|
401
|
KCM Investment Advisors
Greenbrae,
California
|
$269K
|
+$37K
|
+495
|
+16%
|
|
|
402
|
Anchor Investment Management
Columbia,
South Carolina
|
$266K
|
+$265K
|
+3,540
|
New
|
|
|
403
|
Truist Financial
Charlotte,
North Carolina
|
$259K
|
-$102K
|
-1,369
|
-28%
|
|
|
404
|
Lebenthal Asset Management
New York
|
$248K
|
+$248K
|
+3,312
|
New
|
|
|
405
|
Marco Investment Management
Atlanta,
Georgia
|
$241K
|
–
|
–
|
–
|
|
|
406
|
Lebenthal Holdings
New York
|
$241K
|
+$240K
|
+3,205
|
New
|
|
|
407
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$240K
|
–
|
–
|
–
|
|
|
408
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$226K
|
–
|
–
|
–
|
|
|
409
|
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
|
$225K
|
–
|
–
|
–
|
|
|
410
|
Doheny Asset Management
Los Angeles,
California
|
$225K
|
–
|
–
|
–
|
|
|
411
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$225K
|
–
|
–
|
–
|
|
|
412
|
FDx Advisors
Chicago,
Illinois
|
$220K
|
-$3.89K
|
-52
|
-2%
|
|
|
413
|
Checchi Capital Advisers
Beverly Hills,
California
|
$219K
|
-$24.2K
|
-324
|
-10%
|
|
|
414
|
Murphy Capital Management
Bedminster,
New Jersey
|
$219K
|
-$16.8K
|
-225
|
-7%
|
|
|
415
|
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
|
$219K
|
+$15K
|
+200
|
+7%
|
|
|
416
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$214K
|
–
|
–
|
–
|
|
|
417
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$210K
|
-$626K
|
-8,364
|
-75%
|
|
|
418
|
Everett Harris & Co
Los Angeles,
California
|
$210K
|
+$209K
|
+2,800
|
New
|
|
|
419
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$196K
|
–
|
–
|
–
|
|
|
420
|
D.A. Davidson & Co
Great Falls,
Montana
|
$195K
|
+$4.49K
|
+60
|
+2%
|
|
|
421
|
Duncker Streett & Co
St. Louis,
Missouri
|
$189K
|
-$22.4K
|
-300
|
-11%
|
|
|
422
|
MV Capital Management
Bethesda,
Maryland
|
$188K
|
–
|
–
|
–
|
|
|
423
|
PartnerRe Asset Management
Greenwich,
Connecticut
|
$183K
|
–
|
–
|
–
|
|
|
424
|
First City Capital Management
Savannah,
Georgia
|
$179K
|
-$3.74K
|
-50
|
-2%
|
|
|
425
|
Creative Planning
Overland Park,
Kansas
|
$179K
|
-$27.2K
|
-363
|
-13%
|
|
