|
1101
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$245K
|
–
|
–
|
–
|
|
|
1102
|
Smith Affiliated Capital
New York
|
$243K
|
–
|
–
|
–
|
|
|
1103
|
Joel Isaacson & Co
New York
|
$239K
|
–
|
–
|
–
|
|
|
1104
|
Clarkston Capital Partners
Rochester,
Michigan
|
$238K
|
+$238K
|
+2,800
|
New
|
|
|
1105
|
Allworth Financial
Folsom,
California
|
$237K
|
-$5.18K
|
-61
|
-2%
|
|
|
1106
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$236K
|
+$5.69K
|
+67
|
+2%
|
|
|
1107
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$235K
|
-$85
|
-1
|
-0%
|
|
|
1108
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$235K
|
+$15.3K
|
+180
|
+7%
|
|
|
1109
|
R.M. Davis Inc
Portland,
Maine
|
$234K
|
+$8.49K
|
+100
|
+4%
|
|
|
1110
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$231K
|
–
|
–
|
–
|
|
|
1111
|
Tirschwell & Loewy
New York
|
$230K
|
–
|
–
|
–
|
|
|
1112
|
Boltwood Capital Management
Walnut Creek,
California
|
$229K
|
–
|
–
|
–
|
|
|
1113
|
Northeast Financial Consultants
Westport,
Connecticut
|
$229K
|
–
|
–
|
–
|
|
|
1114
|
Colony Group
Boston,
Massachusetts
|
$228K
|
-$24.5K
|
-289
|
-10%
|
|
|
1115
|
Starfire Investment Advisers
Southfield,
Michigan
|
$227K
|
+$170
|
+2
|
+0.1%
|
|
|
1116
|
Evermay Wealth Management
Arlington,
Virginia
|
$225K
|
+$9.34K
|
+110
|
+4%
|
|
|
1117
|
IRON Financial
Northbrook,
Illinois
|
$222K
|
–
|
–
|
–
|
|
|
1118
|
Wedgewood Investors
Erie,
Pennsylvania
|
$221K
|
–
|
–
|
–
|
|
|
1119
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$221K
|
+$221K
|
+2,600
|
New
|
|
|
1120
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$220K
|
-$5.51M
|
-64,822
|
-96%
|
|
|
1121
|
Spero-Smith Investment Advisers
Cleveland,
Ohio
|
$220K
|
–
|
–
|
–
|
|
|
1122
|
Hancock Whitney
Gulfport,
Mississippi
|
$219K
|
-$73K
|
-860
|
-25%
|
|
|
1123
|
Cabot Wealth Management
Salem,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
1124
|
Capital Advantage
Walnut Creek,
California
|
$219K
|
–
|
–
|
–
|
|
|
1125
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$219K
|
–
|
–
|
–
|
|
