|
301
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$606K
|
+$623K
|
+3,143
|
New
|
|
|
302
|
NTV Asset Management
Charleston,
West Virginia
|
$603K
|
–
|
–
|
–
|
|
|
303
|
Clear Investment Research
Alpharetta,
Georgia
|
$602K
|
+$11.3K
|
+57
|
+2%
|
|
|
304
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$601K
|
-$784K
|
-3,953
|
-59%
|
|
|
305
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$596K
|
–
|
–
|
–
|
|
|
306
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$593K
|
–
|
–
|
–
|
|
|
307
|
Glenview Trust
Louisville,
Kentucky
|
$593K
|
+$85.1K
|
+429
|
+16%
|
|
|
308
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$592K
|
+$367K
|
+1,849
|
+151%
|
|
|
309
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$588K
|
-$9.91K
|
-50
|
-2%
|
|
|
310
|
Alesco Advisors
Pittsford,
New York
|
$588K
|
-$4.56K
|
-23
|
-0.7%
|
|
|
311
|
Capital Planning Advisors
Roseville,
California
|
$585K
|
-$609K
|
-3,071
|
-50%
|
|
|
312
|
Capital Bank & Trust
Irvine,
California
|
$583K
|
–
|
–
|
–
|
|
|
313
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$566K
|
–
|
–
|
–
|
|
|
314
|
West Coast Financial
Santa Barbara,
California
|
$556K
|
–
|
–
|
–
|
|
|
315
|
Hollencrest Capital Management
Newport Beach,
California
|
$535K
|
–
|
–
|
–
|
|
|
316
|
Wedgewood Investors
Erie,
Pennsylvania
|
$532K
|
–
|
–
|
–
|
|
|
317
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$532K
|
+$345K
|
+1,742
|
+171%
|
|
|
318
|
Farr Miller & Washington
Washington,
District of Columbia
|
$520K
|
–
|
–
|
–
|
|
|
319
|
Rockefeller Capital Management
New York
|
$517K
|
+$60.5K
|
+305
|
+13%
|
|
|
320
|
HM Payson & Co
Portland,
Maine
|
$514K
|
–
|
–
|
–
|
|
|
321
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$508K
|
-$27.4K
|
-138
|
-5%
|
|
|
322
|
Diversified Trust
Memphis,
Tennessee
|
$505K
|
–
|
–
|
–
|
|
|
323
|
Atria Investments
Charlotte,
North Carolina
|
$502K
|
+$516K
|
+2,603
|
New
|
|
|
324
|
Cypress Wealth Services
Palm Desert,
California
|
$500K
|
–
|
–
|
–
|
|
|
325
|
Comerica Securities
Detroit,
Michigan
|
$494K
|
+$5.55K
|
+28
|
+1%
|
|
