|
376
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$528K
|
–
|
–
|
–
|
|
|
377
|
Raymond James Trust
St. Petersburg,
Florida
|
$528K
|
+$231K
|
+5,929
|
+92%
|
|
|
378
|
Citizens Business Bank
Ontario,
California
|
$510K
|
-$5.76K
|
-148
|
-1%
|
|
|
379
|
Carret Asset Management
New York
|
$497K
|
+$2.03K
|
+52
|
+0.4%
|
|
|
380
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$497K
|
+$55.7K
|
+1,431
|
+14%
|
|
|
381
|
|
$490K
|
–
|
–
|
–
|
|
|
382
|
Hills Bank & Trust
North Liberty,
Iowa
|
$490K
|
+$52.6K
|
+1,350
|
+13%
|
|
|
383
|
John G. Ullman & Associates
Corning,
New York
|
$480K
|
-$67.4K
|
-1,730
|
-13%
|
|
|
384
|
Turner Investments
Berwyn,
Pennsylvania
|
$478K
|
-$39.7K
|
-1,020
|
-8%
|
|
|
385
|
Ronald Blue & Co
Roswell,
Georgia
|
$478K
|
+$41.5K
|
+1,066
|
+11%
|
|
|
386
|
First Allied Advisory Services
San Diego,
California
|
$477K
|
-$5.22K
|
-134
|
-1%
|
|
|
387
|
Fayez Sarofim & Co
Houston,
Texas
|
$475K
|
–
|
–
|
–
|
|
|
388
|
United Services Automobile Association
San Antonio,
Texas
|
$473K
|
-$24.4K
|
-626
|
-5%
|
|
|
389
|
Veritable
Wilmington,
Delaware
|
$472K
|
+$200K
|
+5,130
|
+86%
|
|
|
390
|
Kings Point Capital Management
Great Neck,
New York
|
$469K
|
–
|
–
|
–
|
|
|
391
|
Karpas Strategies
Litchfield,
Connecticut
|
$469K
|
+$77.9K
|
+2,000
|
+22%
|
|
|
392
|
Wexford Capital
West Palm Beach,
Florida
|
$469K
|
+$429K
|
+11,000
|
New
|
|
|
393
|
Winch Advisory Services
Appleton,
Wisconsin
|
$468K
|
-$261K
|
-6,695
|
-38%
|
|
|
394
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$465K
|
+$425K
|
+10,900
|
New
|
|
|
395
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$460K
|
-$6.23K
|
-160
|
-1%
|
|
|
396
|
KCM Investment Advisors
Greenbrae,
California
|
$443K
|
-$27.3K
|
-700
|
-6%
|
|
|
397
|
Majedie Asset Management
London,
United Kingdom
|
$434K
|
+$397K
|
+10,187
|
New
|
|
|
398
|
MU Investments Company
Tokyo,
Japan
|
$433K
|
-$62.3K
|
-1,600
|
-14%
|
|
|
399
|
Bell Bank
Fargo,
North Dakota
|
$432K
|
-$113K
|
-2,905
|
-22%
|
|
|
400
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$430K
|
+$23.4K
|
+600
|
+6%
|
|
