|
201
|
Boston Advisors
Boston,
Massachusetts
|
$4.63M
|
+$200K
|
+1,648
|
+5%
|
|
|
202
|
Rockefeller Financial Services
New York
|
$4.62M
|
-$427K
|
-3,523
|
-9%
|
|
|
203
|
Belpointe Asset Management
Reno,
Nevada
|
$4.61M
|
-$4.12K
|
-34
|
-0.1%
|
|
|
204
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.59M
|
-$61.7K
|
-509
|
-1%
|
|
|
205
|
Narwhal Capital Management
Marietta,
Georgia
|
$4.58M
|
+$139K
|
+1,150
|
+3%
|
|
|
206
|
Comerica Bank
Dallas,
Texas
|
$4.53M
|
-$2.29M
|
-18,869
|
-35%
|
|
|
207
|
PFS Investments
Duluth,
Georgia
|
$4.37M
|
+$4.16M
|
+34,347
|
New
|
|
|
208
|
Choate Investment Advisors
Boston,
Massachusetts
|
$4.37M
|
+$1.61M
|
+13,298
|
+60%
|
|
|
209
|
TD Ameritrade Trust
Denver,
Colorado
|
$4.36M
|
+$264K
|
+2,174
|
+7%
|
|
|
210
|
Adams Natural Resources Fund
Baltimore,
Maryland
|
$4.35M
|
–
|
–
|
–
|
|
|
211
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$4.35M
|
+$54.3K
|
+448
|
+1%
|
|
|
212
|
Chai Trust Company
Chicago,
Illinois
|
$4.33M
|
–
|
–
|
–
|
|
|
213
|
IFP Advisors
Tampa,
Florida
|
$4.3M
|
-$1.66M
|
-13,724
|
-28%
|
|
|
214
|
Sarasin & Partners
London,
United Kingdom
|
$4.21M
|
+$66.7K
|
+550
|
+2%
|
|
|
215
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.2M
|
+$4.12M
|
+33,993
|
New
|
|
|
216
|
Avalon Capital Management
Port Of Redwood City,
California
|
$4.18M
|
-$1.35M
|
-11,131
|
-25%
|
|
|
217
|
First Allied Advisory Services
San Diego,
California
|
$4.16M
|
-$1.17M
|
-9,685
|
-22%
|
|
|
218
|
Evercore Wealth Management
New York
|
$4.16M
|
+$592K
|
+4,881
|
+17%
|
|
|
219
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.08M
|
+$24.1K
|
+199
|
+0.6%
|
|
|
220
|
Lakewood Capital Management
New York
|
$4.06M
|
–
|
–
|
–
|
|
|
221
|
Perennial Advisors
New York
|
$4.05M
|
-$247K
|
-2,036
|
-6%
|
|
|
222
|
Scotia Capital
Toronto,
Ontario, Canada
|
$4.05M
|
-$29.3K
|
-242
|
-0.7%
|
|
|
223
|
Millie Capital Management
Walnut Creek,
California
|
$4M
|
-$62.9K
|
-519
|
-2%
|
|
|
224
|
|
$3.98M
|
+$245K
|
+2,021
|
+7%
|
|
|
225
|
Violich Capital Management
San Francisco,
California
|
$3.87M
|
+$15.2K
|
+125
|
+0.4%
|
|
