|
26
|
Sterling Capital Management
Charlotte,
North Carolina
|
$647K
|
+$626K
|
+24,700
|
New
|
|
|
27
|
|
$550K
|
+$23.5K
|
+927
|
+5%
|
|
|
28
|
Welch & Forbes
Boston,
Massachusetts
|
$545K
|
–
|
–
|
–
|
|
|
29
|
|
$538K
|
-$13.9K
|
-550
|
-3%
|
|
|
30
|
Segment Wealth Management
Houston,
Texas
|
$524K
|
–
|
–
|
–
|
|
|
31
|
Oppenheimer & Co
New York
|
$489K
|
-$127K
|
-5,000
|
-21%
|
|
|
32
|
Holt Capital Partners
Fort Worth,
Texas
|
$477K
|
+$117K
|
+4,600
|
+34%
|
|
|
33
|
Everett Harris & Co
Los Angeles,
California
|
$458K
|
–
|
–
|
–
|
|
|
34
|
Global X Management Company
New York
|
$421K
|
+$20.9K
|
+825
|
+5%
|
|
|
35
|
Orleans Capital Management
Mandeville,
Louisiana
|
$416K
|
–
|
–
|
–
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$398K
|
+$25.3K
|
+1,000
|
+7%
|
|
|
37
|
Belmont Global Advisors
Dallas,
Texas
|
$393K
|
–
|
–
|
–
|
|
|
38
|
Tiemann Investment Advisors
Menlo Park,
California
|
$393K
|
–
|
–
|
–
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$387K
|
+$79.5K
|
+3,138
|
+27%
|
|
|
40
|
Nine Chapters Capital Management
Short Hills,
New Jersey
|
$338K
|
+$81.1K
|
+3,200
|
+33%
|
|
|
41
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$332K
|
–
|
–
|
–
|
|
|
42
|
Smith, Moore & Co
Clayton,
Missouri
|
$326K
|
-$147K
|
-5,800
|
-32%
|
|
|
43
|
ClearBridge Investments
New York
|
$307K
|
–
|
–
|
–
|
|
|
44
|
Summitry LLC
Foster City,
California
|
$270K
|
-$3.45K
|
-136
|
-1%
|
|
|
45
|
Gruss & Co
West Palm Beach,
Florida
|
$262K
|
+$253K
|
+10,000
|
New
|
|
|
46
|
Westpac Banking Corp
Sydney,
Australia
|
$241K
|
+$233K
|
+9,200
|
New
|
|
|
47
|
St. James Investment Company
Southlake,
Texas
|
$224K
|
+$217K
|
+8,564
|
New
|
|
|
48
|
Choate Investment Advisors
Boston,
Massachusetts
|
$221K
|
–
|
–
|
–
|
|
|
49
|
Ashfield Capital Partners
San Francisco,
California
|
$219K
|
–
|
–
|
–
|
|
|
50
|
|
$184K
|
–
|
–
|
–
|
|
