|
951
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$350K
|
–
|
–
|
–
|
|
|
952
|
Simmons Bank
Pine Bluff,
Arkansas
|
$350K
|
–
|
–
|
–
|
|
|
953
|
Grandfield & Dodd
New York
|
$349K
|
–
|
–
|
–
|
|
|
954
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$346K
|
-$6.58K
|
-34
|
-2%
|
|
|
955
|
|
$346K
|
-$537K
|
-2,774
|
-60%
|
|
|
956
|
International Assets Investment Management
Orlando,
Florida
|
$345K
|
+$60.2K
|
+311
|
+20%
|
|
|
957
|
Hall Capital Management
Barrington,
Rhode Island
|
$345K
|
–
|
–
|
–
|
|
|
958
|
WR Wealth Planners
Columbia,
Missouri
|
$344K
|
+$1.35K
|
+7
|
+0.4%
|
|
|
959
|
Bay Colony Advisors
Concord,
Massachusetts
|
$344K
|
-$54.2K
|
-280
|
-13%
|
|
|
960
|
Principle Wealth Partners
Madison,
Connecticut
|
$344K
|
–
|
–
|
–
|
|
|
961
|
Iowa State Bank
Urbandale,
Iowa
|
$343K
|
-$18.8K
|
-97
|
-5%
|
|
|
962
|
Silverlake Wealth Management
Williston,
Vermont
|
$342K
|
-$273K
|
-1,409
|
-43%
|
|
|
963
|
Front Row Advisors
Tiburon,
California
|
$340K
|
–
|
–
|
–
|
|
|
964
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$340K
|
–
|
–
|
–
|
|
|
965
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$340K
|
-$101K
|
-520
|
-22%
|
|
|
966
|
Arete Wealth Advisors
Chicago,
Illinois
|
$340K
|
+$359K
|
+1,853
|
New
|
|
|
967
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$339K
|
+$152K
|
+785
|
+74%
|
|
|
968
|
Mather Group
Chicago,
Illinois
|
$339K
|
+$151K
|
+779
|
+81%
|
|
|
969
|
Perigon Wealth Management
San Francisco,
California
|
$337K
|
+$26.5K
|
+137
|
+8%
|
|
|
970
|
Wintrust Investments
Chicago,
Illinois
|
$337K
|
+$11K
|
+57
|
+3%
|
|
|
971
|
Occidental Asset Management
Burlingame,
California
|
$337K
|
-$17.8K
|
-92
|
-5%
|
|
|
972
|
Joel Isaacson & Co
New York
|
$336K
|
+$19.7K
|
+102
|
+6%
|
|
|
973
|
Astoria Portfolio Advisors
New York
|
$335K
|
+$32.5K
|
+168
|
+10%
|
|
|
974
|
V-Square Quantitative Management
Chicago,
Illinois
|
$334K
|
+$161K
|
+832
|
+84%
|
|
|
975
|
Symmetry Partners
Glastonbury,
Connecticut
|
$332K
|
–
|
–
|
–
|
|
