|
1451
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$369K
|
-$1.75M
|
2
|
0.01%
|
Reduced
|
|
|
1452
|
Holderness Investments Company
Greensboro,
North Carolina
|
$367K
|
+$327K
|
1
|
0.06%
|
New
|
|
|
1453
|
Parsons Capital Management
Providence,
Rhode Island
|
$366K
|
+$386K
|
1
|
0.02%
|
New
|
|
|
1454
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$364K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1455
|
Oakworth Capital
Birmingham,
Alabama
|
$363K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1456
|
Massar Capital Management
Stamford,
Connecticut
|
$362K
|
-$3.05M
|
1
|
0.04%
|
Reduced
|
|
|
1457
|
Seven Mile Advisory
Ewing,
New Jersey
|
$361K
|
+$288K
|
1
|
0.24%
|
New
|
|
|
1458
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$361K
|
-$29.3K
|
1
|
0.08%
|
Reduced
|
|
|
1459
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$361K
|
-$125K
|
1
|
0.01%
|
Reduced
|
|
|
1460
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$361K
|
+$289K
|
1
|
0.05%
|
New
|
|
|
1461
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$360K
|
+$15.5K
|
1
|
0.03%
|
Increased
|
|
|
1462
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$355K
|
+$285K
|
1
|
0.03%
|
New
|
|
|
1463
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$355K
|
+$317K
|
1
|
0.02%
|
New
|
|
|
1464
|
Wedgewood Investors
Erie,
Pennsylvania
|
$354K
|
+$284K
|
1
|
0.36%
|
New
|
|
|
1465
|
Traub Capital Management
Needham,
Massachusetts
|
$354K
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
1466
|
Core Wealth Partners
Santa Rosa,
California
|
$353K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1467
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$351K
|
+$7.66K
|
1
|
0.2%
|
Increased
|
|
|
1468
|
Focused Wealth Management
Newburgh,
New York
|
$349K
|
-$176K
|
1
|
0.03%
|
Reduced
|
|
|
1469
|
Swiss Re
Zurich,
Switzerland
|
$348K
|
+$269K
|
2
|
0.03%
|
Increased
|
|
|
1470
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$346K
|
-$22.5K
|
1
|
0.05%
|
Reduced
|
|
|
1471
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$344K
|
+$42.2K
|
1
|
0.02%
|
Increased
|
|
|
1472
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$344K
|
-$1.6M
|
1
|
0.01%
|
Reduced
|
|
|
1473
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$343K
|
+$57.5K
|
4
|
0.02%
|
Increased
|
|
|
1474
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$342K
|
+$305K
|
1
|
0.03%
|
New
|
|
|
1475
|
Revisor Wealth Management
Akron,
Ohio
|
$341K
|
$0
|
1
|
0.08%
|
Maintained
|
|