|
1026
|
Successful Portfolios
Clearwater,
Florida
|
$360K
|
+$354K
|
+4,894
|
New
|
|
|
1027
|
Koch Industries
Wichita,
Kansas
|
$357K
|
+$351K
|
+4,853
|
New
|
|
|
1028
|
Savant Capital
Rockford,
Illinois
|
$356K
|
-$23.6K
|
-326
|
-6%
|
|
|
1029
|
Fayez Sarofim & Co
Houston,
Texas
|
$355K
|
-$73K
|
-1,010
|
-17%
|
|
|
1030
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$354K
|
-$3.62K
|
-50
|
-1%
|
|
|
1031
|
Bigelow Investment Advisors
Portland,
Maine
|
$354K
|
+$348K
|
+4,811
|
New
|
|
|
1032
|
Family Legacy Inc
Greenville,
South Carolina
|
$353K
|
+$347K
|
+4,792
|
New
|
|
|
1033
|
Arthur Zaske & Associates
Bingham Farms,
Michigan
|
$350K
|
–
|
–
|
–
|
|
|
1034
|
Colony Group
Boston,
Massachusetts
|
$349K
|
-$32.9K
|
-455
|
-9%
|
|
|
1035
|
East Coast Asset Management
Essex,
Massachusetts
|
$346K
|
+$340K
|
+4,699
|
New
|
|
|
1036
|
Simon Quick Advisors
Morristown,
New Jersey
|
$344K
|
-$8.46K
|
-117
|
-3%
|
|
|
1037
|
Williams Jones & Associates
New York
|
$344K
|
+$338K
|
+4,673
|
New
|
|
|
1038
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$343K
|
–
|
–
|
–
|
|
|
1039
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$341K
|
+$335K
|
+4,634
|
New
|
|
|
1040
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$339K
|
+$18.1K
|
+250
|
+6%
|
|
|
1041
|
Farmers Trust Company
Youngstown,
Ohio
|
$337K
|
–
|
–
|
–
|
|
|
1042
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$335K
|
-$47K
|
-650
|
-13%
|
|
|
1043
|
Avalon Investment & Advisory
Houston,
Texas
|
$332K
|
-$6K
|
-83
|
-2%
|
|
|
1044
|
Martingale Asset Management
Boston,
Massachusetts
|
$332K
|
+$326K
|
+4,507
|
New
|
|
|
1045
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$331K
|
–
|
–
|
–
|
|
|
1046
|
BFSG LLC
Irvine,
California
|
$330K
|
+$52.2K
|
+722
|
+19%
|
|
|
1047
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$328K
|
+$46.7K
|
+646
|
+17%
|
|
|
1048
|
B. Riley Financial
Los Angeles,
California
|
$323K
|
+$59.7K
|
+826
|
+23%
|
|
|
1049
|
Squar Milner Financial Services
Irvine,
California
|
$323K
|
+$277K
|
+3,830
|
New
|
|
|
1050
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$322K
|
–
|
–
|
–
|
|
