4%
|
|
|
221
|
Klingman & Associates
New York
|
$4.95M
|
+$1.13M
|
+37,015
|
+29%
|
|
|
222
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$4.93M
|
+$4.61M
|
+151,055
|
+1,140%
|
|
|
223
|
First Personal Financial Services
Charlotte,
North Carolina
|
$4.89M
|
+$343K
|
+11,235
|
+7%
|
|
|
224
|
Argentus Capital Management
Dallas,
Texas
|
$4.88M
|
+$2M
|
+65,475
|
+67%
|
|
|
225
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$4.8M
|
+$4.88M
|
+160,120
|
New
|
|
