|
1001
|
Rockefeller Financial Services
New York
|
$331K
|
+$12.9K
|
+489
|
+4%
|
|
|
1002
|
WMS Partners
Towson,
Maryland
|
$328K
|
-$5.28K
|
-200
|
-2%
|
|
|
1003
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$327K
|
–
|
–
|
–
|
|
|
1004
|
Garrison Bradford & Associates
New York
|
$326K
|
–
|
–
|
–
|
|
|
1005
|
Lilley & Co
Tecumseh,
Michigan
|
$323K
|
-$72.1K
|
-2,732
|
-18%
|
|
|
1006
|
iAB Financial Bank
Fort Wayne,
Indiana
|
$323K
|
+$27.7K
|
+1,050
|
+9%
|
|
|
1007
|
Rex Capital Advisors
Providence,
Rhode Island
|
$322K
|
–
|
–
|
–
|
|
|
1008
|
Perella Weinberg Partners Capital Management
New York
|
$320K
|
-$3.97M
|
-150,445
|
-93%
|
|
|
1009
|
City Holding Co
Charleston,
West Virginia
|
$318K
|
+$85.2K
|
+3,225
|
+42%
|
|
|
1010
|
HM Payson & Co
Portland,
Maine
|
$315K
|
+$70.2K
|
+2,660
|
+29%
|
|
|
1011
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$314K
|
-$16.6K
|
-630
|
-5%
|
|
|
1012
|
Williams Jones & Associates
New York
|
$311K
|
-$318K
|
-12,053
|
-51%
|
|
|
1013
|
Ballentine Partners
Waltham,
Massachusetts
|
$311K
|
-$16.6K
|
-630
|
-5%
|
|
|
1014
|
Ronald Blue & Co
Roswell,
Georgia
|
$309K
|
+$29.2K
|
+1,106
|
+10%
|
|
|
1015
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$309K
|
+$117K
|
+4,428
|
+60%
|
|
|
1016
|
Guardian Life Insurance
New York
|
$303K
|
-$2.46K
|
-93
|
-0.8%
|
|
|
1017
|
Harvest Capital Management
Concord,
New Hampshire
|
$301K
|
–
|
–
|
–
|
|
|
1018
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$300K
|
–
|
–
|
–
|
|
|
1019
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$299K
|
+$71.9K
|
+2,723
|
+32%
|
|
|
1020
|
Sky Investment Group
Hartford,
Connecticut
|
$299K
|
-$246K
|
-9,305
|
-45%
|
|
|
1021
|
Fayez Sarofim & Co
Houston,
Texas
|
$294K
|
-$48.6K
|
-1,840
|
-14%
|
|
|
1022
|
CIBC Bank USA
Chicago,
Illinois
|
$291K
|
-$68.4K
|
-2,589
|
-19%
|
|
|
1023
|
|
$288K
|
+$5.73K
|
+217
|
+2%
|
|
|
1024
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$284K
|
–
|
–
|
–
|
|
|
1025
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$284K
|
+$687
|
+26
|
+0.2%
|
|
