|
1301
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$443K
|
–
|
–
|
–
|
|
|
1302
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$440K
|
-$5.31M
|
-48,565
|
-93%
|
|
|
1303
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$439K
|
–
|
–
|
–
|
|
|
1304
|
Portola Group
San Jose,
California
|
$439K
|
+$148K
|
+1,350
|
+56%
|
|
|
1305
|
TradeLink Capital
Chicago,
Illinois
|
$438K
|
+$409K
|
+3,743
|
New
|
|
|
1306
|
South Texas Money Management
San Antonio,
Texas
|
$437K
|
+$171K
|
+1,569
|
+73%
|
|
|
1307
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$431K
|
+$402K
|
+3,681
|
New
|
|
|
1308
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$430K
|
-$1.1M
|
-10,062
|
-73%
|
|
|
1309
|
Sunbelt Securities
Houston,
Texas
|
$427K
|
+$78.2K
|
+716
|
+24%
|
|
|
1310
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$425K
|
+$4.59K
|
+42
|
+1%
|
|
|
1311
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$421K
|
-$109K
|
-1,000
|
-22%
|
|
|
1312
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$421K
|
-$2.08K
|
-19
|
-0.5%
|
|
|
1313
|
Argent Capital Management
St Louis,
Missouri
|
$418K
|
-$5.51M
|
-50,440
|
-93%
|
|
|
1314
|
Kanaly Trust
Houston,
Texas
|
$411K
|
+$47K
|
+430
|
+14%
|
|
|
1315
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$410K
|
–
|
–
|
–
|
|
|
1316
|
Portland Global Advisors
Portland,
Maine
|
$409K
|
+$18.4K
|
+168
|
+5%
|
|
|
1317
|
Boothbay Fund Management
New York
|
$409K
|
+$382K
|
+3,493
|
New
|
|
|
1318
|
1ST Source Bank
South Bend,
Indiana
|
$407K
|
+$379K
|
+3,469
|
New
|
|
|
1319
|
Patten Group
Chattanooga,
Tennessee
|
$406K
|
+$105K
|
+965
|
+39%
|
|
|
1320
|
CPWM LLC
Seattle,
Washington
|
$405K
|
+$378K
|
+3,461
|
New
|
|
|
1321
|
M&R Capital Management
Summit,
New Jersey
|
$402K
|
-$21.9K
|
-200
|
-6%
|
|
|
1322
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$399K
|
–
|
–
|
–
|
|
|
1323
|
North American Management
Boston,
Massachusetts
|
$398K
|
–
|
–
|
–
|
|
|
1324
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$398K
|
–
|
–
|
–
|
|
|
1325
|
Parsec Financial Management
Asheville,
North Carolina
|
$398K
|
+$371K
|
+3,399
|
New
|
|
