|
1001
|
CPWM LLC
Seattle,
Washington
|
$764K
|
-$72.7K
|
-1,253
|
-9%
|
|
|
1002
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$764K
|
-$43.6K
|
-751
|
-6%
|
|
|
1003
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$764K
|
+$687K
|
+11,850
|
+4,232%
|
|
|
1004
|
Lebenthal Asset Management
New York
|
$764K
|
+$703K
|
+12,126
|
New
|
|
|
1005
|
Capital Advantage
Walnut Creek,
California
|
$762K
|
+$5.57K
|
+96
|
+0.8%
|
|
|
1006
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$759K
|
+$15.1K
|
+260
|
+2%
|
|
|
1007
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$758K
|
-$46.1K
|
-794
|
-6%
|
|
|
1008
|
Meridian Investment Counsel
Lafayette,
California
|
$755K
|
–
|
–
|
–
|
|
|
1009
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$755K
|
+$6.96K
|
+120
|
+1%
|
|
|
1010
|
LBA Wealth Management
Jacksonville,
Florida
|
$746K
|
-$23.5K
|
-405
|
-3%
|
|
|
1011
|
Community Trust & Investment
Versailles,
Kentucky
|
$738K
|
-$12.1K
|
-209
|
-2%
|
|
|
1012
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$732K
|
-$17.5K
|
-302
|
-3%
|
|
|
1013
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$732K
|
-$15.1K
|
-261
|
-2%
|
|
|
1014
|
Cue Advisory Services
Phoenix,
Arizona
|
$728K
|
-$927K
|
-15,976
|
-58%
|
|
|
1015
|
Cobblestone Capital Advisors
Rochester,
New York
|
$726K
|
+$3.6K
|
+62
|
+0.5%
|
|
|
1016
|
Stone Run Capital
New York
|
$725K
|
+$46.1K
|
+794
|
+7%
|
|
|
1017
|
Callahan Advisors
Houston,
Texas
|
$712K
|
+$369K
|
+6,356
|
+128%
|
|
|
1018
|
Valley Wealth Managers
Paramus,
New Jersey
|
$708K
|
+$652K
|
+11,242
|
New
|
|
|
1019
|
Nichols Asset Management
Sudbury,
Massachusetts
|
$707K
|
–
|
–
|
–
|
|
|
1020
|
Alpine Woods Capital Investors
Purchase,
New York
|
$701K
|
-$277K
|
-4,767
|
-30%
|
|
|
1021
|
Koshinski Asset Management
Decatur,
Illinois
|
$700K
|
+$45.7K
|
+788
|
+8%
|
|
|
1022
|
Kingfisher Capital
Charlotte,
North Carolina
|
$698K
|
+$116
|
+2
|
+0%
|
|
|
1023
|
Assured Investment Management
New York
|
$694K
|
+$639K
|
+11,023
|
New
|
|
|
1024
|
Bridgewater Associates
Westport,
Connecticut
|
$693K
|
-$14M
|
-241,528
|
-96%
|
|
|
1025
|
Brown Capital Management
Baltimore,
Maryland
|
$693K
|
+$13.2K
|
+227
|
+2%
|
|
