|
1826
|
Van Strum & Towne
San Francisco,
California
|
$333K
|
-$108K
|
1
|
0.22%
|
Reduced
|
|
|
1827
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$327K
|
+$287K
|
2
|
0.05%
|
Increased
|
|
|
1828
|
JMG Financial Group
Downers Grove,
Illinois
|
$326K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1829
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$323K
|
+$69.5K
|
3
|
0.08%
|
Increased
|
|
|
1830
|
Windward Capital Management
Los Angeles,
California
|
$320K
|
-$247K
|
1
|
0.11%
|
Reduced
|
|
|
1831
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$315K
|
$0
|
1
|
0.34%
|
Maintained
|
|
|
1832
|
Oakworth Capital
Birmingham,
Alabama
|
$315K
|
$0
|
6
|
0.19%
|
Maintained
|
|
|
1833
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$313K
|
-$12.4K
|
1
|
0.19%
|
Reduced
|
|
|
1834
|
Portland Global Advisors
Portland,
Maine
|
$312K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1835
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$308K
|
-$39.4K
|
6
|
0.26%
|
Reduced
|
|
|
1836
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$308K
|
+$10.1K
|
1
|
0.09%
|
Increased
|
|
|
1837
|
BSW Wealth Partners
Boulder,
Colorado
|
$306K
|
+$2.64K
|
2
|
0.24%
|
Increased
|
|
|
1838
|
New England Research & Management
Chicago,
Illinois
|
$306K
|
-$5.03K
|
1
|
0.27%
|
Reduced
|
|
|
1839
|
R.M. Sincerbeaux Capital Management
New York
|
$306K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
1840
|
Bonness Enterprises
Washington,
District of Columbia
|
$303K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
1841
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$302K
|
$0
|
1
|
0.44%
|
Maintained
|
|
|
1842
|
ADAR Investment Management
Englewood,
New Jersey
|
$301K
|
+$331K
|
1
|
9.58%
|
New
|
|
|
1843
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$300K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1844
|
First Interstate Bank
Billings,
Montana
|
$298K
|
+$37.5K
|
1
|
0.06%
|
Increased
|
|
|
1845
|
Colony Group
Boston,
Massachusetts
|
$296K
|
+$111K
|
4
|
0.04%
|
Increased
|
|
|
1846
|
Saba Capital Management
New York
|
$296K
|
-$853K
|
1
|
0.02%
|
Reduced
|
|
|
1847
|
Vicus Capital
State College,
Pennsylvania
|
$296K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1848
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$294K
|
-$275K
|
1
|
0.21%
|
Reduced
|
|
|
1849
|
Chelsea Counsel Company
Los Angeles,
California
|
$293K
|
-$279K
|
1
|
0.06%
|
Reduced
|
|
|
1850
|
New York Life Trust
New York
|
$290K
|
-$130K
|
2
|
1.22%
|
Reduced
|
|