|
1026
|
Sabal Trust
St. Petersburg,
Florida
|
$300K
|
-$20.9K
|
-242
|
-6%
|
|
|
1027
|
Inverness Counsel
New York
|
$299K
|
–
|
–
|
–
|
|
|
1028
|
Zevin Asset Management
Boston,
Massachusetts
|
$297K
|
–
|
–
|
–
|
|
|
1029
|
Concert Wealth Management
San Jose,
California
|
$296K
|
-$77.6K
|
-900
|
-20%
|
|
|
1030
|
|
$296K
|
–
|
–
|
–
|
|
|
1031
|
Homrich & Berg
Atlanta,
Georgia
|
$296K
|
+$302K
|
+3,508
|
New
|
|
|
1032
|
Compton Capital Management
Providence,
Rhode Island
|
$293K
|
–
|
–
|
–
|
|
|
1033
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$291K
|
-$3.79K
|
-44
|
-1%
|
|
|
1034
|
Montecito Bank & Trust
Santa Barbara,
California
|
$290K
|
–
|
–
|
–
|
|
|
1035
|
Barnett & Company
Chattanooga,
Tennessee
|
$288K
|
-$34.5K
|
-400
|
-11%
|
|
|
1036
|
Nelson Capital Management
Menlo Park,
California
|
$288K
|
-$8.62K
|
-100
|
-3%
|
|
|
1037
|
Plancorp LLC
Saint Louis,
Missouri
|
$288K
|
–
|
–
|
–
|
|
|
1038
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$287K
|
-$25.9K
|
-300
|
-8%
|
|
|
1039
|
Diversified Trust
Memphis,
Tennessee
|
$287K
|
+$86.2K
|
+1,000
|
+42%
|
|
|
1040
|
CPWM LLC
Seattle,
Washington
|
$286K
|
+$292K
|
+3,389
|
New
|
|
|
1041
|
Synovus Financial
Columbus,
Georgia
|
$285K
|
-$11.3K
|
-131
|
-4%
|
|
|
1042
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$285K
|
–
|
–
|
–
|
|
|
1043
|
Regal Investment Advisors
Kentwood,
Michigan
|
$284K
|
-$124K
|
-1,439
|
-30%
|
|
|
1044
|
Voya Financial Advisors
Windsor,
Connecticut
|
$282K
|
-$32.2K
|
-374
|
-10%
|
|
|
1045
|
Cerity Partners OCIO
New York
|
$280K
|
+$86
|
+1
|
+0%
|
|
|
1046
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$279K
|
+$12.3K
|
+143
|
+5%
|
|
|
1047
|
FolioMetrix
Omaha,
Nebraska
|
$278K
|
+$168K
|
+1,952
|
+120%
|
|
|
1048
|
LVM Capital Management
Portage,
Michigan
|
$277K
|
–
|
–
|
–
|
|
|
1049
|
Pacer Advisors
Malvern,
Pennsylvania
|
$277K
|
–
|
–
|
–
|
|
|
1050
|
Maple Capital Management
Montpelier,
Vermont
|
$277K
|
+$283K
|
+3,285
|
New
|
|
