|
1001
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$283K
|
–
|
–
|
–
|
|
|
1002
|
Well Done LLC
Holland,
Michigan
|
$283K
|
–
|
–
|
–
|
|
|
1003
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$281K
|
–
|
–
|
–
|
|
|
1004
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$281K
|
+$27.3K
|
+800
|
+11%
|
|
|
1005
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$281K
|
+$274K
|
+8,008
|
New
|
|
|
1006
|
Davidson & Garrard
Lynchburg,
Virginia
|
$280K
|
-$41K
|
-1,200
|
-13%
|
|
|
1007
|
Bernzott Capital Advisors
Camarillo,
California
|
$280K
|
–
|
–
|
–
|
|
|
1008
|
Brandywine Trust
Hockessin,
Delaware
|
$280K
|
–
|
–
|
–
|
|
|
1009
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
$280K
|
+$273K
|
+8,000
|
New
|
|
|
1010
|
Eastern Bank
Boston,
Massachusetts
|
$278K
|
–
|
–
|
–
|
|
|
1011
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$278K
|
–
|
–
|
–
|
|
|
1012
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$277K
|
–
|
–
|
–
|
|
|
1013
|
Carl Domino
West Palm Beach,
Florida
|
$277K
|
–
|
–
|
–
|
|
|
1014
|
Cribstone Capital Management
Augusta,
Maine
|
$272K
|
–
|
–
|
–
|
|
|
1015
|
Mission Wealth Management
Santa Barbara,
California
|
$272K
|
+$32.9K
|
+964
|
+14%
|
|
|
1016
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$272K
|
+$266K
|
+7,768
|
New
|
|
|
1017
|
Thornburg Investment Management
Santa Fe,
New Mexico
|
$269K
|
-$277K
|
-8,116
|
-51%
|
|
|
1018
|
Hancock Whitney
Gulfport,
Mississippi
|
$269K
|
–
|
–
|
–
|
|
|
1019
|
CIBC Bank USA
Chicago,
Illinois
|
$269K
|
+$263K
|
+7,684
|
New
|
|
|
1020
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$266K
|
–
|
–
|
–
|
|
|
1021
|
Gould Asset Management
Claremont,
California
|
$264K
|
–
|
–
|
–
|
|
|
1022
|
Focused Wealth Management
Newburgh,
New York
|
$264K
|
+$164K
|
+4,796
|
+175%
|
|
|
1023
|
Berkeley Capital Partners
Milton,
Georgia
|
$263K
|
–
|
–
|
–
|
|
|
1024
|
Nuveen Fund Advisors
Chicago,
Illinois
|
$261K
|
-$24.6K
|
-720
|
-9%
|
|
|
1025
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$261K
|
-$273
|
-8
|
-0.1%
|
|
