|
1026
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$373K
|
-$267K
|
-63,440
|
-43%
|
|
|
1027
|
Pettee Investors
Rowayton,
Connecticut
|
$371K
|
–
|
–
|
–
|
|
|
1028
|
Partnervest Advisory Services
Santa Barbara,
California
|
$370K
|
+$76.4K
|
+18,160
|
+27%
|
|
|
1029
|
|
$370K
|
+$298K
|
+70,800
|
+499%
|
|
|
1030
|
Grimes & Company
Westborough,
Massachusetts
|
$368K
|
–
|
–
|
–
|
|
|
1031
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$367K
|
-$33.7K
|
-8,000
|
-9%
|
|
|
1032
|
OneAscent Financial Services
Birmingham,
Alabama
|
$367K
|
+$297K
|
+70,680
|
New
|
|
|
1033
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$367K
|
+$355K
|
+84,360
|
New
|
|
|
1034
|
Cutler Group
San Francisco,
California
|
$367K
|
+$355K
|
+84,440
|
New
|
|
|
1035
|
Pratt Collard Advisory Partners
Buffalo,
New York
|
$366K
|
–
|
–
|
–
|
|
|
1036
|
Frisch Financial Group
Melville,
New York
|
$366K
|
+$84.6K
|
+20,120
|
+31%
|
|
|
1037
|
Capital Fund Management (CFM)
Paris,
France
|
$366K
|
+$353K
|
+84,000
|
New
|
|
|
1038
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$363K
|
-$429K
|
-102,000
|
-55%
|
|
|
1039
|
Apriem Advisors
Irvine,
California
|
$363K
|
-$158K
|
-37,560
|
-31%
|
|
|
1040
|
Brookstone Capital Management
Wheaton,
Illinois
|
$362K
|
+$30.3K
|
+7,200
|
+9%
|
|
|
1041
|
Centaurus Financial
Anaheim,
California
|
$361K
|
-$199K
|
-47,200
|
-36%
|
|
|
1042
|
Parsons Capital Management
Providence,
Rhode Island
|
$360K
|
+$4.88K
|
+1,160
|
+1%
|
|
|
1043
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$359K
|
-$88.3K
|
-21,000
|
-20%
|
|
|
1044
|
Icon Wealth Partners
Houston,
Texas
|
$359K
|
-$17.7K
|
-4,200
|
-5%
|
|
|
1045
|
Security National Trust
Wheeling,
West Virginia
|
$357K
|
–
|
–
|
–
|
|
|
1046
|
Grove Bank & Trust
Miami,
Florida
|
$356K
|
-$3.7K
|
-880
|
-1%
|
|
|
1047
|
Old Port Advisors
Portland,
Maine
|
$355K
|
-$22.9K
|
-5,440
|
-7%
|
|
|
1048
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$355K
|
+$4.88K
|
+1,160
|
+1%
|
|
|
1049
|
Garner Asset Management Corp
Plano,
Texas
|
$355K
|
+$343K
|
+81,600
|
New
|
|
|
1050
|
Eukles Asset Management
Cincinnati,
Ohio
|
$354K
|
+$11.3K
|
+2,680
|
+3%
|
|
