|
601
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$331K
|
–
|
–
|
–
|
|
|
602
|
Quest Investment Management
Lake Oswego,
Oregon
|
$330K
|
–
|
–
|
–
|
|
|
603
|
Windward Capital Management
Los Angeles,
California
|
$328K
|
-$3.21K
|
-61
|
-1%
|
|
|
604
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$326K
|
-$6.16K
|
-117
|
-2%
|
|
|
605
|
Boston Research & Management
Manchester,
Massachusetts
|
$325K
|
–
|
–
|
–
|
|
|
606
|
Parthenon LLC
Louisville,
Kentucky
|
$324K
|
-$73.3K
|
-1,391
|
-19%
|
|
|
607
|
WMS Partners
Towson,
Maryland
|
$323K
|
–
|
–
|
–
|
|
|
608
|
Ronald Blue & Co
Roswell,
Georgia
|
$323K
|
+$20.3K
|
+386
|
+7%
|
|
|
609
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$322K
|
+$26.2K
|
+498
|
+9%
|
|
|
610
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$321K
|
–
|
–
|
–
|
|
|
611
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$319K
|
+$2.21K
|
+42
|
+0.7%
|
|
|
612
|
Granite Investment Partners
El Segundo,
California
|
$317K
|
–
|
–
|
–
|
|
|
613
|
Webster Bank
Waterbury,
Connecticut
|
$316K
|
+$5.85K
|
+111
|
+2%
|
|
|
614
|
Hugh Johnson Advisors
Albany,
New York
|
$316K
|
+$42.1K
|
+799
|
+16%
|
|
|
615
|
Spinnaker Trust
Portland,
Maine
|
$315K
|
-$39.2K
|
-744
|
-11%
|
|
|
616
|
Pettee Investors
Rowayton,
Connecticut
|
$314K
|
–
|
–
|
–
|
|
|
617
|
Jones Financial Companies
Des Peres,
Missouri
|
$313K
|
-$14.7K
|
-280
|
-5%
|
|
|
618
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$309K
|
+$300K
|
+5,703
|
New
|
|
|
619
|
Old Mutual Customised Solutions
Pinelands,
South Africa
|
$302K
|
–
|
–
|
–
|
|
|
620
|
Scott & Selber Inc
Houston,
Texas
|
$302K
|
–
|
–
|
–
|
|
|
621
|
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
$299K
|
-$886K
|
-16,813
|
-75%
|
|
|
622
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$298K
|
–
|
–
|
–
|
|
|
623
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$295K
|
-$3.69K
|
-70
|
-1%
|
|
|
624
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$294K
|
-$216K
|
-4,101
|
-43%
|
|
|
625
|
Ellington Management Group
Old Greenwich,
Connecticut
|
$294K
|
+$51.3K
|
+974
|
+22%
|
|
