|
1001
|
Assured Investment Management
New York
|
$306K
|
+$288K
|
+3,616
|
New
|
|
|
1002
|
Provident Investment Management
Novi,
Michigan
|
$305K
|
–
|
–
|
–
|
|
|
1003
|
Piershale Financial Group
Barrington,
Illinois
|
$305K
|
+$177K
|
+2,220
|
+161%
|
|
|
1004
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$303K
|
+$12.7K
|
+160
|
+5%
|
|
|
1005
|
Capital Advantage
Walnut Creek,
California
|
$302K
|
-$10.4K
|
-130
|
-4%
|
|
|
1006
|
Inverness Counsel
New York
|
$300K
|
–
|
–
|
–
|
|
|
1007
|
Synovus Financial
Columbus,
Georgia
|
$298K
|
-$53.8K
|
-675
|
-16%
|
|
|
1008
|
Nelson Capital Management
Menlo Park,
California
|
$298K
|
–
|
–
|
–
|
|
|
1009
|
Zevin Asset Management
Boston,
Massachusetts
|
$298K
|
+$280K
|
+3,520
|
New
|
|
|
1010
|
|
$296K
|
–
|
–
|
–
|
|
|
1011
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$296K
|
–
|
–
|
–
|
|
|
1012
|
Compton Capital Management
Providence,
Rhode Island
|
$294K
|
-$11.9K
|
-150
|
-4%
|
|
|
1013
|
Montecito Bank & Trust
Santa Barbara,
California
|
$290K
|
+$273K
|
+3,428
|
New
|
|
|
1014
|
|
$289K
|
-$376K
|
-4,722
|
-58%
|
|
|
1015
|
Plancorp LLC
Saint Louis,
Missouri
|
$288K
|
–
|
–
|
–
|
|
|
1016
|
KWMG LLC
Overland Park,
Kansas
|
$287K
|
-$125K
|
-1,566
|
-32%
|
|
|
1017
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$286K
|
–
|
–
|
–
|
|
|
1018
|
|
$282K
|
–
|
–
|
–
|
|
|
1019
|
Cerity Partners OCIO
New York
|
$280K
|
-$24K
|
-301
|
-8%
|
|
|
1020
|
Landscape Capital Management
Englewood,
New Jersey
|
$279K
|
+$263K
|
+3,300
|
New
|
|
|
1021
|
Summit Securities Group
New York
|
$279K
|
+$263K
|
+3,300
|
New
|
|
|
1022
|
LVM Capital Management
Portage,
Michigan
|
$278K
|
-$11.6K
|
-146
|
-4%
|
|
|
1023
|
Pacer Advisors
Malvern,
Pennsylvania
|
$278K
|
+$261K
|
+3,283
|
New
|
|
|
1024
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$272K
|
–
|
–
|
–
|
|
|
1025
|
Concert Wealth Management
San Jose,
California
|
$270K
|
-$1.2K
|
-15
|
-0.3%
|
|
