|
1701
|
Monroe Bank & Trust
Monroe,
Michigan
|
$82K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1702
|
Aris Wealth Services
State College,
Pennsylvania
|
$81K
|
+$78.8K
|
4
|
0.08%
|
New
|
|
|
1703
|
American Research & Management Company
Marion,
Massachusetts
|
$71K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1704
|
Lloyds Banking Group
London,
United Kingdom
|
$71K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1705
|
|
$71K
|
+$3.66K
|
2
|
0.01%
|
Increased
|
|
|
1706
|
High Point Bank & Trust
High Point,
North Carolina
|
$70K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1707
|
Stancorp Investment Advisers
Portland,
Oregon
|
$69K
|
-$4.88K
|
4
|
0.03%
|
Reduced
|
|
|
1708
|
Stanford Investment Group
Mountain View,
California
|
$68K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1709
|
CKW Financial Group
Honolulu,
Hawaii
|
$65K
|
+$15.3K
|
3
|
0.03%
|
Increased
|
|
|
1710
|
Winch Advisory Services
Appleton,
Wisconsin
|
$65K
|
+$63.2K
|
2
|
0.04%
|
New
|
|
|
1711
|
Community Financial Services Group
Newport,
Vermont
|
$63K
|
-$768
|
1
|
0.03%
|
Reduced
|
|
|
1712
|
WealthPLAN Partners
Omaha,
Nebraska
|
$63K
|
+$61.7K
|
3
|
0.03%
|
New
|
|
|
1713
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$62K
|
+$51.3K
|
4
|
0.04%
|
Increased
|
|
|
1714
|
New England Asset Management
Farmington,
Connecticut
|
$60K
|
+$58.6K
|
1
|
0%
|
New
|
|
|
1715
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$58K
|
+$56.2K
|
1
|
0.01%
|
New
|
|
|
1716
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$56K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1717
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$52.2K
|
+$50.9K
|
1
|
0.02%
|
New
|
|
|
1718
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$52K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1719
|
Lehman Financial Resources
Media,
Pennsylvania
|
$51K
|
-$11.7K
|
2
|
0.02%
|
Reduced
|
|
|
1720
|
Reilly Financial Advisors
La Mesa,
California
|
$51K
|
-$16.2K
|
2
|
0.01%
|
Reduced
|
|
|
1721
|
Tarbox Family Office
Newport Beach,
California
|
$51K
|
$0
|
4
|
0.04%
|
Maintained
|
|
|
1722
|
Grace & White Inc
Ny,
New York
|
$50K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1723
|
Hoertkorn Richard Charles
|
$50K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1724
|
Ruggie Capital Group
Tavares,
Florida
|
$49K
|
+$41.5K
|
2
|
0.06%
|
Increased
|
|
|
1725
|
Gradient Investments
Arden Hills,
Minnesota
|
$48K
|
+$5.5K
|
5
|
0.01%
|
Increased
|
|