|
301
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$107K
|
–
|
–
|
–
|
|
|
302
|
Joel Isaacson & Co
New York
|
$101K
|
–
|
–
|
–
|
|
|
303
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$91K
|
+$91.2K
|
+5,400
|
New
|
|
|
304
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$80K
|
+$11.6K
|
+690
|
+17%
|
|
|
305
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$78K
|
–
|
–
|
–
|
|
|
306
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$67K
|
+$67.5K
|
+4,000
|
New
|
|
|
307
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$60K
|
+$8.9K
|
+527
|
+17%
|
|
|
308
|
Shamrock Asset Management
Dallas,
Texas
|
$59K
|
–
|
–
|
–
|
|
|
309
|
First Horizon Advisors
Memphis,
Tennessee
|
$56K
|
–
|
–
|
–
|
|
|
310
|
CenterStar Fund
Chicago,
Illinois
|
$52K
|
–
|
–
|
–
|
|
|
311
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$50K
|
-$77.7K
|
-4,600
|
-61%
|
|
|
312
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$50K
|
–
|
–
|
–
|
|
|
313
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$49K
|
–
|
–
|
–
|
|
|
314
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$49K
|
+$49K
|
+2,900
|
New
|
|
|
315
|
Sonora Investment Management
Tucson,
Arizona
|
$48.7K
|
+$15.2K
|
+900
|
+45%
|
|
|
316
|
Anchor Investment Management
Columbia,
South Carolina
|
$44.3K
|
+$8.44K
|
+500
|
+23%
|
|
|
317
|
Risk Paradigm Group
Austin,
Texas
|
$36.9K
|
–
|
–
|
–
|
|
|
318
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$34K
|
–
|
–
|
–
|
|
|
319
|
City Holding Co
Charleston,
West Virginia
|
$33K
|
–
|
–
|
–
|
|
|
320
|
Delta Asset Management
Memphis,
Tennessee
|
$30K
|
–
|
–
|
–
|
|
|
321
|
Huntington National Bank
Columbus,
Ohio
|
$29K
|
–
|
–
|
–
|
|
|
322
|
AssetMark Inc
Concord,
California
|
$28K
|
–
|
–
|
–
|
|
|
323
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$25K
|
–
|
–
|
–
|
|
|
324
|
Westwood Holdings Group
Dallas,
Texas
|
$25K
|
–
|
–
|
–
|
|
|
325
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$25K
|
+$25.3K
|
+1,500
|
New
|
|
