|
2076
|
NorthRock Partners
Minneapolis,
Minnesota
|
$228K
|
+$202K
|
1
|
0.11%
|
New
|
|
|
2077
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$225K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2078
|
Lourd Capital
Beverly Hills,
California
|
$225K
|
+$199K
|
1
|
0.02%
|
New
|
|
|
2079
|
Nadler Financial Group
Deerfield,
Illinois
|
$225K
|
-$31.7K
|
1
|
0.11%
|
Reduced
|
|
|
2080
|
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
|
$224K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
2081
|
Keel Point
Huntsville,
Alabama
|
$223K
|
+$12.7K
|
1
|
0.11%
|
Increased
|
|
|
2082
|
Montecito Bank & Trust
Santa Barbara,
California
|
$223K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2083
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$222K
|
+$1.86K
|
1
|
0.06%
|
Increased
|
|
|
2084
|
Focused Wealth Management
Newburgh,
New York
|
$220K
|
-$80.9K
|
9
|
0.14%
|
Reduced
|
|
|
2085
|
|
$218K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2086
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$217K
|
+$225K
|
1
|
0.04%
|
New
|
|
|
2087
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$216K
|
-$3.15K
|
1
|
0.02%
|
Reduced
|
|
|
2088
|
Saturna Capital
Bellingham,
Washington
|
$216K
|
-$546K
|
3
|
0.01%
|
Reduced
|
|
|
2089
|
Cobblestone Capital Advisors
Rochester,
New York
|
$215K
|
-$15.9K
|
1
|
0.03%
|
Reduced
|
|
|
2090
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$212K
|
-$43.1K
|
1
|
0.09%
|
Reduced
|
|
|
2091
|
Overbrook Management Corp
New York
|
$211K
|
-$3.12K
|
1
|
0.03%
|
Reduced
|
|
|
2092
|
10-15 Associates
Goshen,
New York
|
$209K
|
+$822
|
1
|
0.06%
|
Increased
|
|
|
2093
|
Mission Wealth Management
Santa Barbara,
California
|
$209K
|
+$222K
|
1
|
0.07%
|
New
|
|
|
2094
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$209K
|
-$3.05K
|
1
|
0.02%
|
Reduced
|
|
|
2095
|
Oak Ridge Investments
Chicago,
Illinois
|
$209K
|
+$678
|
1
|
0%
|
Increased
|
|
|
2096
|
Salem Capital Management
Woburn,
Massachusetts
|
$208K
|
-$52.1K
|
1
|
0.11%
|
Reduced
|
|
|
2097
|
D. Scott Neal
Lexington,
Kentucky
|
$207K
|
+$183K
|
1
|
0.14%
|
New
|
|
|
2098
|
Ballentine Partners
Waltham,
Massachusetts
|
$204K
|
+$59.8K
|
1
|
0.02%
|
Increased
|
|
|
2099
|
Mraz Amerine & Associates
Modesto,
California
|
$204K
|
-$2.98K
|
1
|
0.08%
|
Reduced
|
|
|
2100
|
Pettee Investors
Rowayton,
Connecticut
|
$203K
|
$0
|
1
|
0.2%
|
Maintained
|
|