|
201
|
Lebenthal Asset Management
New York
|
$331K
|
–
|
–
|
–
|
|
|
202
|
|
$322K
|
+$316K
|
+7,410
|
New
|
|
|
203
|
Aspiriant LLC
Los Angeles,
California
|
$319K
|
-$23.3K
|
-547
|
-7%
|
|
|
204
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$314K
|
-$97.9K
|
-2,295
|
-24%
|
|
|
205
|
East Coast Asset Management
Essex,
Massachusetts
|
$313K
|
–
|
–
|
–
|
|
|
206
|
Well Done LLC
Holland,
Michigan
|
$311K
|
–
|
–
|
–
|
|
|
207
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$310K
|
–
|
–
|
–
|
|
|
208
|
Holderness Investments Company
Greensboro,
North Carolina
|
$310K
|
+$304K
|
+7,122
|
New
|
|
|
209
|
Clearstead Advisors
Cleveland,
Ohio
|
$304K
|
–
|
–
|
–
|
|
|
210
|
Charles Schwab
San Francisco,
California
|
$301K
|
-$86.6K
|
-2,029
|
-23%
|
|
|
211
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$301K
|
+$19.4K
|
+454
|
+7%
|
|
|
212
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$300K
|
+$3.24K
|
+76
|
+1%
|
|
|
213
|
LVZ Inc
Holland,
Michigan
|
$294K
|
-$413K
|
-9,673
|
-59%
|
|
|
214
|
HSBC Holdings
London,
United Kingdom
|
$283K
|
–
|
–
|
–
|
|
|
215
|
Patten & Patten
Chattanooga,
Tennessee
|
$281K
|
+$38.1K
|
+893
|
+16%
|
|
|
216
|
Gradient Investments
Arden Hills,
Minnesota
|
$280K
|
-$24K
|
-563
|
-8%
|
|
|
217
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$279K
|
-$2.47M
|
-57,783
|
-90%
|
|
|
218
|
Avantax Planning Partners
Dubuque,
Iowa
|
$272K
|
+$267K
|
+6,254
|
New
|
|
|
219
|
Davenport & Co
Richmond,
Virginia
|
$271K
|
–
|
–
|
–
|
|
|
220
|
Thompson Davis & Co
Richmond,
Virginia
|
$264K
|
-$8.54K
|
-200
|
-3%
|
|
|
221
|
ACG Wealth
Atlanta,
Georgia
|
$262K
|
+$257K
|
+6,019
|
New
|
|
|
222
|
|
$253K
|
-$1.84M
|
-43,226
|
-88%
|
|
|
223
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$246K
|
+$242K
|
+5,659
|
New
|
|
|
224
|
Courier Capital
Buffalo,
New York
|
$237K
|
–
|
–
|
–
|
|
|
225
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$235K
|
+$231K
|
+5,412
|
New
|
|
