|
1301
|
Jacobs & Co
San Francisco,
California
|
$299K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1302
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$299K
|
-$41.3K
|
1
|
0.15%
|
Reduced
|
|
|
1303
|
Addison Capital
Conshohocken,
Pennsylvania
|
$298K
|
-$3.6K
|
1
|
0.22%
|
Reduced
|
|
|
1304
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$296K
|
-$663K
|
4
|
0.05%
|
Reduced
|
|
|
1305
|
Hills Bank & Trust
North Liberty,
Iowa
|
$295K
|
-$18.3K
|
1
|
0.08%
|
Reduced
|
|
|
1306
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$295K
|
+$30K
|
4
|
0.08%
|
Increased
|
|
|
1307
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$293K
|
-$41.3K
|
1
|
0.04%
|
Reduced
|
|
|
1308
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$291K
|
+$15.2K
|
2
|
0.16%
|
Increased
|
|
|
1309
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$290K
|
+$14.8K
|
2
|
0.09%
|
Increased
|
|
|
1310
|
Lido Advisors
Los Angeles,
California
|
$290K
|
-$6.06K
|
1
|
0.03%
|
Reduced
|
|
|
1311
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$290K
|
-$98.7K
|
1
|
0.06%
|
Reduced
|
|
|
1312
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$288K
|
+$22.8K
|
1
|
0.02%
|
Increased
|
|
|
1313
|
Segment Wealth Management
Houston,
Texas
|
$288K
|
+$275K
|
1
|
0.06%
|
New
|
|
|
1314
|
Icon Wealth Partners
Houston,
Texas
|
$286K
|
-$4.95K
|
1
|
0.12%
|
Reduced
|
|
|
1315
|
Meridian Investment Counsel
Lafayette,
California
|
$286K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1316
|
Pathstone Family Office
Englewood,
New Jersey
|
$286K
|
+$335K
|
2
|
0.09%
|
New
|
|
|
1317
|
Lau Associates
Greenville,
Delaware
|
$285K
|
-$55K
|
1
|
0.16%
|
Reduced
|
|
|
1318
|
Berkeley Capital Partners
Milton,
Georgia
|
$283K
|
+$271K
|
1
|
0.16%
|
New
|
|
|
1319
|
M Holdings Securities
Portland,
Oregon
|
$281K
|
-$502K
|
1
|
0.07%
|
Reduced
|
|
|
1320
|
Weatherly Asset Management
Del Mar,
California
|
$281K
|
-$35.3K
|
1
|
0.06%
|
Reduced
|
|
|
1321
|
Miles Capital
West Des Moines,
Iowa
|
$280K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
1322
|
NWAM LLC
Mercer Island,
Washington
|
$278K
|
-$9.46K
|
1
|
0.06%
|
Reduced
|
|
|
1323
|
First American Bank
Dundee,
Illinois
|
$275K
|
+$325K
|
1
|
0.02%
|
New
|
|
|
1324
|
Smith, Moore & Co
Clayton,
Missouri
|
$274K
|
+$8.21K
|
1
|
0.06%
|
Increased
|
|
|
1325
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$273K
|
+$5.91K
|
1
|
0.11%
|
Increased
|
|