|
401
|
Cohen Klingenstein
New York
|
$404K
|
–
|
–
|
–
|
|
|
402
|
Neville Rodie & Shaw
New York
|
$403K
|
–
|
–
|
–
|
|
|
403
|
OMERS Administration Corp
Toronto,
Ontario, Canada
|
$403K
|
+$388K
|
+25,200
|
New
|
|
|
404
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$401K
|
+$5.08K
|
+330
|
+1%
|
|
|
405
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$400K
|
+$4.44K
|
+288
|
+1%
|
|
|
406
|
Profund Advisors
Bethesda,
Maryland
|
$400K
|
+$16.7K
|
+1,083
|
+4%
|
|
|
407
|
Mutual Advisors
Omaha,
Nebraska
|
$399K
|
-$21.7K
|
-1,406
|
-5%
|
|
|
408
|
Truist Financial
Charlotte,
North Carolina
|
$398K
|
-$4.56K
|
-296
|
-1%
|
|
|
409
|
Old National Bancorp
Evansville,
Indiana
|
$398K
|
+$397K
|
+25,761
|
New
|
|
|
410
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$397K
|
–
|
–
|
–
|
|
|
411
|
Grassi Investment Management
Santa Clara,
California
|
$395K
|
-$53.9K
|
-3,500
|
-12%
|
|
|
412
|
Fiduciary Trust
Boston,
Massachusetts
|
$395K
|
-$1.9K
|
-123
|
-0.5%
|
|
|
413
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$395K
|
–
|
–
|
–
|
|
|
414
|
Bartlett & Co
Cincinnati,
Ohio
|
$394K
|
–
|
–
|
–
|
|
|
415
|
Ironwood Investment Management
Boston,
Massachusetts
|
$392K
|
–
|
–
|
–
|
|
|
416
|
Teewinot Capital Advisers
New York
|
$390K
|
–
|
–
|
–
|
|
|
417
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$390K
|
+$44.3K
|
+2,872
|
+13%
|
|
|
418
|
Brown Advisory
Baltimore,
Maryland
|
$388K
|
+$106K
|
+6,887
|
+38%
|
|
|
419
|
Mission Wealth Management
Santa Barbara,
California
|
$385K
|
-$78.4K
|
-5,091
|
-17%
|
|
|
420
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$385K
|
+$167K
|
+10,816
|
+77%
|
|
|
421
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$381K
|
-$19.9K
|
-1,291
|
-5%
|
|
|
422
|
Trust Asset Management
Houston,
Texas
|
$376K
|
–
|
–
|
–
|
|
|
423
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$373K
|
+$9.57K
|
+621
|
+3%
|
|
|
424
|
Private Advisor Group
Morristown,
New Jersey
|
$371K
|
-$47.2K
|
-3,066
|
-11%
|
|
|
425
|
Petrus Trust Company
Dallas,
Texas
|
$367K
|
+$366K
|
+23,776
|
New
|
|
