|
1401
|
Neville Rodie & Shaw
New York
|
$245K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1402
|
Ronald Blue & Co
Roswell,
Georgia
|
$245K
|
-$4.84K
|
1
|
0.01%
|
Reduced
|
|
|
1403
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$244K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1404
|
MV Capital Management
Bethesda,
Maryland
|
$244K
|
-$16.3K
|
1
|
0.09%
|
Reduced
|
|
|
1405
|
Financial Advisors Network
Tustin,
California
|
$243K
|
+$302K
|
1
|
0.21%
|
New
|
|
|
1406
|
Mirador Capital Partners
Pleasanton,
California
|
$243K
|
-$27.5K
|
1
|
0.19%
|
Reduced
|
|
|
1407
|
|
$242K
|
+$48K
|
1
|
0.03%
|
Increased
|
|
|
1408
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$240K
|
+$2.49K
|
1
|
0.05%
|
Increased
|
|
|
1409
|
First Personal Financial Services
Charlotte,
North Carolina
|
$239K
|
+$145K
|
1
|
0.06%
|
Increased
|
|
|
1410
|
Invictus RG
Hamilton,
Bermuda
|
$238K
|
+$14K
|
1
|
0.16%
|
Increased
|
|
|
1411
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$236K
|
+$47K
|
1
|
0.04%
|
Increased
|
|
|
1412
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$236K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1413
|
Intersect Capital
San Ramon,
California
|
$236K
|
+$16.9K
|
1
|
0.18%
|
Increased
|
|
|
1414
|
Nichols Asset Management
Sudbury,
Massachusetts
|
$235K
|
$0
|
1
|
0.46%
|
Maintained
|
|
|
1415
|
Yorktown Management & Research Company
Forest,
Virginia
|
$235K
|
+$242K
|
1
|
0.06%
|
New
|
|
|
1416
|
Regal Investment Advisors
Kentwood,
Michigan
|
$233K
|
-$106K
|
1
|
0.06%
|
Reduced
|
|
|
1417
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$232K
|
+$240K
|
1
|
0.07%
|
New
|
|
|
1418
|
WealthSource Partners
San Luis Obispo,
California
|
$232K
|
+$11.5K
|
1
|
0.1%
|
Increased
|
|
|
1419
|
GAMCO Investors
Greenwich,
Connecticut
|
$231K
|
+$238K
|
1
|
0%
|
New
|
|
|
1420
|
Mission Wealth Management
Santa Barbara,
California
|
$230K
|
+$33.4K
|
1
|
0.05%
|
Increased
|
|
|
1421
|
J.W. Burns & Co
Dewitt,
New York
|
$228K
|
+$13.5K
|
1
|
0.07%
|
Increased
|
|
|
1422
|
Washington Trust
Westerly,
Rhode Island
|
$227K
|
-$72.2K
|
1
|
0.01%
|
Reduced
|
|
|
1423
|
Capital Guardian Trust
Los Angeles,
California
|
$224K
|
+$52.2K
|
1
|
0%
|
Increased
|
|
|
1424
|
FCG Advisors
Chatham,
New Jersey
|
$224K
|
+$2.22K
|
1
|
0.1%
|
Increased
|
|
|
1425
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$224K
|
+$231K
|
1
|
0.03%
|
New
|
|