|
1401
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$333K
|
+$7.75K
|
1
|
0.11%
|
Increased
|
|
|
1402
|
Perigon Wealth Management
San Francisco,
California
|
$333K
|
+$44K
|
1
|
0.09%
|
Increased
|
|
|
1403
|
Montag & Associates
Atlanta,
Georgia
|
$329K
|
-$620K
|
1
|
0.05%
|
Reduced
|
|
|
1404
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$327K
|
-$499K
|
1
|
0.28%
|
Reduced
|
|
|
1405
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$326K
|
+$332K
|
1
|
0.01%
|
New
|
|
|
1406
|
Glassman Wealth Services
Vienna,
Virginia
|
$321K
|
-$24.9K
|
1
|
0.26%
|
Reduced
|
|
|
1407
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$320K
|
+$3.66K
|
1
|
0.14%
|
Increased
|
|
|
1408
|
SII Investments
Appleton,
Wisconsin
|
$318K
|
-$355K
|
1
|
0.04%
|
Reduced
|
|
|
1409
|
BKS Advisors
Southfield,
Michigan
|
$317K
|
+$322K
|
1
|
0.15%
|
New
|
|
|
1410
|
Menta Capital
San Francisco,
California
|
$316K
|
-$1.75K
|
1
|
0.04%
|
Reduced
|
|
|
1411
|
Train Babcock Advisors
New York
|
$315K
|
-$9.5M
|
1
|
0.1%
|
Reduced
|
|
|
1412
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$314K
|
-$560K
|
1
|
0.13%
|
Reduced
|
|
|
1413
|
Rex Capital Advisors
Providence,
Rhode Island
|
$314K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
1414
|
Benin Management Corp
Wilton,
Connecticut
|
$312K
|
+$15.9K
|
1
|
0.17%
|
Increased
|
|
|
1415
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$308K
|
-$119K
|
1
|
0.04%
|
Reduced
|
|
|
1416
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$307K
|
+$15.2K
|
1
|
0.02%
|
Increased
|
|
|
1417
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$306K
|
+$70.5K
|
1
|
0.08%
|
Increased
|
|
|
1418
|
Jasper Ridge Partners
Menlo Park,
California
|
$305K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1419
|
|
$304K
|
-$3.1M
|
1
|
0.08%
|
Reduced
|
|
|
1420
|
Capital Advantage
Walnut Creek,
California
|
$299K
|
+$36.5K
|
1
|
0.12%
|
Increased
|
|
|
1421
|
Redmond Asset Management
Henrico,
Virginia
|
$298K
|
+$303K
|
1
|
0.15%
|
New
|
|
|
1422
|
Thomaspartners
Boston,
Massachusetts
|
$297K
|
-$3.73K
|
1
|
0%
|
Reduced
|
|
|
1423
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$296K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
1424
|
High Pointe Capital Management
Chicago,
Illinois
|
$293K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1425
|
Cadence Bank NA
Houston,
Texas
|
$291K
|
-$142K
|
1
|
0.16%
|
Reduced
|
|