|
2101
|
Dodge & Cox
San Francisco,
California
|
$258K
|
–
|
–
|
–
|
|
|
2102
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$258K
|
–
|
–
|
–
|
|
|
2103
|
Oxbow Advisors
Austin,
Texas
|
$258K
|
–
|
–
|
–
|
|
|
2104
|
RBF Capital
San Francisco,
California
|
$258K
|
–
|
–
|
–
|
|
|
2105
|
Wellington Shields & Co
New York
|
$258K
|
–
|
–
|
–
|
|
|
2106
|
Morse Asset Management
Darien,
Connecticut
|
$258K
|
+$238K
|
+1,000
|
New
|
|
|
2107
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$257K
|
-$9.98K
|
-42
|
-4%
|
|
|
2108
|
Sky Investment Group
Hartford,
Connecticut
|
$257K
|
-$4.04K
|
-17
|
-2%
|
|
|
2109
|
Campion Asset Management
Falls Church,
Virginia
|
$255K
|
-$11.9K
|
-50
|
-5%
|
|
|
2110
|
|
$255K
|
–
|
–
|
–
|
|
|
2111
|
Prosperity Planning
Kansas City,
Missouri
|
$255K
|
–
|
–
|
–
|
|
|
2112
|
Keystone Wealth Services
Palm Desert,
California
|
$255K
|
+$235K
|
+987
|
New
|
|
|
2113
|
Sentinel Trust
Houston,
Texas
|
$255K
|
+$235K
|
+988
|
New
|
|
|
2114
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$255K
|
+$234K
|
+985
|
New
|
|
|
2115
|
Howe & Rusling
Rochester,
New York
|
$254K
|
+$77.3K
|
+325
|
+49%
|
|
|
2116
|
Waddell & Associates
Memphis,
Tennessee
|
$253K
|
+$233K
|
+979
|
New
|
|
|
2117
|
Boston Research & Management
Manchester,
Massachusetts
|
$253K
|
+$233K
|
+980
|
New
|
|
|
2118
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$252K
|
+$232K
|
+976
|
New
|
|
|
2119
|
Donaldson Capital Management
Evansville,
Indiana
|
$251K
|
+$231K
|
+970
|
New
|
|
|
2120
|
ERn Financial LLC
Middleton,
Wisconsin
|
$251K
|
+$231K
|
+971
|
New
|
|
|
2121
|
Financial Planners of Cleveland
Mayfield Heights,
Ohio
|
$251K
|
+$238K
|
+1,000
|
New
|
|
|
2122
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$250K
|
–
|
–
|
–
|
|
|
2123
|
Wealth Management Partners
Tucson,
Arizona
|
$250K
|
+$1.43K
|
+6
|
+0.6%
|
|
|
2124
|
Greenspring Advisors
Towson,
Maryland
|
$250K
|
+$230K
|
+966
|
New
|
|
|
2125
|
Humankind Investments
New York
|
$249K
|
-$16.2K
|
-68
|
-7%
|
|
