|
151
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$292K
|
+$287K
|
+3,855
|
New
|
|
|
152
|
FDx Advisors
Chicago,
Illinois
|
$268K
|
-$2.19M
|
-29,465
|
-89%
|
|
|
153
|
Essex Financial Services
Essex,
Connecticut
|
$249K
|
–
|
–
|
–
|
|
|
154
|
Essex Investment Management
Boston,
Massachusetts
|
$249K
|
+$10.6K
|
+142
|
+5%
|
|
|
155
|
Wellington Management Group
Boston,
Massachusetts
|
$244K
|
-$29.8K
|
-400
|
-11%
|
|
|
156
|
Herndon Capital Management
Atlanta,
Georgia
|
$242K
|
–
|
–
|
–
|
|
|
157
|
|
$239K
|
-$4.39K
|
-59
|
-2%
|
|
|
158
|
Wellington Shields Capital Management
New York
|
$235K
|
–
|
–
|
–
|
|
|
159
|
1919 Investment Counsel
Baltimore,
Maryland
|
$229K
|
–
|
–
|
–
|
|
|
160
|
Harvey Capital Management
Palm Beach,
Florida
|
$227K
|
–
|
–
|
–
|
|
|
161
|
Yorktown Management & Research Company
Forest,
Virginia
|
$227K
|
–
|
–
|
–
|
|
|
162
|
Advisor Partners
Walnut Creek,
California
|
$220K
|
+$1.26K
|
+17
|
+0.6%
|
|
|
163
|
Truist Financial
Charlotte,
North Carolina
|
$219K
|
-$39.4K
|
-530
|
-16%
|
|
|
164
|
Banced Corp
Edwardsville,
Illinois
|
$216K
|
+$212K
|
+2,848
|
New
|
|
|
165
|
ClearBridge Investments
New York
|
$205K
|
+$201K
|
+2,700
|
New
|
|
|
166
|
Midas Management
New York
|
$203K
|
–
|
–
|
–
|
|
|
167
|
Texas Capital Bancshares
Dallas,
Texas
|
$202K
|
-$24.1K
|
-324
|
-11%
|
|
|
168
|
Prelude Capital Management
New York
|
$200K
|
+$39.4K
|
+530
|
New
|
|
|
169
|
|
$196K
|
–
|
–
|
–
|
|
|
170
|
M&T Bank
Buffalo,
New York
|
$152K
|
–
|
–
|
–
|
|
|
171
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$140K
|
–
|
–
|
–
|
|
|
172
|
Mizuho Asset Management
Tokyo,
Japan
|
$120K
|
–
|
–
|
–
|
|
|
173
|
BlackRock Fund Advisors
San Francisco,
California
|
$116K
|
–
|
–
|
–
|
|
|
174
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$106K
|
–
|
–
|
–
|
|
|
175
|
Howe & Rusling
Rochester,
New York
|
$101K
|
+$43.5K
|
+585
|
+78%
|
|
