|
401
|
Weatherly Asset Management
Del Mar,
California
|
$356K
|
–
|
–
|
–
|
|
|
402
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$355K
|
-$32.6K
|
-160
|
-9%
|
|
|
403
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$354K
|
-$22.6K
|
-111
|
-6%
|
|
|
404
|
Wolverine Asset Management
Chicago,
Illinois
|
$347K
|
+$92.9K
|
+456
|
+39%
|
|
|
405
|
CPWM LLC
Seattle,
Washington
|
$346K
|
+$333K
|
+1,635
|
New
|
|
|
406
|
Chesley Taft & Associates
Chicago,
Illinois
|
$344K
|
+$331K
|
+1,625
|
New
|
|
|
407
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$342K
|
–
|
–
|
–
|
|
|
408
|
Jones Financial Companies
Des Peres,
Missouri
|
$339K
|
+$327K
|
+1,604
|
New
|
|
|
409
|
Private Asset Management
San Diego,
California
|
$334K
|
–
|
–
|
–
|
|
|
410
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$334K
|
+$321K
|
+1,576
|
New
|
|
|
411
|
Nuveen
Charlotte,
North Carolina
|
$327K
|
-$22.4M
|
-110,150
|
-7%
|
|
|
412
|
GSA Capital Partners
London,
United Kingdom
|
$318K
|
+$306K
|
+1,504
|
New
|
|
|
413
|
Cetera Advisors
Denver,
Colorado
|
$313K
|
+$6.11K
|
+30
|
+2%
|
|
|
414
|
Truist Financial
Charlotte,
North Carolina
|
$303K
|
-$2.65K
|
-13
|
-0.9%
|
|
|
415
|
Pegasus Partners
Mequon,
Wisconsin
|
$286K
|
–
|
–
|
–
|
|
|
416
|
Washington Trust
Westerly,
Rhode Island
|
$285K
|
+$42.2K
|
+207
|
+18%
|
|
|
417
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$283K
|
–
|
–
|
–
|
|
|
418
|
Oppenheimer & Co
New York
|
$275K
|
+$36.3K
|
+178
|
+16%
|
|
|
419
|
Sentinel Asset Management
Montpelier,
Vermont
|
$275K
|
+$265K
|
+1,300
|
New
|
|
|
420
|
Checchi Capital Advisers
Beverly Hills,
California
|
$274K
|
-$4.07K
|
-20
|
-2%
|
|
|
421
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$273K
|
-$10.2K
|
-50
|
-4%
|
|
|
422
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$267K
|
+$257K
|
+1,260
|
New
|
|
|
423
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$263K
|
–
|
–
|
–
|
|
|
424
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$263K
|
+$611
|
+3
|
+0.2%
|
|
|
425
|
Prudential plc
London, England,
United Kingdom
|
$262K
|
–
|
–
|
–
|
|
