|
1301
|
Bath Savings Trust
Bath,
Maine
|
$19M
|
+$3.65M
|
+16,960
|
+25%
|
|
|
1302
|
Wellington Shields & Co
New York
|
$19M
|
-$104K
|
-483
|
-0.6%
|
|
|
1303
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$18.9M
|
+$165K
|
+766
|
+0.9%
|
|
|
1304
|
Independent Financial Group
San Diego,
California
|
$18.8M
|
+$468K
|
+2,176
|
+3%
|
|
|
1305
|
M. Kraus & Co
Shelburne,
Vermont
|
$18.8M
|
+$220K
|
+1,022
|
+1%
|
|
|
1306
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$18.8M
|
+$51.6K
|
+240
|
+0.3%
|
|
|
1307
|
RNC Capital Management
Los Angeles,
California
|
$18.8M
|
+$777K
|
+3,615
|
+4%
|
|
|
1308
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18.8M
|
+$222K
|
+1,032
|
+1%
|
|
|
1309
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$18.8M
|
+$186K
|
+866
|
+1%
|
|
|
1310
|
Caldwell Trust
Venice,
Florida
|
$18.8M
|
+$93.3K
|
+434
|
+0.5%
|
|
|
1311
|
Thompson Investment Management
Madison,
Wisconsin
|
$18.7M
|
-$335K
|
-1,560
|
-2%
|
|
|
1312
|
Security National Trust
Wheeling,
West Virginia
|
$18.7M
|
+$259K
|
+1,205
|
+1%
|
|
|
1313
|
Private Advisory Group
Redmond,
Washington
|
$18.7M
|
+$3.33M
|
+15,475
|
+23%
|
|
|
1314
|
Anchor Investment Management
Columbia,
South Carolina
|
$18.7M
|
-$1.18M
|
-5,495
|
-6%
|
|
|
1315
|
Edge Wealth Management
New York
|
$18.7M
|
-$5.93M
|
-27,584
|
-25%
|
|
|
1316
|
Financial Partners Capital Management
New York
|
$18.6M
|
-$335K
|
-1,560
|
-2%
|
|
|
1317
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$18.6M
|
-$97.8K
|
-455
|
-0.5%
|
|
|
1318
|
Stansberry Asset Management
Westlake,
Texas
|
$18.5M
|
+$306K
|
+1,421
|
+2%
|
|
|
1319
|
Rings Capital Management
Chicago,
Illinois
|
$18.5M
|
–
|
–
|
–
|
|
|
1320
|
Foster & Motley
Cincinnati,
Ohio
|
$18.4M
|
-$609K
|
-2,832
|
-3%
|
|
|
1321
|
McRae Capital Management
Morristown,
New Jersey
|
$18.4M
|
-$769K
|
-3,577
|
-4%
|
|
|
1322
|
Cypress Capital Group
Palm Beach,
Florida
|
$18.4M
|
-$668K
|
-3,105
|
-4%
|
|
|
1323
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$18.3M
|
+$1.1M
|
+5,117
|
+7%
|
|
|
1324
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$18.3M
|
+$1.02M
|
+4,736
|
+6%
|
|
|
1325
|
Cheviot Value Management
Beverly Hills,
California
|
$18.3M
|
+$226K
|
+1,049
|
+1%
|
|
