|
1851
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$402K
|
-$503K
|
1
|
0.33%
|
Reduced
|
|
|
1852
|
Cohen Capital Management
Corte Madera,
California
|
$401K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1853
|
Duncker Streett & Co
St. Louis,
Missouri
|
$401K
|
-$22.5K
|
3
|
0.15%
|
Reduced
|
|
|
1854
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$400K
|
-$61.4K
|
5
|
0.22%
|
Reduced
|
|
|
1855
|
Zevin Asset Management
Boston,
Massachusetts
|
$398K
|
+$371K
|
1
|
0.11%
|
New
|
|
|
1856
|
Invictus RG
Hamilton,
Bermuda
|
$395K
|
+$106K
|
4
|
0.48%
|
Increased
|
|
|
1857
|
Domini Impact Investments
New York
|
$394K
|
+$338K
|
1
|
9.78%
|
New
|
|
|
1858
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$391K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1859
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$391K
|
+$13.7K
|
1
|
0.23%
|
Increased
|
|
|
1860
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$390K
|
$0
|
3
|
0.21%
|
Maintained
|
|
|
1861
|
|
$384K
|
+$343K
|
1
|
0.53%
|
New
|
|
|
1862
|
Covey Capital Advisors
Atlanta,
Georgia
|
$383K
|
+$85.2K
|
1
|
0.2%
|
Increased
|
|
|
1863
|
Excalibur Management
Waltham,
Massachusetts
|
$381K
|
+$160K
|
1
|
0.34%
|
Increased
|
|
|
1864
|
Vaughan David Investments
Peoria,
Illinois
|
$381K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1865
|
Hudock Inc
Williamsport,
Pennsylvania
|
$380K
|
+$48.5K
|
8
|
0.21%
|
Increased
|
|
|
1866
|
Blue Fin Capital
Warren,
Rhode Island
|
$379K
|
+$61.7K
|
2
|
0.32%
|
Increased
|
|
|
1867
|
Northeast Financial Consultants
Westport,
Connecticut
|
$379K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1868
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$376K
|
+$343K
|
1
|
0.33%
|
New
|
|
|
1869
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$372K
|
+$328K
|
1
|
0.22%
|
New
|
|
|
1870
|
Silver Capital Management
New York
|
$370K
|
-$449K
|
1
|
1.99%
|
Reduced
|
|
|
1871
|
Stanford Investment Group
Mountain View,
California
|
$368K
|
-$20.2K
|
5
|
0.21%
|
Reduced
|
|
|
1872
|
High Point Bank & Trust
High Point,
North Carolina
|
$363K
|
-$20.5K
|
4
|
0.09%
|
Reduced
|
|
|
1873
|
First Personal Financial Services
Charlotte,
North Carolina
|
$362K
|
-$24.5K
|
2
|
0.18%
|
Reduced
|
|
|
1874
|
Callan Capital
La Jolla,
California
|
$358K
|
+$41.4K
|
1
|
0.15%
|
Increased
|
|
|
1875
|
Diligent Investors
Redlands,
California
|
$358K
|
+$171K
|
1
|
0.39%
|
Increased
|
|