|
1301
|
Lyell Wealth Management
Menlo Park,
California
|
$667K
|
-$75.5K
|
-315
|
-10%
|
|
|
1302
|
Telos Capital Management
San Diego,
California
|
$661K
|
-$57.8K
|
-241
|
-8%
|
|
|
1303
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$657K
|
+$2.88K
|
+12
|
+0.4%
|
|
|
1304
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$655K
|
-$83.9K
|
-350
|
-11%
|
|
|
1305
|
Sabal Trust
St. Petersburg,
Florida
|
$649K
|
–
|
–
|
–
|
|
|
1306
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$646K
|
-$1.68K
|
-7
|
-0.3%
|
|
|
1307
|
Estabrook Capital Management
New York
|
$646K
|
–
|
–
|
–
|
|
|
1308
|
Daiwa SB Investments
Tokyo,
Japan
|
$640K
|
-$268K
|
-1,120
|
-30%
|
|
|
1309
|
Asset Dedication LLC
San Francisco,
California
|
$638K
|
+$33.8K
|
+141
|
+6%
|
|
|
1310
|
WealthPLAN Partners
Omaha,
Nebraska
|
$638K
|
+$426K
|
+1,777
|
+206%
|
|
|
1311
|
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
$634K
|
-$16.3K
|
-68
|
-3%
|
|
|
1312
|
Covenant Asset Management
Chester,
New Jersey
|
$631K
|
-$99K
|
-413
|
-14%
|
|
|
1313
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$626K
|
+$13.9K
|
+58
|
+2%
|
|
|
1314
|
Premier Asset Management
Chicago,
Illinois
|
$625K
|
-$1.2K
|
-5
|
-0.2%
|
|
|
1315
|
Clean Yield Group
Norwich,
Vermont
|
$625K
|
–
|
–
|
–
|
|
|
1316
|
Endurance Wealth Management
Providence,
Rhode Island
|
$625K
|
+$5.75K
|
+24
|
+0.9%
|
|
|
1317
|
Occidental Asset Management
Burlingame,
California
|
$618K
|
-$11.3K
|
-47
|
-2%
|
|
|
1318
|
Toth Financial Advisory
Leesburg,
Virginia
|
$617K
|
-$8.63K
|
-36
|
-1%
|
|
|
1319
|
|
$616K
|
-$105K
|
-439
|
-15%
|
|
|
1320
|
Opes Advisors
Cupertino,
California
|
$613K
|
–
|
–
|
–
|
|
|
1321
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$613K
|
–
|
–
|
–
|
|
|
1322
|
Dean Investment Associates
Beavercreek,
Ohio
|
$611K
|
+$2.4K
|
+10
|
+0.4%
|
|
|
1323
|
BTR Capital Management
Oakland,
California
|
$605K
|
-$14.4K
|
-60
|
-2%
|
|
|
1324
|
L.J. Altfest & Co
New York
|
$604K
|
+$39.3K
|
+164
|
+7%
|
|
|
1325
|
Parthenon LLC
Louisville,
Kentucky
|
$602K
|
-$24K
|
-100
|
-4%
|
|
