|
401
|
Cambridge Associates
Boston,
Massachusetts
|
$1.5M
|
–
|
–
|
–
|
|
|
402
|
Comerica Bank
Dallas,
Texas
|
$1.47M
|
+$442K
|
+3,984
|
+43%
|
|
|
403
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$1.44M
|
+$64.9K
|
+585
|
+5%
|
|
|
404
|
Bernzott Capital Advisors
Camarillo,
California
|
$1.43M
|
+$126K
|
+1,140
|
+10%
|
|
|
405
|
Capital Planning Advisors
Roseville,
California
|
$1.42M
|
-$91.5K
|
-825
|
-6%
|
|
|
406
|
Coe Capital Management
Highland Park,
Illinois
|
$1.41M
|
+$170K
|
+1,535
|
+14%
|
|
|
407
|
Alexandria Capital
Arlington,
Virginia
|
$1.4M
|
-$153K
|
-1,384
|
-10%
|
|
|
408
|
Emery Howard Portfolio Management
Burlingame,
California
|
$1.4M
|
-$11K
|
-99
|
-0.8%
|
|
|
409
|
Boston Research & Management
Manchester,
Massachusetts
|
$1.38M
|
+$77.6K
|
+700
|
+6%
|
|
|
410
|
Essex Financial Services
Essex,
Connecticut
|
$1.36M
|
-$43K
|
-388
|
-3%
|
|
|
411
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.36M
|
-$98.9K
|
-892
|
-7%
|
|
|
412
|
J.W. Burns & Co
Dewitt,
New York
|
$1.35M
|
-$7.76K
|
-70
|
-0.6%
|
|
|
413
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$1.35M
|
–
|
–
|
–
|
|
|
414
|
Winfield Associates
Cleveland,
Ohio
|
$1.35M
|
-$6.32K
|
-57
|
-0.5%
|
|
|
415
|
Keeley Asset Management
Chicago,
Illinois
|
$1.34M
|
-$15.9K
|
-143
|
-1%
|
|
|
416
|
MAI Capital Management
Independence,
Ohio
|
$1.34M
|
+$222
|
+2
|
+0%
|
|
|
417
|
Boston Financial Management
Boston,
Massachusetts
|
$1.32M
|
+$547K
|
+4,936
|
+71%
|
|
|
418
|
Shelton Capital Management
Denver,
Colorado
|
$1.31M
|
+$51.3K
|
+463
|
+4%
|
|
|
419
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.31M
|
-$111
|
-1
|
-0%
|
|
|
420
|
Orca Investment Management
Roseburg,
Oregon
|
$1.31M
|
–
|
–
|
–
|
|
|
421
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$1.3M
|
+$1.3M
|
+11,714
|
New
|
|
|
422
|
Wintrust Investments
Chicago,
Illinois
|
$1.3M
|
-$594K
|
-5,360
|
-31%
|
|
|
423
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.28M
|
-$17.1K
|
-154
|
-1%
|
|
|
424
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$1.28M
|
–
|
–
|
–
|
|
|
425
|
Cypress Wealth Advisors
San Francisco,
California
|
$1.27M
|
-$149K
|
-1,345
|
-11%
|
|
