|
1001
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$241K
|
–
|
–
|
–
|
|
|
1002
|
Bernzott Capital Advisors
Camarillo,
California
|
$239K
|
–
|
–
|
–
|
|
|
1003
|
Brandywine Trust
Hockessin,
Delaware
|
$239K
|
–
|
–
|
–
|
|
|
1004
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$239K
|
–
|
–
|
–
|
|
|
1005
|
Keating Investment Counselors
Delray Beach,
Florida
|
$239K
|
–
|
–
|
–
|
|
|
1006
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$239K
|
–
|
–
|
–
|
|
|
1007
|
Main Street Research
Lakeville,
Connecticut
|
$238K
|
+$6.21K
|
+208
|
+3%
|
|
|
1008
|
Hancock Whitney
Gulfport,
Mississippi
|
$238K
|
+$8.01K
|
+268
|
+3%
|
|
|
1009
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$238K
|
+$8.61K
|
+288
|
+4%
|
|
|
1010
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$237K
|
-$27.4K
|
-916
|
-10%
|
|
|
1011
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$236K
|
-$52.3K
|
-1,752
|
-18%
|
|
|
1012
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$236K
|
-$7.89K
|
-264
|
-3%
|
|
|
1013
|
Portland Global Advisors
Portland,
Maine
|
$236K
|
–
|
–
|
–
|
|
|
1014
|
Israel Discount Bank of New York
New York
|
$236K
|
+$236K
|
+7,900
|
New
|
|
|
1015
|
Eastern Bank
Boston,
Massachusetts
|
$233K
|
–
|
–
|
–
|
|
|
1016
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$233K
|
–
|
–
|
–
|
|
|
1017
|
Fisher Asset Management
Camas,
Washington
|
$230K
|
+$33K
|
+1,104
|
+17%
|
|
|
1018
|
|
$230K
|
+$230K
|
+7,696
|
New
|
|
|
1019
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$229K
|
+$231K
|
+7,716
|
New
|
|
|
1020
|
Integrated Wealth Counsel
Carmel,
California
|
$227K
|
–
|
–
|
–
|
|
|
1021
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$226K
|
–
|
–
|
–
|
|
|
1022
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$226K
|
–
|
–
|
–
|
|
|
1023
|
Hollencrest Capital Management
Newport Beach,
California
|
$226K
|
+$14.1K
|
+472
|
+7%
|
|
|
1024
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$225K
|
-$51K
|
-1,708
|
-18%
|
|
|
1025
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$225K
|
+$222K
|
+7,440
|
New
|
|
