|
1001
|
Independence Trust
Franklin,
Tennessee
|
$270K
|
-$108K
|
1
|
0.31%
|
Reduced
|
|
|
1002
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$266K
|
-$35.2K
|
3
|
0.01%
|
Reduced
|
|
|
1003
|
Norway Savings Bank
Portland,
Maine
|
$263K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
1004
|
Soros Fund Management
New York
|
$263K
|
+$240K
|
1
|
0.01%
|
New
|
|
|
1005
|
J.W. Burns & Co
Dewitt,
New York
|
$262K
|
-$20.2K
|
1
|
0.07%
|
Reduced
|
|
|
1006
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$262K
|
+$209K
|
3
|
0.1%
|
Increased
|
|
|
1007
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$262K
|
+$2.09K
|
2
|
0.13%
|
Increased
|
|
|
1008
|
TCI Wealth Advisors
Tucson,
Arizona
|
$260K
|
-$807
|
1
|
0.13%
|
Reduced
|
|
|
1009
|
Millie Capital Management
Walnut Creek,
California
|
$259K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1010
|
Westwood Holdings Group
Dallas,
Texas
|
$259K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1011
|
Denver Investment Advisors
Denver,
Colorado
|
$256K
|
-$332K
|
1
|
0.01%
|
Reduced
|
|
|
1012
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$256K
|
+$240K
|
1
|
0.1%
|
New
|
|
|
1013
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$256K
|
+$18.8K
|
2
|
0.03%
|
Increased
|
|
|
1014
|
Huntington Steele
Oaks,
Pennsylvania
|
$254K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1015
|
Hilltop Holdings
Dallas,
Texas
|
$251K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1016
|
Monroe Bank & Trust
Monroe,
Michigan
|
$250K
|
-$45.8K
|
1
|
0.08%
|
Reduced
|
|
|
1017
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$245K
|
+$229K
|
1
|
0.11%
|
New
|
|
|
1018
|
RNC Capital Management
Los Angeles,
California
|
$245K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1019
|
Central Bank & Trust
Lexington,
Kentucky
|
$243K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1020
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$242K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1021
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$241K
|
+$220K
|
1
|
0.05%
|
New
|
|
|
1022
|
Girard Securities
San Diego,
California
|
$241K
|
+$226K
|
1
|
0.21%
|
New
|
|
|
1023
|
IHT Wealth Management
Chicago,
Illinois
|
$241K
|
-$14K
|
2
|
0.1%
|
Reduced
|
|
|
1024
|
Quantum Capital Management (California)
San Francisco,
California
|
$240K
|
-$1.59K
|
1
|
0.06%
|
Reduced
|
|
|
1025
|
Parsons Capital Management
Providence,
Rhode Island
|
$239K
|
-$18K
|
1
|
0.03%
|
Reduced
|
|