|
301
|
Mengis Capital Management
Portland,
Oregon
|
$291K
|
+$60.1K
|
+2,000
|
+23%
|
|
|
302
|
Cadence Bank NA
Houston,
Texas
|
$287K
|
+$68.5K
|
+2,278
|
+28%
|
|
|
303
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$287K
|
+$317K
|
+10,530
|
New
|
|
|
304
|
Williams Jones & Associates
New York
|
$281K
|
-$8.91M
|
-296,342
|
-97%
|
|
|
305
|
Shaker Investments
Cleveland,
Ohio
|
$273K
|
–
|
–
|
–
|
|
|
306
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$270K
|
-$362K
|
-12,038
|
-55%
|
|
|
307
|
Evercore Wealth Management
New York
|
$270K
|
+$92.1K
|
+3,062
|
+45%
|
|
|
308
|
Investment House LLC
Redondo Beach,
California
|
$265K
|
+$292K
|
+9,710
|
New
|
|
|
309
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$257K
|
+$282K
|
+9,384
|
New
|
|
|
310
|
Tortoise Investment Management
White Plains,
New York
|
$256K
|
-$122K
|
-4,060
|
-30%
|
|
|
311
|
Forte Capital
Rochester,
New York
|
$254K
|
+$11.1K
|
+370
|
+4%
|
|
|
312
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$244K
|
+$9.26K
|
+308
|
+4%
|
|
|
313
|
Raffa Wealth Management
Washington,
District of Columbia
|
$244K
|
+$8.48K
|
+282
|
+3%
|
|
|
314
|
ProVise Management Group
Clearwater,
Florida
|
$240K
|
+$264K
|
+8,782
|
New
|
|
|
315
|
Garde Capital
Seattle,
Washington
|
$239K
|
-$1.26K
|
-42
|
-0.5%
|
|
|
316
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$238K
|
+$263K
|
+8,740
|
New
|
|
|
317
|
Frontier Wealth Management
Kansas City,
Missouri
|
$231K
|
+$254K
|
+8,456
|
New
|
|
|
318
|
Comerica Bank
Dallas,
Texas
|
$229K
|
-$273K
|
-9,084
|
-52%
|
|
|
319
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$221K
|
+$47.7K
|
+1,586
|
+24%
|
|
|
320
|
Brown Brothers Harriman & Co
New York
|
$221K
|
+$243K
|
+8,094
|
New
|
|
|
321
|
Eagle Global Advisors
Houston,
Texas
|
$220K
|
+$43.6K
|
+1,450
|
+22%
|
|
|
322
|
BHF Kleinwort Benson Group
Brussels,
Belgium
|
$219K
|
+$241K
|
+8,000
|
New
|
|
|
323
|
Kanaly Trust
Houston,
Texas
|
$218K
|
+$17K
|
+564
|
+8%
|
|
|
324
|
Credit Agricole
Montrouge Cedex,
France
|
$214K
|
+$109K
|
+3,610
|
+85%
|
|
|
325
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$212K
|
+$230K
|
+7,644
|
New
|
|
