|
1101
|
Affiance Financial
St. Louis Park,
Minnesota
|
$208K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1102
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$208K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1103
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$204K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1104
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$204K
|
+$219K
|
1
|
0.07%
|
New
|
|
|
1105
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$204K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1106
|
Tarbox Family Office
Newport Beach,
California
|
$204K
|
-$58.2K
|
2
|
0.08%
|
Reduced
|
|
|
1107
|
KCM Investment Advisors
Greenbrae,
California
|
$202K
|
-$4.96K
|
1
|
0.01%
|
Reduced
|
|
|
1108
|
First Personal Financial Services
Charlotte,
North Carolina
|
$201K
|
-$427K
|
3
|
0.07%
|
Reduced
|
|
|
1109
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$201K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1110
|
RBC Europe
London,
United Kingdom
|
$200K
|
+$34.5K
|
2
|
0.02%
|
Increased
|
|
|
1111
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$200K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1112
|
Boothbay Fund Management
New York
|
$200K
|
+$198K
|
1
|
0.02%
|
New
|
|
|
1113
|
Csenge Advisory Group
Clearwater,
Florida
|
$200K
|
-$117K
|
1
|
0.07%
|
Reduced
|
|
|
1114
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$200K
|
-$28.1K
|
2
|
0%
|
Reduced
|
|
|
1115
|
Community Bank
Dewitt,
New York
|
$198K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
1116
|
Monroe Bank & Trust
Monroe,
Michigan
|
$197K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1117
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$196K
|
+$187K
|
1
|
0.15%
|
New
|
|
|
1118
|
Guardian Life Insurance
New York
|
$195K
|
+$34.7K
|
2
|
0.03%
|
Increased
|
|
|
1119
|
Omnia Family Wealth
Aventura,
Florida
|
$192K
|
$0
|
3
|
0.09%
|
Maintained
|
|
|
1120
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$192K
|
+$101K
|
2
|
0.03%
|
Increased
|
|
|
1121
|
Private Capital Group
West Hartford,
Connecticut
|
$185K
|
+$7.71K
|
3
|
0.04%
|
Increased
|
|
|
1122
|
Cerebellum
San Francisco,
California
|
$182K
|
+$131K
|
2
|
0.31%
|
Increased
|
|
|
1123
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$179K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1124
|
Kaizen Advisory
Wheaton,
Illinois
|
$178K
|
+$117K
|
2
|
0.09%
|
Increased
|
|
|
1125
|
Global Retirement Partners
San Rafael,
California
|
$172K
|
-$10.9K
|
1
|
0.04%
|
Reduced
|
|