|
1051
|
Clean Yield Group
Norwich,
Vermont
|
$210K
|
–
|
–
|
–
|
|
|
1052
|
Beacon Financial Group
Dallas,
Texas
|
$210K
|
+$224K
|
+5,172
|
New
|
|
|
1053
|
Iowa State Bank
Urbandale,
Iowa
|
$209K
|
–
|
–
|
–
|
|
|
1054
|
Arete Wealth Advisors
Chicago,
Illinois
|
$209K
|
+$217
|
+5
|
+0.1%
|
|
|
1055
|
Cambridge Advisors
Omaha,
Nebraska
|
$208K
|
+$8.71K
|
+201
|
+4%
|
|
|
1056
|
Welch Group
Birmingham,
Alabama
|
$207K
|
-$13.6K
|
-313
|
-6%
|
|
|
1057
|
Jasper Ridge Partners
Menlo Park,
California
|
$206K
|
–
|
–
|
–
|
|
|
1058
|
Joel Isaacson & Co
New York
|
$206K
|
+$11.6K
|
+267
|
+6%
|
|
|
1059
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$205K
|
–
|
–
|
–
|
|
|
1060
|
Cohen Capital Management
Corte Madera,
California
|
$205K
|
–
|
–
|
–
|
|
|
1061
|
Hartford Financial Management
Hartford,
Connecticut
|
$205K
|
–
|
–
|
–
|
|
|
1062
|
iAB Financial Bank
Fort Wayne,
Indiana
|
$205K
|
+$217K
|
+5,000
|
New
|
|
|
1063
|
Shinko Asset Management Company
Tokyo,
Japan
|
$204K
|
-$10.6K
|
-245
|
-5%
|
|
|
1064
|
Wealth Architects
Mountain View,
California
|
$203K
|
-$26.6K
|
-615
|
-11%
|
|
|
1065
|
WFG Advisors
Dallas,
Texas
|
$201K
|
-$143K
|
-3,302
|
-40%
|
|
|
1066
|
VNBTrust National Association
Charlottesville,
Virginia
|
$201K
|
–
|
–
|
–
|
|
|
1067
|
Focused Wealth Management
Newburgh,
New York
|
$197K
|
–
|
–
|
–
|
|
|
1068
|
Gupta Wealth Management
San Diego,
California
|
$196K
|
-$327K
|
-7,539
|
-61%
|
|
|
1069
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$196K
|
–
|
–
|
–
|
|
|
1070
|
Balentine LLC
Atlanta,
Georgia
|
$194K
|
–
|
–
|
–
|
|
|
1071
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$183K
|
+$13K
|
+301
|
+7%
|
|
|
1072
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$182K
|
–
|
–
|
–
|
|
|
1073
|
Delta Asset Management
Memphis,
Tennessee
|
$177K
|
+$8.66K
|
+200
|
+5%
|
|
|
1074
|
James Investment Research
Alpha,
Ohio
|
$164K
|
–
|
–
|
–
|
|
|
1075
|
Karp Capital Management
Sausalito,
California
|
$160K
|
+$21.7K
|
+500
|
+15%
|
|
