|
2101
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$223K
|
+$223K
|
1
|
0.14%
|
New
|
|
|
2102
|
BOK Financial Private Wealth
Denver,
Colorado
|
$222K
|
+$214K
|
1
|
0.03%
|
New
|
|
|
2103
|
Cable Hill Partners
Portland,
Oregon
|
$221K
|
-$21.5K
|
7
|
0.1%
|
Reduced
|
|
|
2104
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$218K
|
+$201K
|
1
|
0.07%
|
New
|
|
|
2105
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$218K
|
+$201K
|
1
|
0.13%
|
New
|
|
|
2106
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$216K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2107
|
Pacific Global Investment Management
Glendale,
California
|
$215K
|
-$5.91K
|
1
|
0.04%
|
Reduced
|
|
|
2108
|
Rainier Group Investment Advisory
Bellevue,
Washington
|
$214K
|
+$201K
|
1
|
0.1%
|
New
|
|
|
2109
|
Barrett Asset Management
New York
|
$213K
|
+$6.48K
|
2
|
0.02%
|
Increased
|
|
|
2110
|
Covenant Asset Management
Chester,
New Jersey
|
$213K
|
+$216K
|
1
|
0.14%
|
New
|
|
|
2111
|
Birchview Capital
Burlington,
Vermont
|
$212K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2112
|
Gyroscope Capital Management Group
Naples,
Florida
|
$212K
|
+$211K
|
1
|
0.14%
|
New
|
|
|
2113
|
Kays Financial Advisory
Atlanta,
Georgia
|
$212K
|
+$215K
|
1
|
0.08%
|
New
|
|
|
2114
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$212K
|
+$199K
|
1
|
0.07%
|
New
|
|
|
2115
|
Everett Harris & Co
Los Angeles,
California
|
$211K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2116
|
Terra Nova Asset Management
New York
|
$211K
|
-$75.3K
|
1
|
0.42%
|
Reduced
|
|
|
2117
|
Waverly Advisors
Birmingham,
Alabama
|
$211K
|
-$7.1K
|
1
|
0.08%
|
Reduced
|
|
|
2118
|
Weatherstone Capital Management
Denver,
Colorado
|
$211K
|
+$204K
|
1
|
0.14%
|
New
|
|
|
2119
|
Windsor Financial Group
Minneapolis,
Minnesota
|
$211K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2120
|
Arete Wealth Advisors
Chicago,
Illinois
|
$209K
|
+$2K
|
1
|
0.1%
|
Increased
|
|
|
2121
|
Bank of Stockton
Stockton,
California
|
$209K
|
+$196K
|
1
|
0.1%
|
New
|
|
|
2122
|
Homrich & Berg
Atlanta,
Georgia
|
$209K
|
-$295K
|
1
|
0.02%
|
Reduced
|
|
|
2123
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$209K
|
-$73.5K
|
4
|
0.03%
|
Reduced
|
|
|
2124
|
|
$209K
|
-$64.5K
|
1
|
0.02%
|
Reduced
|
|
|
2125
|
DF Dent & Co
Baltimore,
Maryland
|
$208K
|
-$3.55K
|
1
|
0.01%
|
Reduced
|
|