|
1301
|
Clean Yield Group
Norwich,
Vermont
|
$519K
|
+$85K
|
+3,175
|
+20%
|
|
|
1302
|
Everett Harris & Co
Los Angeles,
California
|
$513K
|
–
|
–
|
–
|
|
|
1303
|
East Coast Asset Management
Essex,
Massachusetts
|
$512K
|
+$85.7K
|
+3,200
|
+20%
|
|
|
1304
|
IMS Capital Management
Portland,
Oregon
|
$511K
|
-$525K
|
-19,595
|
-51%
|
|
|
1305
|
Aris Wealth Services
State College,
Pennsylvania
|
$511K
|
+$38.7K
|
+1,443
|
+8%
|
|
|
1306
|
Lau Associates
Greenville,
Delaware
|
$508K
|
-$35.5K
|
-1,324
|
-7%
|
|
|
1307
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$508K
|
+$250K
|
+9,351
|
+97%
|
|
|
1308
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$507K
|
-$14.7K
|
-549
|
-3%
|
|
|
1309
|
Sequoia Financial Advisors
Akron,
Ohio
|
$507K
|
+$3.35K
|
+125
|
+0.7%
|
|
|
1310
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$504K
|
+$13.8K
|
+516
|
+3%
|
|
|
1311
|
Perritt Capital Management
Chicago,
Illinois
|
$503K
|
-$29.3K
|
-1,093
|
-5%
|
|
|
1312
|
Crosspoint Capital Strategies
Orinda,
California
|
$503K
|
-$15K
|
-560
|
-3%
|
|
|
1313
|
Dock Street Asset Management
Palm Beach,
Florida
|
$502K
|
–
|
–
|
–
|
|
|
1314
|
St. James Investment Company
Southlake,
Texas
|
$501K
|
–
|
–
|
–
|
|
|
1315
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$499K
|
-$1.96K
|
-73
|
-0.4%
|
|
|
1316
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$499K
|
+$60.4K
|
+2,253
|
+14%
|
|
|
1317
|
Loeb Partners Corp
New York
|
$498K
|
-$3.54K
|
-132
|
-0.7%
|
|
|
1318
|
First United Bank & Trust
Oakland,
Maryland
|
$492K
|
+$39.7K
|
+1,483
|
+9%
|
|
|
1319
|
Veritas Investment Management
London,
United Kingdom
|
$492K
|
+$94.9K
|
+3,543
|
+24%
|
|
|
1320
|
Montag & Associates
Atlanta,
Georgia
|
$491K
|
-$18.5K
|
-690
|
-4%
|
|
|
1321
|
Segment Wealth Management
Houston,
Texas
|
$490K
|
+$4.07K
|
+152
|
+0.8%
|
|
|
1322
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$489K
|
+$24.5K
|
+914
|
+5%
|
|
|
1323
|
Adirondack Research & Management
Guilderland,
New York
|
$488K
|
-$3.56K
|
-133
|
-0.7%
|
|
|
1324
|
Dean Investment Associates
Beavercreek,
Ohio
|
$485K
|
+$15K
|
+559
|
+3%
|
|
|
1325
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$481K
|
+$10.6K
|
+397
|
+2%
|
|
