|
1001
|
Boston Research & Management
Manchester,
Massachusetts
|
$235K
|
–
|
–
|
–
|
|
|
1002
|
Clean Yield Group
Norwich,
Vermont
|
$235K
|
–
|
–
|
–
|
|
|
1003
|
Welch Group
Birmingham,
Alabama
|
$234K
|
–
|
–
|
–
|
|
|
1004
|
BTR Capital Management
Oakland,
California
|
$230K
|
–
|
–
|
–
|
|
|
1005
|
Lazard Asset Management
New York
|
$230K
|
–
|
–
|
–
|
|
|
1006
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$230K
|
–
|
–
|
–
|
|
|
1007
|
Fiduciary Asset Management
St. Louis,
Missouri
|
$229K
|
–
|
–
|
–
|
|
|
1008
|
VNBTrust National Association
Charlottesville,
Virginia
|
$228K
|
-$48.2K
|
-1,100
|
-17%
|
|
|
1009
|
De Burlo Group
Boston,
Massachusetts
|
$227K
|
–
|
–
|
–
|
|
|
1010
|
Ingalls & Snyder LLC
New York
|
$227K
|
–
|
–
|
–
|
|
|
1011
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$227K
|
–
|
–
|
–
|
|
|
1012
|
LVM Capital Management
Portage,
Michigan
|
$225K
|
–
|
–
|
–
|
|
|
1013
|
Quest Investment Management
Lake Oswego,
Oregon
|
$225K
|
–
|
–
|
–
|
|
|
1014
|
South Texas Money Management
San Antonio,
Texas
|
$223K
|
+$224K
|
+5,113
|
New
|
|
|
1015
|
Arete Wealth Advisors
Chicago,
Illinois
|
$222K
|
-$78K
|
-1,782
|
-26%
|
|
|
1016
|
Iowa State Bank
Urbandale,
Iowa
|
$222K
|
–
|
–
|
–
|
|
|
1017
|
Jasper Ridge Partners
Menlo Park,
California
|
$219K
|
–
|
–
|
–
|
|
|
1018
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$218K
|
–
|
–
|
–
|
|
|
1019
|
Cohen Capital Management
Corte Madera,
California
|
$218K
|
–
|
–
|
–
|
|
|
1020
|
Hartford Financial Management
Hartford,
Connecticut
|
$218K
|
–
|
–
|
–
|
|
|
1021
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$215K
|
–
|
–
|
–
|
|
|
1022
|
Sentinel Trust
Houston,
Texas
|
$214K
|
-$18.6K
|
-425
|
-8%
|
|
|
1023
|
Suffolk Capital Management
New York
|
$214K
|
–
|
–
|
–
|
|
|
1024
|
Burney Company
Reston,
Virginia
|
$214K
|
+$215K
|
+4,898
|
New
|
|
|
1025
|
Tiemann Investment Advisors
Menlo Park,
California
|
$213K
|
-$13.1K
|
-300
|
-6%
|
|
