|
501
|
HM Payson & Co
Portland,
Maine
|
$775K
|
–
|
–
|
–
|
|
|
502
|
Estabrook Capital Management
New York
|
$763K
|
-$112K
|
-4,312
|
-13%
|
|
|
503
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$762K
|
–
|
–
|
–
|
|
|
504
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$754K
|
-$9.51K
|
-365
|
-1%
|
|
|
505
|
AQR Arbitrage
Greenwich,
Connecticut
|
$748K
|
–
|
–
|
–
|
|
|
506
|
Schafer Cullen Capital Management
New York
|
$738K
|
–
|
–
|
–
|
|
|
507
|
Searle & Co
Greenwich,
Connecticut
|
$738K
|
+$208K
|
+8,000
|
+41%
|
|
|
508
|
SFMG Wealth Advisors
Plano,
Texas
|
$735K
|
-$3.88K
|
-149
|
-0.5%
|
|
|
509
|
Montecito Bank & Trust
Santa Barbara,
California
|
$732K
|
–
|
–
|
–
|
|
|
510
|
New England Research & Management
Chicago,
Illinois
|
$732K
|
+$54.7K
|
+2,100
|
+8%
|
|
|
511
|
Avantax Planning Partners
Dubuque,
Iowa
|
$720K
|
+$694K
|
+26,644
|
New
|
|
|
512
|
SignatureFD
Atlanta,
Georgia
|
$709K
|
-$131K
|
-5,020
|
-16%
|
|
|
513
|
Greystone Investment Management
Cincinnati,
Ohio
|
$700K
|
-$5.21K
|
-200
|
-0.8%
|
|
|
514
|
Central Bank & Trust
Lexington,
Kentucky
|
$699K
|
–
|
–
|
–
|
|
|
515
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$697K
|
-$59.9K
|
-2,300
|
-8%
|
|
|
516
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$697K
|
-$7.82K
|
-300
|
-1%
|
|
|
517
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$693K
|
-$9.27K
|
-356
|
-1%
|
|
|
518
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$691K
|
–
|
–
|
–
|
|
|
519
|
Argent Trust Co
Nashville,
Tennessee
|
$690K
|
+$102K
|
+3,926
|
+18%
|
|
|
520
|
Ingalls & Snyder LLC
New York
|
$688K
|
-$17.2K
|
-660
|
-3%
|
|
|
521
|
WFG Advisors
Dallas,
Texas
|
$679K
|
-$27.7K
|
-1,062
|
-4%
|
|
|
522
|
Amtrust Financial Services
New York
|
$676K
|
+$651K
|
+25,000
|
New
|
|
|
523
|
New Vernon Investment Management
Highland Park,
Illinois
|
$671K
|
–
|
–
|
–
|
|
|
524
|
Next Financial Group
Houston,
Texas
|
$668K
|
-$36.4K
|
-1,399
|
-5%
|
|
|
525
|
Lido Advisors
Los Angeles,
California
|
$666K
|
+$642K
|
+24,638
|
New
|
|
