|
1401
|
Essex Savings Bank
Essex,
Connecticut
|
$395K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1402
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$395K
|
-$40.1K
|
1
|
0.02%
|
Reduced
|
|
|
1403
|
Beech Hill Advisors
New York
|
$394K
|
+$55.4K
|
1
|
0.19%
|
Increased
|
|
|
1404
|
Keebeck Wealth Management
Chicago,
Illinois
|
$390K
|
-$36K
|
1
|
0.08%
|
Reduced
|
|
|
1405
|
YorkBridge Wealth Partners
New York
|
$390K
|
+$6.74K
|
2
|
0.16%
|
Increased
|
|
|
1406
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$386K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1407
|
USA Financial Formulas
Ada,
Michigan
|
$386K
|
+$345K
|
1
|
0.29%
|
New
|
|
|
1408
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$386K
|
-$10.5K
|
1
|
0.04%
|
Reduced
|
|
|
1409
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$383K
|
+$369K
|
3
|
0.35%
|
New
|
|
|
1410
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$383K
|
+$364K
|
1
|
0.01%
|
New
|
|
|
1411
|
Axiom Investment Management
New York
|
$382K
|
+$1K
|
1
|
0.43%
|
Increased
|
|
|
1412
|
TDAM USA
Toronto,
Ontario, Canada
|
$382K
|
-$133K
|
1
|
0.03%
|
Reduced
|
|
|
1413
|
Beacon Pointe Advisors
Newport Beach,
California
|
$381K
|
-$179K
|
1
|
0.04%
|
Reduced
|
|
|
1414
|
Hourglass Capital
Houston,
Texas
|
$381K
|
-$39.9K
|
1
|
0.13%
|
Reduced
|
|
|
1415
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$381K
|
+$33.8K
|
2
|
0.11%
|
Increased
|
|
|
1416
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$380K
|
-$8.45K
|
1
|
0.14%
|
Reduced
|
|
|
1417
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$379K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
1418
|
Community Capital Management
Plantation,
Florida
|
$379K
|
+$365K
|
1
|
0.5%
|
New
|
|
|
1419
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$379K
|
+$72
|
2
|
0.06%
|
Increased
|
|
|
1420
|
Laidlaw Wealth Management
New York City,
New York
|
$377K
|
-$2.37K
|
1
|
0.17%
|
Reduced
|
|
|
1421
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$375K
|
+$152K
|
3
|
0.04%
|
Increased
|
|
|
1422
|
Krane Funds Advisors
New York
|
$373K
|
-$50.7K
|
1
|
0.02%
|
Reduced
|
|
|
1423
|
|
$373K
|
+$168K
|
1
|
0.11%
|
Increased
|
|
|
1424
|
Dimension Capital Management
Coral Gables,
Florida
|
$372K
|
$0
|
2
|
0.12%
|
Maintained
|
|
|
1425
|
NorthRock Partners
Minneapolis,
Minnesota
|
$371K
|
+$126K
|
1
|
0.04%
|
Increased
|
|