|
1101
|
M&R Capital Management
Summit,
New Jersey
|
$292K
|
+$147K
|
+2,700
|
+106%
|
|
|
1102
|
Donor Advised Charitable Giving
San Francisco,
California
|
$290K
|
–
|
–
|
–
|
|
|
1103
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$289K
|
–
|
–
|
–
|
|
|
1104
|
Montecito Bank & Trust
Santa Barbara,
California
|
$285K
|
–
|
–
|
–
|
|
|
1105
|
Diker Management
New York
|
$284K
|
–
|
–
|
–
|
|
|
1106
|
Partnervest Advisory Services
Santa Barbara,
California
|
$284K
|
–
|
–
|
–
|
|
|
1107
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$284K
|
+$107K
|
+1,964
|
+63%
|
|
|
1108
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$283K
|
-$11.8K
|
-216
|
-4%
|
|
|
1109
|
Naples Global Advisors
Naples,
Florida
|
$282K
|
–
|
–
|
–
|
|
|
1110
|
Jennison Associates
New York
|
$281K
|
+$5.23K
|
+96
|
+2%
|
|
|
1111
|
Aries Wealth Management
Portland,
Maine
|
$281K
|
+$9.75K
|
+179
|
+4%
|
|
|
1112
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$275K
|
+$269K
|
+4,934
|
New
|
|
|
1113
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$274K
|
+$981
|
+18
|
+0.4%
|
|
|
1114
|
Capital One Investing
Mclean,
Virginia
|
$273K
|
–
|
–
|
–
|
|
|
1115
|
Breiter Capital Management
Bradenton,
Florida
|
$272K
|
–
|
–
|
–
|
|
|
1116
|
Human Investing
Lake Oswego,
Oregon
|
$272K
|
+$599
|
+11
|
+0.2%
|
|
|
1117
|
Weiss Asset Management
Boston,
Massachusetts
|
$271K
|
+$58.3K
|
+1,071
|
+28%
|
|
|
1118
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$268K
|
–
|
–
|
–
|
|
|
1119
|
Private Capital Advisors
Darien,
Connecticut
|
$268K
|
–
|
–
|
–
|
|
|
1120
|
Camelot Portfolios
Maumee,
Ohio
|
$267K
|
-$65.8K
|
-1,207
|
-20%
|
|
|
1121
|
Angeles Investment Advisors
Santa Monica,
California
|
$267K
|
+$261K
|
+4,784
|
New
|
|
|
1122
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$266K
|
+$51.1K
|
+938
|
+24%
|
|
|
1123
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$265K
|
-$32.1K
|
-589
|
-10%
|
|
|
1124
|
Wealthquest
Cincinnati,
Ohio
|
$265K
|
–
|
–
|
–
|
|
|
1125
|
Chartist Inc
Seal Beach,
California
|
$263K
|
-$9.91K
|
-182
|
-4%
|
|
