|
1801
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$358K
|
-$279K
|
1
|
0.2%
|
Reduced
|
|
|
1802
|
|
$356K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1803
|
Destination Wealth Management
Walnut Creek,
California
|
$355K
|
-$45.3K
|
1
|
0.04%
|
Reduced
|
|
|
1804
|
Cerity Partners OCIO
New York
|
$352K
|
+$11.2K
|
1
|
0.06%
|
Increased
|
|
|
1805
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$350K
|
+$357K
|
2
|
0.04%
|
New
|
|
|
1806
|
Vision Capital Management
Portland,
Oregon
|
$350K
|
-$18.4M
|
1
|
0.04%
|
Reduced
|
|
|
1807
|
Acadia Trust
Portland,
Maine
|
$346K
|
+$11.4K
|
1
|
0.13%
|
Increased
|
|
|
1808
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$346K
|
+$335K
|
1
|
0.14%
|
Increased
|
|
|
1809
|
Excalibur Management
Waltham,
Massachusetts
|
$345K
|
$0
|
1
|
0.38%
|
Maintained
|
|
|
1810
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$343K
|
+$19.2K
|
1
|
0.1%
|
Increased
|
|
|
1811
|
Grandfield & Dodd
New York
|
$340K
|
-$16.6K
|
1
|
0.05%
|
Reduced
|
|
|
1812
|
SSI Investment Management
Los Angeles,
California
|
$334K
|
-$2.83M
|
1
|
0.03%
|
Reduced
|
|
|
1813
|
Alpha Windward
Westwood,
Massachusetts
|
$333K
|
-$524K
|
3
|
0.23%
|
Reduced
|
|
|
1814
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$331K
|
+$31.9K
|
1
|
0.15%
|
Increased
|
|
|
1815
|
Wealthfront
Palo Alto,
California
|
$329K
|
+$317K
|
4
|
0.04%
|
New
|
|
|
1816
|
Windsor Capital Management
Phoenix,
Arizona
|
$328K
|
+$203K
|
1
|
0.2%
|
Increased
|
|
|
1817
|
New York Life Investment Management
New York
|
$327K
|
+$203K
|
1
|
0.07%
|
Increased
|
|
|
1818
|
MacNealy Hoover Investment Management
Canton,
Ohio
|
$324K
|
-$35.4K
|
1
|
0.29%
|
Reduced
|
|
|
1819
|
Dillon & Associates
Jackson,
Michigan
|
$319K
|
+$12.2K
|
1
|
0.17%
|
Increased
|
|
|
1820
|
Beech Hill Advisors
New York
|
$317K
|
+$301K
|
1
|
0.15%
|
New
|
|
|
1821
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$317K
|
-$174K
|
4
|
0.04%
|
Reduced
|
|
|
1822
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$312K
|
-$6.73M
|
1
|
0.03%
|
Reduced
|
|
|
1823
|
|
$312K
|
+$6.98K
|
1
|
0.04%
|
Increased
|
|
|
1824
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$311K
|
+$14.6K
|
1
|
0.61%
|
Increased
|
|
|
1825
|
Gideon Capital Advisors
New York
|
$311K
|
+$308K
|
1
|
0.17%
|
New
|
|