|
1001
|
HighTower Trust
Houston,
Texas
|
$960K
|
+$224K
|
+2,015
|
+31%
|
|
|
1002
|
Howard Capital Management (New York)
New York
|
$959K
|
-$47.7K
|
-429
|
-5%
|
|
|
1003
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$952K
|
-$62.4K
|
-562
|
-6%
|
|
|
1004
|
Hamel Associates
Chatham,
New Jersey
|
$951K
|
-$1.69M
|
-15,237
|
-64%
|
|
|
1005
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$950K
|
-$46.8K
|
-421
|
-5%
|
|
|
1006
|
Advisor Partners
Walnut Creek,
California
|
$950K
|
+$2.22K
|
+20
|
+0.2%
|
|
|
1007
|
Weatherly Asset Management
Del Mar,
California
|
$945K
|
-$26.5K
|
-239
|
-3%
|
|
|
1008
|
Todd Asset Management
Louisville,
Kentucky
|
$938K
|
-$116K
|
-1,048
|
-11%
|
|
|
1009
|
L.J. Altfest & Co
New York
|
$925K
|
+$33.9K
|
+305
|
+4%
|
|
|
1010
|
Wills Financial Group
Richmond,
Virginia
|
$924K
|
+$2K
|
+18
|
+0.2%
|
|
|
1011
|
Summit Securities Group
New York
|
$922K
|
-$319K
|
-2,870
|
-26%
|
|
|
1012
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$917K
|
-$64.9K
|
-584
|
-7%
|
|
|
1013
|
Atria Investments
Charlotte,
North Carolina
|
$911K
|
-$25.7K
|
-231
|
-3%
|
|
|
1014
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$910K
|
+$65.3K
|
+588
|
+8%
|
|
|
1015
|
|
$909K
|
-$1.36M
|
-12,215
|
-60%
|
|
|
1016
|
Capital Management Associates (New York)
New York
|
$908K
|
-$13.3K
|
-120
|
-1%
|
|
|
1017
|
Davidson & Garrard
Lynchburg,
Virginia
|
$896K
|
-$26.5K
|
-239
|
-3%
|
|
|
1018
|
Northroad Capital Management
New York
|
$889K
|
-$260K
|
-2,339
|
-23%
|
|
|
1019
|
SVA Wealth Management
Madison,
Wisconsin
|
$889K
|
+$109K
|
+978
|
+14%
|
|
|
1020
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$887K
|
–
|
–
|
–
|
|
|
1021
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$873K
|
–
|
–
|
–
|
|
|
1022
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$868K
|
+$106K
|
+956
|
+14%
|
|
|
1023
|
Osborne Partners Capital Management
San Francisco,
California
|
$867K
|
-$32K
|
-288
|
-4%
|
|
|
1024
|
Archford Capital Strategies
Swansea,
Illinois
|
$860K
|
+$842K
|
+7,581
|
New
|
|
|
1025
|
MAI Capital Management
Independence,
Ohio
|
$856K
|
-$126K
|
-1,133
|
-13%
|
|
