|
1201
|
Berkeley Capital Partners
Milton,
Georgia
|
$250K
|
+$229K
|
+3,989
|
New
|
|
|
1202
|
Wimmer Associates 1
Pasadena,
California
|
$249K
|
–
|
–
|
–
|
|
|
1203
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$249K
|
+$229K
|
+3,986
|
New
|
|
|
1204
|
Norway Savings Bank
Portland,
Maine
|
$247K
|
+$5.75K
|
+100
|
+3%
|
|
|
1205
|
Taikang Asset Management (HK)
Hong Kong
|
$245K
|
+$226K
|
+3,923
|
New
|
|
|
1206
|
L.J. Altfest & Co
New York
|
$244K
|
–
|
–
|
–
|
|
|
1207
|
|
$243K
|
+$180K
|
+3,125
|
+417%
|
|
|
1208
|
SSI Investment Management
Los Angeles,
California
|
$242K
|
-$287
|
-5
|
-0.1%
|
|
|
1209
|
Credit Agricole
Montrouge Cedex,
France
|
$238K
|
-$70.9M
|
-1,232,426
|
-100%
|
|
|
1210
|
Baystate Wealth Management
Boston,
Massachusetts
|
$238K
|
-$81.6K
|
-1,420
|
-35%
|
|
|
1211
|
One Capital Management
Westlake Village,
California
|
$238K
|
+$219K
|
+3,809
|
New
|
|
|
1212
|
Arden Trust
Wilmington,
Delaware
|
$236K
|
-$32.9K
|
-572
|
-13%
|
|
|
1213
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$236K
|
-$11K
|
-192
|
-5%
|
|
|
1214
|
Hartline Investment Corp
Winnetka,
Illinois
|
$235K
|
+$216K
|
+3,760
|
New
|
|
|
1215
|
VNBTrust National Association
Charlottesville,
Virginia
|
$232K
|
+$213K
|
+3,708
|
New
|
|
|
1216
|
Treasurer of the State of North Carolina
Raleigh,
North Carolina
|
$232K
|
+$214K
|
+3,717
|
New
|
|
|
1217
|
Aurora Financial Advisors
Wellesley,
Massachusetts
|
$231K
|
+$213K
|
+3,702
|
New
|
|
|
1218
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$230K
|
+$211K
|
+3,675
|
New
|
|
|
1219
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$230K
|
+$212K
|
+3,682
|
New
|
|
|
1220
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$228K
|
+$210K
|
+3,650
|
New
|
|
|
1221
|
Personal Capital Advisors
Redwood City,
California
|
$227K
|
-$140K
|
-2,438
|
-40%
|
|
|
1222
|
Bach Option
Wanchai,
Hong Kong
|
$227K
|
+$208K
|
+3,625
|
New
|
|
|
1223
|
Madison Investment Holdings
Madison,
Wisconsin
|
$226K
|
+$208K
|
+3,618
|
New
|
|
|
1224
|
SteelBridge Private Wealth Advisors
Naples,
Florida
|
$225K
|
-$21.6K
|
-375
|
-9%
|
|
|
1225
|
Alpha Windward
Westwood,
Massachusetts
|
$225K
|
+$230
|
+4
|
+0.1%
|
|
