|
1001
|
Sigma Investment Management
Portland,
Oregon
|
$500K
|
–
|
–
|
–
|
|
|
1002
|
Clean Yield Group
Norwich,
Vermont
|
$498K
|
–
|
–
|
–
|
|
|
1003
|
Professional Advisory Services
Vero Beach,
Florida
|
$498K
|
+$21.5K
|
+113
|
+5%
|
|
|
1004
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$493K
|
-$184K
|
-966
|
-28%
|
|
|
1005
|
Russell Frank Company
Seattle,
Washington
|
$490K
|
–
|
–
|
–
|
|
|
1006
|
E&G Advisors
Houston,
Texas
|
$490K
|
+$134K
|
+704
|
+39%
|
|
|
1007
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$487K
|
-$105M
|
-551,337
|
-100%
|
|
|
1008
|
Independence Trust
Franklin,
Tennessee
|
$484K
|
–
|
–
|
–
|
|
|
1009
|
|
$475K
|
+$5.7K
|
+30
|
+1%
|
|
|
1010
|
Aris Wealth Services
State College,
Pennsylvania
|
$472K
|
+$170K
|
+893
|
+59%
|
|
|
1011
|
Lyons Wealth Management
Winter Park,
Florida
|
$471K
|
–
|
–
|
–
|
|
|
1012
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$466K
|
-$8.79M
|
-46,227
|
-95%
|
|
|
1013
|
Capital Investment Advisors
Atlanta,
Georgia
|
$465K
|
-$29.1K
|
-153
|
-6%
|
|
|
1014
|
Dean Investment Associates
Beavercreek,
Ohio
|
$465K
|
+$1.9K
|
+10
|
+0.4%
|
|
|
1015
|
First City Capital Management
Savannah,
Georgia
|
$462K
|
-$36.3K
|
-191
|
-7%
|
|
|
1016
|
Parsec Financial Management
Asheville,
North Carolina
|
$461K
|
–
|
–
|
–
|
|
|
1017
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$460K
|
–
|
–
|
–
|
|
|
1018
|
Opus Capital Group
Cincinnati,
Ohio
|
$450K
|
-$2.59M
|
-13,615
|
-86%
|
|
|
1019
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$449K
|
–
|
–
|
–
|
|
|
1020
|
Quest Investment Management
Lake Oswego,
Oregon
|
$449K
|
+$4.75K
|
+25
|
+1%
|
|
|
1021
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$447K
|
+$3.23K
|
+17
|
+0.8%
|
|
|
1022
|
E.S. Barr & Co
Lexington,
Kentucky
|
$443K
|
-$76.1K
|
-400
|
-15%
|
|
|
1023
|
Wealthcare Capital Management
Richmond,
Virginia
|
$443K
|
-$7.22K
|
-38
|
-2%
|
|
|
1024
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$442K
|
-$93.5K
|
-492
|
-18%
|
|
|
1025
|
Northeast Financial Consultants
Westport,
Connecticut
|
$440K
|
–
|
–
|
–
|
|
