|
1851
|
Alexandria Capital
Arlington,
Virginia
|
$628K
|
-$705
|
6
|
0.16%
|
Reduced
|
|
|
1852
|
Cobiz Wealth
Denver,
Colorado
|
$627K
|
-$4.53M
|
2
|
0.14%
|
Reduced
|
|
|
1853
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$627K
|
-$378K
|
1
|
0.03%
|
Reduced
|
|
|
1854
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$624K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1855
|
American Research & Management Company
Marion,
Massachusetts
|
$623K
|
+$1.44K
|
6
|
0.2%
|
Increased
|
|
|
1856
|
Cohen Klingenstein
New York
|
$623K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1857
|
Karpas Strategies
Litchfield,
Connecticut
|
$622K
|
-$10.5K
|
1
|
0.28%
|
Reduced
|
|
|
1858
|
Axiom Investors
Greenwich,
Connecticut
|
$621K
|
+$657K
|
1
|
0.01%
|
New
|
|
|
1859
|
Farmers National Bank
Danville,
Kentucky
|
$613K
|
-$102K
|
1
|
0.36%
|
Reduced
|
|
|
1860
|
Check Capital Management
Costa Mesa,
California
|
$612K
|
-$6.26K
|
1
|
0.04%
|
Reduced
|
|
|
1861
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$610K
|
-$619K
|
1
|
0.42%
|
Reduced
|
|
|
1862
|
Brown Brothers Harriman & Co
New York
|
$606K
|
-$497K
|
5
|
0%
|
Reduced
|
|
|
1863
|
Intersect Capital
San Ramon,
California
|
$606K
|
+$605K
|
1
|
0.36%
|
New
|
|
|
1864
|
Lido Advisors
Los Angeles,
California
|
$604K
|
+$220K
|
2
|
0.13%
|
Increased
|
|
|
1865
|
Main Street Research
Lakeville,
Connecticut
|
$602K
|
+$550K
|
1
|
0.1%
|
New
|
|
|
1866
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$597K
|
-$34.8K
|
5
|
0.16%
|
Reduced
|
|
|
1867
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$590K
|
+$590K
|
1
|
0.5%
|
New
|
|
|
1868
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$590K
|
+$12K
|
9
|
0.25%
|
Increased
|
|
|
1869
|
Jacobs & Co
San Francisco,
California
|
$589K
|
-$232K
|
1
|
0.12%
|
Reduced
|
|
|
1870
|
Bienville Capital Management
New York
|
$588K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1871
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$588K
|
+$239K
|
2
|
0.06%
|
Increased
|
|
|
1872
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$586K
|
-$27.7K
|
5
|
0.61%
|
Reduced
|
|
|
1873
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$584K
|
+$131K
|
4
|
0.08%
|
Increased
|
|
|
1874
|
Gemmer Asset Management
Walnut Creek,
California
|
$579K
|
+$19.9K
|
8
|
0.24%
|
Increased
|
|
|
1875
|
Schnieders Capital Management
Pasadena,
California
|
$579K
|
+$29.7K
|
2
|
0.27%
|
Increased
|
|