|
1301
|
Montecito Bank & Trust
Santa Barbara,
California
|
$204K
|
+$8.1K
|
1
|
0.11%
|
Increased
|
|
|
1302
|
Penobscot Investment Management
Boston,
Massachusetts
|
$203K
|
+$215K
|
1
|
0.07%
|
New
|
|
|
1303
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$202K
|
-$8.14K
|
3
|
0.09%
|
Reduced
|
|
|
1304
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$202K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1305
|
Cognios Capital
Leawood,
Kansas
|
$201K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1306
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$201K
|
+$60.9K
|
3
|
0.06%
|
Increased
|
|
|
1307
|
Legacy Private Trust
Neenah,
Wisconsin
|
$200K
|
-$228K
|
1
|
0.03%
|
Reduced
|
|
|
1308
|
Bangor Savings Bank
Bangor,
Maine
|
$199K
|
-$1.3M
|
1
|
0.05%
|
Reduced
|
|
|
1309
|
Klingman & Associates
New York
|
$198K
|
+$210K
|
1
|
0.08%
|
New
|
|
|
1310
|
Hutchinson Capital Management
San Rafael,
California
|
$195K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1311
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$194K
|
+$1.46K
|
1
|
0.1%
|
Increased
|
|
|
1312
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$193K
|
-$18.4K
|
4
|
0.13%
|
Reduced
|
|
|
1313
|
Stonebridge Capital Management
Los Angeles,
California
|
$192K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1314
|
AQR Arbitrage
Greenwich,
Connecticut
|
$185K
|
+$204K
|
1
|
0%
|
New
|
|
|
1315
|
M Holdings Securities
Portland,
Oregon
|
$183K
|
+$10.8K
|
1
|
0.13%
|
Increased
|
|
|
1316
|
IndexIQ Advisors
New York
|
$181K
|
-$132K
|
1
|
0.01%
|
Reduced
|
|
|
1317
|
SOL Capital Management
Rockville,
Maryland
|
$181K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1318
|
Wedgewood Investors
Erie,
Pennsylvania
|
$181K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1319
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$178K
|
-$146K
|
1
|
0%
|
Reduced
|
|
|
1320
|
BKS Advisors
Southfield,
Michigan
|
$177K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1321
|
Point View Wealth Management
Summit,
New Jersey
|
$176K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1322
|
SII Investments
Appleton,
Wisconsin
|
$176K
|
-$229K
|
1
|
0.02%
|
Reduced
|
|
|
1323
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$175K
|
+$558
|
1
|
0.06%
|
Increased
|
|
|
1324
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$175K
|
-$165K
|
1
|
0.03%
|
Reduced
|
|
|
1325
|
GSA Capital Partners
London,
United Kingdom
|
$173K
|
-$5.77M
|
1
|
0.01%
|
Reduced
|
|