|
351
|
Evermay Wealth Management
Arlington,
Virginia
|
$270K
|
+$255K
|
+4,264
|
New
|
|
|
352
|
SII Investments
Appleton,
Wisconsin
|
$268K
|
+$253K
|
+4,233
|
New
|
|
|
353
|
WMS Partners
Towson,
Maryland
|
$266K
|
+$251K
|
+4,200
|
New
|
|
|
354
|
Capital Investment Advisors
Atlanta,
Georgia
|
$265K
|
+$250K
|
+4,188
|
New
|
|
|
355
|
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
$262K
|
-$516K
|
-8,640
|
-68%
|
|
|
356
|
Crosspoint Capital Strategies
Orinda,
California
|
$255K
|
+$221K
|
+3,707
|
New
|
|
|
357
|
DF Dent & Co
Baltimore,
Maryland
|
$253K
|
–
|
–
|
–
|
|
|
358
|
Montag & Associates
Atlanta,
Georgia
|
$253K
|
–
|
–
|
–
|
|
|
359
|
Portola Group
San Jose,
California
|
$253K
|
–
|
–
|
–
|
|
|
360
|
Security National Trust
Wheeling,
West Virginia
|
$253K
|
–
|
–
|
–
|
|
|
361
|
Private Wealth Partners
Mill Valley,
California
|
$247K
|
–
|
–
|
–
|
|
|
362
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$246K
|
–
|
–
|
–
|
|
|
363
|
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
$244K
|
+$230K
|
+3,850
|
New
|
|
|
364
|
Capital City Trust
Tallahassee,
Florida
|
$244K
|
+$413K
|
+6,920
|
New
|
|
|
365
|
Whittier Trust
South Pasadena,
California
|
$243K
|
–
|
–
|
–
|
|
|
366
|
Fisher Asset Management
Camas,
Washington
|
$241K
|
+$227K
|
+3,807
|
New
|
|
|
367
|
Hartline Investment Corp
Winnetka,
Illinois
|
$240K
|
–
|
–
|
–
|
|
|
368
|
Conning Inc
Hartford,
Connecticut
|
$240K
|
+$227K
|
+3,795
|
New
|
|
|
369
|
Howland Capital Management
Boston,
Massachusetts
|
$235K
|
-$35.8K
|
-600
|
-14%
|
|
|
370
|
Adell Harriman & Carpenter
Houston,
Texas
|
$234K
|
–
|
–
|
–
|
|
|
371
|
Capital One National Association
New York
|
$232K
|
+$220K
|
+3,679
|
New
|
|
|
372
|
Frontier Investment Management
Dallas,
Texas
|
$230K
|
–
|
–
|
–
|
|
|
373
|
Chesley Taft & Associates
Chicago,
Illinois
|
$230K
|
+$217K
|
+3,640
|
New
|
|
|
374
|
NBT Bank
Norwich,
New York
|
$228K
|
–
|
–
|
–
|
|
|
375
|
Mark Asset Management
New York
|
$226K
|
–
|
–
|
–
|
|
