|
1201
|
CPWM LLC
Seattle,
Washington
|
$547K
|
+$522K
|
1
|
0.08%
|
New
|
|
|
1202
|
|
$547K
|
-$59.4K
|
1
|
0.06%
|
Reduced
|
|
|
1203
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$545K
|
$0
|
1
|
0.38%
|
Maintained
|
|
|
1204
|
Altium Wealth Management
Purchase,
New York
|
$542K
|
+$517K
|
1
|
0.14%
|
New
|
|
|
1205
|
American Assets Investment Management
San Diego,
California
|
$540K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1206
|
Chesapeake Asset Management
New York
|
$534K
|
-$8.29K
|
1
|
0.62%
|
Reduced
|
|
|
1207
|
Sciencast Management
Princeton,
New Jersey
|
$528K
|
-$843K
|
1
|
0.49%
|
Reduced
|
|
|
1208
|
Winfield Associates
Cleveland,
Ohio
|
$526K
|
+$27.6K
|
1
|
0.28%
|
Increased
|
|
|
1209
|
Good Life Advisors
Reading,
Pennsylvania
|
$525K
|
+$226K
|
2
|
0.17%
|
Increased
|
|
|
1210
|
Fondren Management
Houston,
Texas
|
$524K
|
+$584K
|
1
|
0.4%
|
New
|
|
|
1211
|
Petrus Trust Company
Dallas,
Texas
|
$523K
|
+$329K
|
1
|
0.11%
|
Increased
|
|
|
1212
|
Summit Securities Group
New York
|
$519K
|
+$495K
|
1
|
0.07%
|
New
|
|
|
1213
|
Institute for Wealth Management
Denver,
Colorado
|
$518K
|
+$30.9K
|
1
|
0.17%
|
Increased
|
|
|
1214
|
Arrow Financial
Glens Falls,
New York
|
$517K
|
+$1.92K
|
4
|
0.12%
|
Increased
|
|
|
1215
|
CCM Investment Advisers
Columbia,
South Carolina
|
$514K
|
-$4.63M
|
1
|
0.1%
|
Reduced
|
|
|
1216
|
North Star Asset Management
Neenah,
Wisconsin
|
$512K
|
-$9.23K
|
1
|
0.04%
|
Reduced
|
|
|
1217
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$511K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1218
|
Cobblestone Capital Advisors
Rochester,
New York
|
$510K
|
+$9.72K
|
2
|
0.05%
|
Increased
|
|
|
1219
|
Zevin Asset Management
Boston,
Massachusetts
|
$509K
|
-$190K
|
1
|
0.15%
|
Reduced
|
|
|
1220
|
Moody National Bank Trust Division
Galveston,
Texas
|
$507K
|
+$204K
|
2
|
0.02%
|
Increased
|
|
|
1221
|
Focused Wealth Management
Newburgh,
New York
|
$506K
|
$0
|
2
|
0.18%
|
Maintained
|
|
|
1222
|
Valeo Financial Advisors
Carmel,
Indiana
|
$506K
|
+$188K
|
4
|
0.07%
|
Increased
|
|
|
1223
|
First Horizon Advisors
Memphis,
Tennessee
|
$504K
|
+$7.95K
|
5
|
0.04%
|
Increased
|
|
|
1224
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$504K
|
-$39.9K
|
2
|
0.36%
|
Reduced
|
|
|
1225
|
Caprock Group
Boise,
Idaho
|
$503K
|
+$219K
|
1
|
0.11%
|
Increased
|
|