|
201
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$458K
|
-$451K
|
-12,550
|
-46%
|
|
|
202
|
LPL Financial
San Diego,
California
|
$454K
|
+$99.3K
|
+2,766
|
+26%
|
|
|
203
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$445K
|
-$57.1K
|
-1,590
|
-10%
|
|
|
204
|
Creative Planning
Overland Park,
Kansas
|
$445K
|
+$146K
|
+4,061
|
+41%
|
|
|
205
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$442K
|
–
|
–
|
–
|
|
|
206
|
First Personal Financial Services
Charlotte,
North Carolina
|
$431K
|
-$61K
|
-1,700
|
-11%
|
|
|
207
|
Timber Hill
Greenwich,
Connecticut
|
$418K
|
+$116K
|
+3,238
|
+32%
|
|
|
208
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$411K
|
-$104K
|
-2,900
|
-18%
|
|
|
209
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$410K
|
+$467K
|
+13,000
|
New
|
|
|
210
|
Newgate Capital Management
Greenwich,
Connecticut
|
$385K
|
+$155K
|
+4,305
|
+54%
|
|
|
211
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$378K
|
+$11.7K
|
+325
|
+3%
|
|
|
212
|
Old Mutual Customised Solutions
Pinelands,
South Africa
|
$371K
|
–
|
–
|
–
|
|
|
213
|
Leavell Investment Management
Mobile,
Alabama
|
$366K
|
-$724K
|
-20,158
|
-64%
|
|
|
214
|
Duncker Streett & Co
St. Louis,
Missouri
|
$357K
|
–
|
–
|
–
|
|
|
215
|
ClearBridge Investments
New York
|
$344K
|
+$110K
|
+3,069
|
+39%
|
|
|
216
|
Grassi Investment Management
Santa Clara,
California
|
$330K
|
+$15.8K
|
+441
|
+4%
|
|
|
217
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$326K
|
+$27.1K
|
+755
|
+8%
|
|
|
218
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$316K
|
–
|
–
|
–
|
|
|
219
|
VanEck Associates
New York
|
$314K
|
-$33.7K
|
-940
|
-9%
|
|
|
220
|
Tradewinds Capital Management
Bellingham,
Washington
|
$310K
|
–
|
–
|
–
|
|
|
221
|
Coastline Trust
Providence,
Rhode Island
|
$310K
|
+$65.4K
|
+1,821
|
+23%
|
|
|
222
|
Riverhead Capital Management
Wilmington,
Delaware
|
$306K
|
–
|
–
|
–
|
|
|
223
|
TDAM USA
Toronto,
Ontario, Canada
|
$304K
|
+$109K
|
+3,049
|
+46%
|
|
|
224
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$299K
|
-$11.3M
|
-314,555
|
-97%
|
|
|
225
|
Essex Financial Services
Essex,
Connecticut
|
$286K
|
+$47.1K
|
+1,312
|
+17%
|
|
