|
1026
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$264K
|
+$10K
|
1
|
0.03%
|
Increased
|
|
|
1027
|
First Long Island Investors
Jericho,
New York
|
$264K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1028
|
Level Four Financial
Dallas,
Texas
|
$264K
|
+$266K
|
1
|
0.11%
|
New
|
|
|
1029
|
Montag & Associates
Atlanta,
Georgia
|
$264K
|
-$1.39M
|
3
|
0.02%
|
Reduced
|
|
|
1030
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$263K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1031
|
Retirement Capital Strategies
San Jose,
California
|
$262K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1032
|
Garner Asset Management Corp
Plano,
Texas
|
$260K
|
+$12.6K
|
1
|
0.14%
|
Increased
|
|
|
1033
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$257K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1034
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$256K
|
+$4.5K
|
1
|
0.16%
|
Increased
|
|
|
1035
|
TIAA FSB
Jacksonville,
Florida
|
$256K
|
-$90.7K
|
1
|
0%
|
Reduced
|
|
|
1036
|
WhitTier Trust Company
Reno,
Nevada
|
$256K
|
-$1.86K
|
2
|
0.01%
|
Reduced
|
|
|
1037
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$255K
|
+$45.9K
|
1
|
0.03%
|
Increased
|
|
|
1038
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$253K
|
+$255K
|
1
|
0.05%
|
New
|
|
|
1039
|
Hills Bank & Trust
North Liberty,
Iowa
|
$253K
|
-$1.05K
|
1
|
0.04%
|
Reduced
|
|
|
1040
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$251K
|
+$253K
|
1
|
0.24%
|
New
|
|
|
1041
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$248K
|
+$248K
|
1
|
0.08%
|
New
|
|
|
1042
|
9258 Wealth Management
Blue Ash,
Ohio
|
$247K
|
-$52.9K
|
1
|
0.08%
|
Reduced
|
|
|
1043
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$240K
|
+$213K
|
1
|
0.16%
|
New
|
|
|
1044
|
Teton Advisors
Rye,
New York
|
$239K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1045
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$238K
|
+$211K
|
1
|
0.02%
|
New
|
|
|
1046
|
Williams Jones Wealth Management
New York
|
$238K
|
-$144K
|
1
|
0%
|
Reduced
|
|
|
1047
|
Central Trust Company
Jefferson City,
Missouri
|
$237K
|
-$87.5K
|
2
|
0.01%
|
Reduced
|
|
|
1048
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$237K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1049
|
Coe Capital Management
Highland Park,
Illinois
|
$236K
|
+$628
|
1
|
0.26%
|
Increased
|
|
|
1050
|
Canandaigua National Corp
Canandaigua,
New York
|
$234K
|
-$8.58K
|
1
|
0.04%
|
Reduced
|
|