|
801
|
Legacy Private Trust
Neenah,
Wisconsin
|
$400K
|
-$284K
|
1
|
0.05%
|
Reduced
|
|
|
802
|
Henshaw Capital
Woburn,
Massachusetts
|
$400K
|
+$116K
|
1
|
0.04%
|
Increased
|
|
|
803
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$398K
|
-$110K
|
1
|
0.07%
|
Reduced
|
|
|
804
|
Harbor Advisors
West Palm Beach,
Florida
|
$395K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
805
|
|
$394K
|
+$421K
|
1
|
0.57%
|
New
|
|
|
806
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$390K
|
+$22.8K
|
2
|
0.18%
|
Increased
|
|
|
807
|
Price Wealth
Austin,
Texas
|
$390K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
808
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$386K
|
+$479K
|
1
|
0.16%
|
New
|
|
|
809
|
Main Street Research
Lakeville,
Connecticut
|
$385K
|
-$80.8K
|
1
|
0.06%
|
Reduced
|
|
|
810
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$384K
|
+$476K
|
1
|
0.39%
|
New
|
|
|
811
|
Checchi Capital Advisers
Beverly Hills,
California
|
$382K
|
+$14.2K
|
1
|
0.05%
|
Increased
|
|
|
812
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$379K
|
-$26.4K
|
1
|
0.09%
|
Reduced
|
|
|
813
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$378K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
814
|
HCR Wealth Advisors
Los Angeles,
California
|
$376K
|
-$15.5K
|
1
|
0.13%
|
Reduced
|
|
|
815
|
Cerebellum
San Francisco,
California
|
$374K
|
+$96K
|
2
|
0.48%
|
Increased
|
|
|
816
|
Covington Capital Management
Los Angeles,
California
|
$374K
|
-$49.5K
|
1
|
0.02%
|
Reduced
|
|
|
817
|
Fort Point Capital Partners
San Francisco,
California
|
$370K
|
+$170K
|
1
|
0.14%
|
Increased
|
|
|
818
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$369K
|
+$182K
|
3
|
0.02%
|
Increased
|
|
|
819
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$365K
|
-$84.1K
|
1
|
0.05%
|
Reduced
|
|
|
820
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$365K
|
+$24.4K
|
1
|
0.01%
|
Increased
|
|
|
821
|
Willow Creek Wealth Management
Sebastopol,
California
|
$364K
|
+$451K
|
1
|
0.19%
|
New
|
|
|
822
|
WMS Partners
Towson,
Maryland
|
$364K
|
+$990
|
1
|
0.04%
|
Increased
|
|
|
823
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$361K
|
-$642K
|
1
|
0.01%
|
Reduced
|
|
|
824
|
MGO One Seven
Beachwood,
Ohio
|
$360K
|
+$157K
|
3
|
0.17%
|
Increased
|
|
|
825
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$356K
|
+$1.32K
|
1
|
0.13%
|
Increased
|
|