|
451
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$3.05M
|
+$2.89M
|
+40,593
|
New
|
|
|
452
|
Procyon Advisors
Shelton,
Connecticut
|
$3.05M
|
+$530K
|
+7,447
|
+22%
|
|
|
453
|
Dorsey Wright & Associates
Pasadena,
California
|
$3.04M
|
-$127K
|
-1,778
|
-4%
|
|
|
454
|
Truepoint Inc
Cincinnati,
Ohio
|
$3.01M
|
-$211K
|
-2,967
|
-7%
|
|
|
455
|
Financial Counselors Inc
Overland Park,
Kansas
|
$3M
|
-$15.3K
|
-215
|
-0.5%
|
|
|
456
|
Oppenheimer & Co
New York
|
$2.95M
|
-$28.8K
|
-405
|
-1%
|
|
|
457
|
Carret Asset Management
New York
|
$2.94M
|
-$29K
|
-407
|
-1%
|
|
|
458
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$2.94M
|
+$28.6K
|
+402
|
+1%
|
|
|
459
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.94M
|
-$28.4K
|
-399
|
-1%
|
|
|
460
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$2.94M
|
-$168K
|
-2,354
|
-6%
|
|
|
461
|
Cambridge Trust
Cambridge,
Massachusetts
|
$2.93M
|
+$98.5K
|
+1,384
|
+4%
|
|
|
462
|
Mission Wealth Management
Santa Barbara,
California
|
$2.93M
|
-$72.7K
|
-1,021
|
-3%
|
|
|
463
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$2.92M
|
+$15.6K
|
+219
|
+0.6%
|
|
|
464
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.91M
|
+$31K
|
+435
|
+1%
|
|
|
465
|
Bartlett & Co
Cincinnati,
Ohio
|
$2.91M
|
+$31K
|
+435
|
+1%
|
|
|
466
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.9M
|
+$385K
|
+5,403
|
+16%
|
|
|
467
|
Trek Financial
Scottsdale,
Arizona
|
$2.89M
|
-$6.33K
|
-89
|
-0.2%
|
|
|
468
|
Peregrine Asset Advisers
Portland,
Oregon
|
$2.88M
|
-$2.42K
|
-34
|
-0.1%
|
|
|
469
|
Colorado Capital Management
Boulder,
Colorado
|
$2.84M
|
-$147K
|
-2,060
|
-5%
|
|
|
470
|
Howard Wealth Management
Madison,
Connecticut
|
$2.84M
|
–
|
–
|
–
|
|
|
471
|
Calamos Advisors
Naperville,
Illinois
|
$2.84M
|
+$371K
|
+5,207
|
+16%
|
|
|
472
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$2.83M
|
-$71.5K
|
-1,004
|
-2%
|
|
|
473
|
WBH Advisory
Baltimore,
Maryland
|
$2.82M
|
-$348K
|
-4,893
|
-12%
|
|
|
474
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$2.82M
|
+$64K
|
+899
|
+2%
|
|
|
475
|
Gables Capital Management
Miami,
Florida
|
$2.78M
|
–
|
–
|
–
|
|
