|
201
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$837K
|
–
|
–
|
–
|
|
|
202
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$829K
|
+$41.7K
|
+1,930
|
+6%
|
|
|
203
|
Sequoia Financial Advisors
Akron,
Ohio
|
$828K
|
-$119K
|
-5,520
|
-13%
|
|
|
204
|
BOK Financial
Tulsa,
Oklahoma
|
$819K
|
–
|
–
|
–
|
|
|
205
|
Segment Wealth Management
Houston,
Texas
|
$813K
|
–
|
–
|
–
|
|
|
206
|
Neville Rodie & Shaw
New York
|
$802K
|
–
|
–
|
–
|
|
|
207
|
Capital Innovations
Pewaukee,
Wisconsin
|
$798K
|
+$737K
|
+34,120
|
New
|
|
|
208
|
Whittier Trust
South Pasadena,
California
|
$777K
|
–
|
–
|
–
|
|
|
209
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$771K
|
+$7K
|
+324
|
+1%
|
|
|
210
|
|
$767K
|
+$709K
|
+32,800
|
New
|
|
|
211
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$762K
|
+$41.8K
|
+1,936
|
+6%
|
|
|
212
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$751K
|
–
|
–
|
–
|
|
|
213
|
TIAA CREF Trust
St Louis,
Missouri
|
$739K
|
+$683K
|
+31,624
|
New
|
|
|
214
|
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
$733K
|
+$678K
|
+31,360
|
New
|
|
|
215
|
North American Management
Boston,
Massachusetts
|
$669K
|
+$26.8K
|
+1,240
|
+5%
|
|
|
216
|
Keeley Asset Management
Chicago,
Illinois
|
$654K
|
-$1.02M
|
-47,200
|
-63%
|
|
|
217
|
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
$647K
|
–
|
–
|
–
|
|
|
218
|
MSI Financial Services
Springfield,
Massachusetts
|
$634K
|
+$27.5K
|
+1,274
|
+5%
|
|
|
219
|
Paradigm Asset Management
New York
|
$616K
|
–
|
–
|
–
|
|
|
220
|
Catawba Capital Management
Roanoke,
Virginia
|
$616K
|
–
|
–
|
–
|
|
|
221
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$591K
|
+$69.1K
|
+3,200
|
+15%
|
|
|
222
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$580K
|
-$8.64K
|
-400
|
-2%
|
|
|
223
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$580K
|
+$536K
|
+24,800
|
New
|
|
|
224
|
TradeWorx
Red Bank,
New Jersey
|
$572K
|
+$529K
|
+24,480
|
New
|
|
|
225
|
Hilton Capital Management
Garden City,
New York
|
$561K
|
-$8.64K
|
-400
|
-2%
|
|
