|
1301
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$451K
|
-$91.2K
|
1
|
0.39%
|
Reduced
|
|
|
1302
|
West Oak Capital
Westlake Village,
California
|
$448K
|
+$16.6K
|
3
|
0.35%
|
Increased
|
|
|
1303
|
|
$448K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
1304
|
Aviance Capital Partners
Naples,
Florida
|
$441K
|
+$146K
|
2
|
0.21%
|
Increased
|
|
|
1305
|
Bangor Savings Bank
Bangor,
Maine
|
$440K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1306
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$439K
|
+$64.3K
|
4
|
0.27%
|
Increased
|
|
|
1307
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$437K
|
-$354K
|
1
|
0.3%
|
Reduced
|
|
|
1308
|
Bollard Group
Boston,
Massachusetts
|
$436K
|
+$190K
|
2
|
0.05%
|
Increased
|
|
|
1309
|
Orinda Asset Management
Lafayette,
California
|
$433K
|
$0
|
1
|
1.36%
|
Maintained
|
|
|
1310
|
Cambridge Trust
Cambridge,
Massachusetts
|
$425K
|
-$56K
|
2
|
0.04%
|
Reduced
|
|
|
1311
|
Sterling Capital Management
Charlotte,
North Carolina
|
$425K
|
-$2.75M
|
1
|
0.01%
|
Reduced
|
|
|
1312
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$423K
|
-$46K
|
1
|
0.31%
|
Reduced
|
|
|
1313
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$423K
|
-$787K
|
1
|
0.13%
|
Reduced
|
|
|
1314
|
Coho Partners
Berwyn,
Pennsylvania
|
$421K
|
+$5.79K
|
1
|
0.04%
|
Increased
|
|
|
1315
|
Thomaspartners
Boston,
Massachusetts
|
$419K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1316
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$417K
|
+$22.7K
|
1
|
0.07%
|
Increased
|
|
|
1317
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$412K
|
+$19.4K
|
5
|
0.16%
|
Increased
|
|
|
1318
|
Rock Point Advisors
Burlington,
Vermont
|
$407K
|
+$368K
|
1
|
0.19%
|
New
|
|
|
1319
|
Duncker Streett & Co
St. Louis,
Missouri
|
$399K
|
$0
|
5
|
0.16%
|
Maintained
|
|
|
1320
|
Telemus Capital
Southfield,
Michigan
|
$399K
|
+$397K
|
1
|
0.12%
|
New
|
|
|
1321
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$397K
|
+$123K
|
1
|
0.06%
|
Increased
|
|
|
1322
|
Lubar & Co
Milwaukee,
Wisconsin
|
$397K
|
+$150K
|
1
|
0.37%
|
Increased
|
|
|
1323
|
Boston Financial Management
Boston,
Massachusetts
|
$385K
|
-$8.24K
|
1
|
0.06%
|
Reduced
|
|
|
1324
|
Palouse Capital Management
Spokane,
Washington
|
$385K
|
-$2.35K
|
1
|
0.16%
|
Reduced
|
|
|
1325
|
Granite Investment Partners
El Segundo,
California
|
$384K
|
-$2.01K
|
1
|
0.06%
|
Reduced
|
|