|
601
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$360K
|
–
|
–
|
–
|
|
|
602
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$360K
|
+$2.15K
|
+41
|
+0.7%
|
|
|
603
|
Argentus Capital Management
Dallas,
Texas
|
$358K
|
+$125K
|
+2,384
|
+64%
|
|
|
604
|
Rathbones Group
Liverpool,
United Kingdom
|
$357K
|
-$27K
|
-514
|
-8%
|
|
|
605
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$355K
|
+$41.9K
|
+799
|
+15%
|
|
|
606
|
SII Investments
Appleton,
Wisconsin
|
$355K
|
+$79.2K
|
+1,509
|
+33%
|
|
|
607
|
Boston Research & Management
Manchester,
Massachusetts
|
$353K
|
–
|
–
|
–
|
|
|
608
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$351K
|
-$7.29K
|
-139
|
-2%
|
|
|
609
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$349K
|
–
|
–
|
–
|
|
|
610
|
Anchor Investment Management
Columbia,
South Carolina
|
$346K
|
+$309K
|
+5,884
|
New
|
|
|
611
|
Assured Investment Management
New York
|
$346K
|
-$467K
|
-8,906
|
-60%
|
|
|
612
|
Pettee Investors
Rowayton,
Connecticut
|
$340K
|
–
|
–
|
–
|
|
|
613
|
Shelton Capital Management
Denver,
Colorado
|
$340K
|
–
|
–
|
–
|
|
|
614
|
Hugh Johnson Advisors
Albany,
New York
|
$337K
|
+$17.8K
|
+340
|
+6%
|
|
|
615
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$336K
|
-$358K
|
-6,816
|
-54%
|
|
|
616
|
Private Capital Management (Minnesota)
Eagan,
Minnesota
|
$336K
|
-$98.5K
|
-1,878
|
-25%
|
|
|
617
|
Windward Capital Management
Los Angeles,
California
|
$331K
|
-$4.14K
|
-79
|
-1%
|
|
|
618
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$329K
|
+$65.6K
|
+1,251
|
+29%
|
|
|
619
|
CenterStar Fund
Chicago,
Illinois
|
$328K
|
–
|
–
|
–
|
|
|
620
|
Frontier Wealth Management
Kansas City,
Missouri
|
$328K
|
+$10.4K
|
+199
|
+4%
|
|
|
621
|
First Horizon Advisors
Memphis,
Tennessee
|
$327K
|
+$14.4K
|
+275
|
+5%
|
|
|
622
|
CPWM LLC
Seattle,
Washington
|
$322K
|
-$184K
|
-3,504
|
-39%
|
|
|
623
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$321K
|
+$81.6K
|
+1,555
|
+40%
|
|
|
624
|
Wellington Shields & Co
New York
|
$321K
|
+$286K
|
+5,453
|
New
|
|
|
625
|
Boston Advisors
Boston,
Massachusetts
|
$316K
|
-$36.4K
|
-693
|
-11%
|
|
