|
201
|
Aperio Group
Sausalito,
California
|
$611K
|
-$475K
|
-11,476
|
Closed
|
|
|
202
|
Fiduciary Management Associates
Chicago,
Illinois
|
$601K
|
-$62K
|
-1,500
|
-10%
|
|
|
203
|
Outfitter Advisors
Mclean,
Virginia
|
$592K
|
-$41.4K
|
-1,000
|
-7%
|
|
|
204
|
Cypress Capital Group
Palm Beach,
Florida
|
$577K
|
–
|
–
|
–
|
|
|
205
|
Shelton Capital Management
Denver,
Colorado
|
$575K
|
+$116K
|
+2,794
|
+28%
|
|
|
206
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$549K
|
-$108K
|
-2,600
|
-18%
|
|
|
207
|
Truist Financial
Charlotte,
North Carolina
|
$531K
|
-$193K
|
-4,668
|
-29%
|
|
|
208
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$525K
|
-$7.69K
|
-186
|
-2%
|
|
|
209
|
D.A. Davidson & Co
Great Falls,
Montana
|
$511K
|
+$195K
|
+4,720
|
+71%
|
|
|
210
|
BRC Investment Management
Greenwood Village,
Colorado
|
$488K
|
+$5.63K
|
+136
|
+1%
|
|
|
211
|
Saturna Capital
Bellingham,
Washington
|
$481K
|
+$49.8K
|
+1,204
|
+13%
|
|
|
212
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$471K
|
+$62.9K
|
+1,520
|
+17%
|
|
|
213
|
Seven Eight Capital
New York
|
$454K
|
+$414K
|
+10,000
|
New
|
|
|
214
|
KeyBank National Association
Cleveland,
Ohio
|
$449K
|
+$29.9K
|
+724
|
+8%
|
|
|
215
|
Rand Wealth
Baltimore,
Maryland
|
$431K
|
–
|
–
|
–
|
|
|
216
|
Wellington Management Group
Boston,
Massachusetts
|
$428K
|
-$6.66M
|
-161,090
|
-94%
|
|
|
217
|
World Asset Management
Detroit,
Michigan
|
$415K
|
-$57.6K
|
-1,392
|
-13%
|
|
|
218
|
Private Advisor Group
Morristown,
New Jersey
|
$401K
|
+$365K
|
+8,834
|
New
|
|
|
219
|
DF Dent & Co
Baltimore,
Maryland
|
$396K
|
+$361K
|
+8,720
|
New
|
|
|
220
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$391K
|
+$355K
|
+8,594
|
New
|
|
|
221
|
OFI Advisors
Philadelphia,
Pennsylvania
|
$390K
|
-$185K
|
-4,470
|
-34%
|
|
|
222
|
Amalgamated Bank
New York
|
$380K
|
+$346K
|
+8,368
|
New
|
|
|
223
|
National Planning Corporation
El Segundo,
California
|
$374K
|
+$82.7K
|
+2,000
|
+32%
|
|
|
224
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$363K
|
+$157K
|
+3,800
|
+90%
|
|
|
225
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$327K
|
–
|
–
|
–
|
|
