|
651
|
Univest Financial
Souderton,
Pennsylvania
|
$2.16M
|
+$85.5K
|
+1,039
|
+4%
|
|
|
652
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$2.14M
|
+$24.7K
|
+300
|
+1%
|
|
|
653
|
Private Asset Management
San Diego,
California
|
$2.14M
|
-$123K
|
-1,493
|
-5%
|
|
|
654
|
Security National Trust
Wheeling,
West Virginia
|
$2.11M
|
-$8.23K
|
-100
|
-0.4%
|
|
|
655
|
Spot Trading
Chicago,
Illinois
|
$2.1M
|
+$454K
|
+5,513
|
+27%
|
|
|
656
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$2.1M
|
-$4.11K
|
-50
|
-0.2%
|
|
|
657
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$2.08M
|
+$74K
|
+900
|
+4%
|
|
|
658
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.07M
|
+$4.36K
|
+53
|
+0.2%
|
|
|
659
|
Welch & Forbes
Boston,
Massachusetts
|
$2.06M
|
-$90.5K
|
-1,100
|
-4%
|
|
|
660
|
Calamos Wealth Management
Naperville,
Illinois
|
$2.05M
|
+$151K
|
+1,834
|
+8%
|
|
|
661
|
Monroe Bank & Trust
Monroe,
Michigan
|
$2.02M
|
-$28.5K
|
-347
|
-1%
|
|
|
662
|
Braver Wealth Management
Needham,
Massachusetts
|
$2.02M
|
-$6.5K
|
-79
|
-0.3%
|
|
|
663
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$2.01M
|
-$273K
|
-3,315
|
-12%
|
|
|
664
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$2M
|
+$2.05M
|
+24,910
|
New
|
|
|
665
|
Ronald Blue & Co
Roswell,
Georgia
|
$1.99M
|
-$142K
|
-1,726
|
-7%
|
|
|
666
|
Cohen Klingenstein
New York
|
$1.99M
|
–
|
–
|
–
|
|
|
667
|
Bernzott Capital Advisors
Camarillo,
California
|
$1.98M
|
+$146K
|
+1,775
|
+8%
|
|
|
668
|
Veritas Investment Management (UK)
London,
United Kingdom
|
$1.96M
|
-$240K
|
-2,920
|
-11%
|
|
|
669
|
American Money Management
Rancho Santa Fe,
California
|
$1.95M
|
+$1.78M
|
+21,578
|
+779%
|
|
|
670
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$1.94M
|
+$55.5K
|
+675
|
+3%
|
|
|
671
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$1.92M
|
+$32.9K
|
+400
|
+2%
|
|
|
672
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.92M
|
+$963K
|
+11,706
|
+95%
|
|
|
673
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$1.91M
|
+$247K
|
+3,000
|
+14%
|
|
|
674
|
Murphy Capital Management
Bedminster,
New Jersey
|
$1.91M
|
-$111K
|
-1,355
|
-5%
|
|
|
675
|
LaSalle Street Capital Management
Chicago,
Illinois
|
$1.9M
|
–
|
–
|
–
|
|
