|
401
|
ProVise Management Group
Clearwater,
Florida
|
$298K
|
–
|
–
|
–
|
|
|
402
|
Mark Asset Management
New York
|
$292K
|
–
|
–
|
–
|
|
|
403
|
Chevy Chase Trust
Bethesda,
Maryland
|
$290K
|
–
|
–
|
–
|
|
|
404
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$286K
|
–
|
–
|
–
|
|
|
405
|
Regent Investment Management
Louisville,
Kentucky
|
$282K
|
+$292K
|
+5,500
|
New
|
|
|
406
|
HHG & Company
Darien,
Connecticut
|
$280K
|
+$290K
|
+5,458
|
New
|
|
|
407
|
Gofen & Glossberg
Chicago,
Illinois
|
$278K
|
–
|
–
|
–
|
|
|
408
|
Frontier Wealth Management
Kansas City,
Missouri
|
$276K
|
+$286K
|
+5,384
|
New
|
|
|
409
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$275K
|
-$25.7K
|
-483
|
-8%
|
|
|
410
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$275K
|
–
|
–
|
–
|
|
|
411
|
First Foundation Advisors
Irvine,
California
|
$274K
|
-$355K
|
-6,677
|
-56%
|
|
|
412
|
|
$272K
|
–
|
–
|
–
|
|
|
413
|
StratiFi
San Francisco,
California
|
$272K
|
+$282K
|
+5,300
|
New
|
|
|
414
|
Private Asset Management
San Diego,
California
|
$271K
|
–
|
–
|
–
|
|
|
415
|
Sequoia Financial Advisors
Akron,
Ohio
|
$270K
|
-$44.4K
|
-835
|
-14%
|
|
|
416
|
Capital Investment Advisors
Atlanta,
Georgia
|
$268K
|
-$13.7K
|
-257
|
-5%
|
|
|
417
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$268K
|
–
|
–
|
–
|
|
|
418
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$263K
|
–
|
–
|
–
|
|
|
419
|
South Texas Money Management
San Antonio,
Texas
|
$262K
|
+$271K
|
+5,106
|
New
|
|
|
420
|
First City Capital Management
Savannah,
Georgia
|
$262K
|
–
|
–
|
–
|
|
|
421
|
North American Management
Boston,
Massachusetts
|
$258K
|
-$256K
|
-4,810
|
-49%
|
|
|
422
|
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
$257K
|
–
|
–
|
–
|
|
|
423
|
Evanson Asset Management
Carmel,
California
|
$257K
|
+$52K
|
+979
|
+24%
|
|
|
424
|
Sterneck Capital Management
Kansas City,
Missouri
|
$257K
|
+$53.1K
|
+1,000
|
+25%
|
|
|
425
|
American Assets Investment Management
San Diego,
California
|
$257K
|
+$266K
|
+5,000
|
New
|
|
