|
501
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.4M
|
+$447K
|
+13,093
|
+49%
|
|
|
502
|
Parkwood LLC
Cleveland,
Ohio
|
$1.4M
|
-$5.3M
|
-155,000
|
-80%
|
|
|
503
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.39M
|
-$44.4K
|
-1,300
|
-3%
|
|
|
504
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.38M
|
-$60.9K
|
-1,784
|
-5%
|
|
|
505
|
NBT Bank
Norwich,
New York
|
$1.37M
|
-$43.7K
|
-1,280
|
-3%
|
|
|
506
|
Coe Capital Management
Highland Park,
Illinois
|
$1.37M
|
+$43.2K
|
+1,265
|
+3%
|
|
|
507
|
Southport Capital Management
Chattanooga,
Tennessee
|
$1.37M
|
-$29.1K
|
-853
|
-2%
|
|
|
508
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$1.34M
|
-$144K
|
-4,211
|
-10%
|
|
|
509
|
Farr Miller & Washington
Washington,
District of Columbia
|
$1.33M
|
-$24.6K
|
-720
|
-2%
|
|
|
510
|
Occidental Asset Management
Burlingame,
California
|
$1.31M
|
+$602K
|
+17,628
|
+90%
|
|
|
511
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$1.3M
|
+$464K
|
+13,571
|
+58%
|
|
|
512
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$1.3M
|
+$220K
|
+6,445
|
+21%
|
|
|
513
|
Klingman & Associates
New York
|
$1.29M
|
+$1.13K
|
+33
|
+0.1%
|
|
|
514
|
Elm Advisors
Burlingame,
California
|
$1.29M
|
+$7.86K
|
+230
|
+0.6%
|
|
|
515
|
Frontier Investment Management
Dallas,
Texas
|
$1.27M
|
+$105K
|
+3,065
|
+9%
|
|
|
516
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.25M
|
–
|
–
|
–
|
|
|
517
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$1.23M
|
-$4.08M
|
-119,424
|
-77%
|
|
|
518
|
Main Management
San Francisco,
California
|
$1.23M
|
+$54.7K
|
+1,600
|
+5%
|
|
|
519
|
LifePlan Financial Group
Dayton,
Ohio
|
$1.22M
|
+$81.3K
|
+2,381
|
+7%
|
|
|
520
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.22M
|
+$156K
|
+4,568
|
+15%
|
|
|
521
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$1.22M
|
-$279K
|
-8,174
|
-19%
|
|
|
522
|
Howland Capital Management
Boston,
Massachusetts
|
$1.19M
|
+$46.3K
|
+1,356
|
+4%
|
|
|
523
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.17M
|
-$14.8K
|
-433
|
-1%
|
|
|
524
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$1.17M
|
-$59.4K
|
-1,740
|
-5%
|
|
|
525
|
|
$1.16M
|
+$128K
|
+3,738
|
+13%
|
|
