|
1001
|
Clean Yield Group
Norwich,
Vermont
|
$242K
|
–
|
–
|
–
|
|
|
1002
|
Welch Group
Birmingham,
Alabama
|
$241K
|
+$2.75K
|
+64
|
+1%
|
|
|
1003
|
Lebenthal Holdings
New York
|
$240K
|
+$230K
|
+5,335
|
New
|
|
|
1004
|
Sentinel Trust
Houston,
Texas
|
$239K
|
-$244K
|
-5,665
|
-52%
|
|
|
1005
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$238K
|
+$228K
|
+5,289
|
New
|
|
|
1006
|
BTR Capital Management
Oakland,
California
|
$237K
|
-$3.4K
|
-79
|
-1%
|
|
|
1007
|
Lazard Asset Management
New York
|
$237K
|
–
|
–
|
–
|
|
|
1008
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$237K
|
–
|
–
|
–
|
|
|
1009
|
Fiduciary Asset Management
St. Louis,
Missouri
|
$235K
|
–
|
–
|
–
|
|
|
1010
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$235K
|
+$225K
|
+5,221
|
New
|
|
|
1011
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$234K
|
-$26.9K
|
-625
|
-11%
|
|
|
1012
|
De Burlo Group
Boston,
Massachusetts
|
$234K
|
–
|
–
|
–
|
|
|
1013
|
Ingalls & Snyder LLC
New York
|
$233K
|
–
|
–
|
–
|
|
|
1014
|
Tiemann Investment Advisors
Menlo Park,
California
|
$233K
|
–
|
–
|
–
|
|
|
1015
|
Argent Trust Co
Nashville,
Tennessee
|
$233K
|
+$223K
|
+5,182
|
New
|
|
|
1016
|
LVM Capital Management
Portage,
Michigan
|
$232K
|
–
|
–
|
–
|
|
|
1017
|
Quest Investment Management
Lake Oswego,
Oregon
|
$232K
|
–
|
–
|
–
|
|
|
1018
|
Summitry LLC
Foster City,
California
|
$232K
|
+$368K
|
+8,542
|
New
|
|
|
1019
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$231K
|
–
|
–
|
–
|
|
|
1020
|
Iowa State Bank
Urbandale,
Iowa
|
$229K
|
–
|
–
|
–
|
|
|
1021
|
Jasper Ridge Partners
Menlo Park,
California
|
$226K
|
–
|
–
|
–
|
|
|
1022
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$225K
|
–
|
–
|
–
|
|
|
1023
|
Cohen Capital Management
Corte Madera,
California
|
$225K
|
–
|
–
|
–
|
|
|
1024
|
Wealthfront
Palo Alto,
California
|
$224K
|
-$228K
|
-5,303
|
-52%
|
|
|
1025
|
Hartford Financial Management
Hartford,
Connecticut
|
$224K
|
–
|
–
|
–
|
|
