|
401
|
1919 Investment Counsel
Baltimore,
Maryland
|
$682K
|
–
|
–
|
–
|
|
|
402
|
Allworth Financial
Folsom,
California
|
$682K
|
–
|
–
|
–
|
|
|
403
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$682K
|
–
|
–
|
–
|
|
|
404
|
Boston Trust Walden
Boston,
Massachusetts
|
$682K
|
–
|
–
|
–
|
|
|
405
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$682K
|
–
|
–
|
–
|
|
|
406
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$682K
|
–
|
–
|
–
|
|
|
407
|
Cadinha & Co
Honolulu,
Hawaii
|
$682K
|
–
|
–
|
–
|
|
|
408
|
Century Capital Management
Boston,
Massachusetts
|
$682K
|
–
|
–
|
–
|
|
|
409
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$682K
|
–
|
–
|
–
|
|
|
410
|
Coastline Trust
Providence,
Rhode Island
|
$682K
|
–
|
–
|
–
|
|
|
411
|
Coldstream Capital Management
Bellevue,
Washington
|
$682K
|
–
|
–
|
–
|
|
|
412
|
Financial Counselors Inc
Overland Park,
Kansas
|
$682K
|
–
|
–
|
–
|
|
|
413
|
First Interstate Bank
Billings,
Montana
|
$682K
|
–
|
–
|
–
|
|
|
414
|
Hills Bank & Trust
North Liberty,
Iowa
|
$682K
|
–
|
–
|
–
|
|
|
415
|
Karpas Strategies
Litchfield,
Connecticut
|
$682K
|
–
|
–
|
–
|
|
|
416
|
Marcuard Family Office
Zurich,
Switzerland
|
$682K
|
–
|
–
|
–
|
|
|
417
|
Merit Investment Management
Wilmington,
Delaware
|
$682K
|
–
|
–
|
–
|
|
|
418
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$682K
|
–
|
–
|
–
|
|
|
419
|
Round Table Services
Westfield,
New Jersey
|
$682K
|
–
|
–
|
–
|
|
|
420
|
Scotia Capital
Toronto,
Ontario, Canada
|
$682K
|
–
|
–
|
–
|
|
|
421
|
Summit Asset Management
Memphis,
Tennessee
|
$682K
|
–
|
–
|
–
|
|
|
422
|
Thomas Story & Son
Culver,
Indiana
|
$682K
|
–
|
–
|
–
|
|
|
423
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$682K
|
–
|
–
|
–
|
|
|
424
|
WFG Advisors
Dallas,
Texas
|
$682K
|
–
|
–
|
–
|
|
|
425
|
Diversified Trust
Memphis,
Tennessee
|
$682K
|
+$173K
|
+1
|
+33%
|
|
