|
201
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$315K
|
–
|
–
|
–
|
|
|
202
|
|
$313K
|
+$58.2K
|
+486
|
+22%
|
|
|
203
|
Tradition Capital Management
Summit,
New Jersey
|
$312K
|
–
|
–
|
–
|
|
|
204
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$312K
|
–
|
–
|
–
|
|
|
205
|
Washington Trust Bank
Spokane,
Washington
|
$304K
|
–
|
–
|
–
|
|
|
206
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$301K
|
+$44K
|
+367
|
+16%
|
|
|
207
|
James Investment Research
Alpha,
Ohio
|
$300K
|
+$263K
|
+2,200
|
+550%
|
|
|
208
|
Paloma Partners
Greenwich,
Connecticut
|
$289K
|
-$13.2K
|
-110
|
-4%
|
|
|
209
|
Truepoint Inc
Cincinnati,
Ohio
|
$289K
|
+$264K
|
+2,201
|
+736%
|
|
|
210
|
Paracle Advisors
Mercer Island,
Washington
|
$285K
|
-$5.39K
|
-45
|
-2%
|
|
|
211
|
Summit Equities
Parsippany,
New Jersey
|
$277K
|
+$288K
|
+2,403
|
New
|
|
|
212
|
Evercore Wealth Management
New York
|
$271K
|
+$59.3K
|
+495
|
+27%
|
|
|
213
|
Lodestar Investment Counsel
Chicago,
Illinois
|
$265K
|
–
|
–
|
–
|
|
|
214
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$260K
|
-$5.99K
|
-50
|
-2%
|
|
|
215
|
WP Advisors
San Francisco,
California
|
$259K
|
+$1.8K
|
+15
|
+0.7%
|
|
|
216
|
Bank of Hawaii
Honolulu,
Hawaii
|
$256K
|
–
|
–
|
–
|
|
|
217
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$254K
|
-$74.3K
|
-620
|
-22%
|
|
|
218
|
USA Financial Formulas
Ada,
Michigan
|
$252K
|
-$4.31K
|
-36
|
-2%
|
|
|
219
|
M Holdings Securities
Portland,
Oregon
|
$249K
|
+$258K
|
+2,157
|
New
|
|
|
220
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$243K
|
–
|
–
|
–
|
|
|
221
|
Baker Avenue Asset Management
San Francisco,
California
|
$242K
|
–
|
–
|
–
|
|
|
222
|
RNC Capital Management
Los Angeles,
California
|
$234K
|
-$599
|
-5
|
-0.2%
|
|
|
223
|
Leavell Investment Management
Mobile,
Alabama
|
$232K
|
-$1.03M
|
-8,600
|
-81%
|
|
|
224
|
Estate Counselors
Thiensville,
Wisconsin
|
$231K
|
–
|
–
|
–
|
|
|
225
|
Aspiriant LLC
Los Angeles,
California
|
$231K
|
+$240K
|
+2,000
|
New
|
|
