|
326
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.75M
|
–
|
–
|
–
|
|
|
327
|
Montag & Associates
Atlanta,
Georgia
|
$1.75M
|
–
|
–
|
–
|
|
|
328
|
|
$1.73M
|
-$98.4K
|
-848
|
-5%
|
|
|
329
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.7M
|
+$92.2K
|
+794
|
+5%
|
|
|
330
|
Level Four Advisory Services
Dallas,
Texas
|
$1.7M
|
+$1.8M
|
+15,514
|
New
|
|
|
331
|
|
$1.7M
|
-$400K
|
-3,446
|
-18%
|
|
|
332
|
Pinnacle Associates
New York
|
$1.67M
|
+$34.2K
|
+295
|
+2%
|
|
|
333
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.66M
|
-$18K
|
-155
|
-1%
|
|
|
334
|
Windhaven Investment Management
Boston,
Massachusetts
|
$1.66M
|
+$1.42M
|
+12,248
|
+424%
|
|
|
335
|
Southport Management
Wilson,
Wyoming
|
$1.64M
|
–
|
–
|
–
|
|
|
336
|
Rikoon Group
Santa Fe,
New Mexico
|
$1.64M
|
+$638K
|
+5,496
|
+65%
|
|
|
337
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$1.64M
|
-$11.5K
|
-99
|
-0.7%
|
|
|
338
|
Avalon Capital Management
Port Of Redwood City,
California
|
$1.64M
|
-$121K
|
-1,041
|
-7%
|
|
|
339
|
Simmons Bank
Pine Bluff,
Arkansas
|
$1.63M
|
-$252K
|
-2,173
|
-13%
|
|
|
340
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.62M
|
+$98.9K
|
+852
|
+6%
|
|
|
341
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$1.62M
|
-$67.7K
|
-583
|
-4%
|
|
|
342
|
KCM Investment Advisors
Greenbrae,
California
|
$1.61M
|
-$12K
|
-103
|
-0.7%
|
|
|
343
|
New England Asset Management
Farmington,
Connecticut
|
$1.61M
|
–
|
–
|
–
|
|
|
344
|
Sterling Investment Management
Tucson,
Arizona
|
$1.6M
|
-$46.1K
|
-397
|
-3%
|
|
|
345
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$1.6M
|
+$1.69M
|
+14,572
|
New
|
|
|
346
|
Stephens Inc
Little Rock,
Arkansas
|
$1.59M
|
-$332K
|
-2,862
|
-16%
|
|
|
347
|
GW & Wade
Wellesley,
Massachusetts
|
$1.57M
|
+$197K
|
+1,695
|
+13%
|
|
|
348
|
Brown Brothers Harriman & Co
New York
|
$1.56M
|
–
|
–
|
–
|
|
|
349
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.55M
|
+$1.64M
|
+14,134
|
New
|
|
|
350
|
CMT Asset Management
Chicago,
Illinois
|
$1.55M
|
-$217K
|
-1,868
|
-12%
|
|
