|
301
|
Bank of the West
Monterey Park,
California
|
$1.04M
|
+$133K
|
+3,385
|
+15%
|
|
|
302
|
City Holding Co
Charleston,
West Virginia
|
$1.02M
|
+$8.82K
|
+225
|
+0.9%
|
|
|
303
|
Argentus Capital Management
Dallas,
Texas
|
$1.01M
|
-$425K
|
-10,856
|
-30%
|
|
|
304
|
Keel Point
Huntsville,
Alabama
|
$1.01M
|
+$12.6K
|
+321
|
+1%
|
|
|
305
|
|
$1M
|
-$181K
|
-4,631
|
-16%
|
|
|
306
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$984K
|
+$324K
|
+8,279
|
+51%
|
|
|
307
|
Karpas Strategies
Litchfield,
Connecticut
|
$982K
|
–
|
–
|
–
|
|
|
308
|
Counsel Portfolio Services
Mississauga,
Ontario, Canada
|
$980K
|
+$163K
|
+4,158
|
+20%
|
|
|
309
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$980K
|
+$163K
|
+4,158
|
+20%
|
|
|
310
|
Marco Investment Management
Atlanta,
Georgia
|
$957K
|
-$19.6K
|
-499
|
-2%
|
|
|
311
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$952K
|
+$935K
|
+23,856
|
New
|
|
|
312
|
Lido Advisors
Los Angeles,
California
|
$940K
|
-$836K
|
-21,321
|
-48%
|
|
|
313
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$937K
|
+$115K
|
+2,924
|
+14%
|
|
|
314
|
CPWM LLC
Seattle,
Washington
|
$912K
|
+$305K
|
+7,775
|
+51%
|
|
|
315
|
Naples Global Advisors
Naples,
Florida
|
$894K
|
+$13.3K
|
+340
|
+2%
|
|
|
316
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$890K
|
+$353K
|
+9,017
|
+68%
|
|
|
317
|
Aviance Capital Partners
Naples,
Florida
|
$889K
|
-$155K
|
-3,948
|
-15%
|
|
|
318
|
WFG Advisors
Dallas,
Texas
|
$883K
|
+$57K
|
+1,455
|
+7%
|
|
|
319
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$866K
|
+$29.6K
|
+756
|
+4%
|
|
|
320
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$852K
|
+$231K
|
+5,904
|
+38%
|
|
|
321
|
Zions Bancorporation
Salt Lake City,
Utah
|
$846K
|
-$224K
|
-5,714
|
-21%
|
|
|
322
|
Optimum Investment Advisors
Chicago,
Illinois
|
$841K
|
+$78.4K
|
+2,000
|
+10%
|
|
|
323
|
Essex Financial Services
Essex,
Connecticut
|
$838K
|
-$15.1K
|
-385
|
-2%
|
|
|
324
|
FDx Advisors
Chicago,
Illinois
|
$836K
|
+$107K
|
+2,741
|
+15%
|
|
|
325
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$830K
|
-$478K
|
-12,185
|
-37%
|
|
