|
2051
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$255K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
2052
|
Bangor Savings Bank
Bangor,
Maine
|
$254K
|
-$3.82K
|
1
|
0.06%
|
Reduced
|
|
|
2053
|
Spirit of America Management Corp
Syosset,
New York
|
$254K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2054
|
Stockman Wealth Management
Billings,
Montana
|
$254K
|
-$152K
|
1
|
0.22%
|
Reduced
|
|
|
2055
|
Apriem Advisors
Irvine,
California
|
$252K
|
-$3.27M
|
6
|
0.09%
|
Reduced
|
|
|
2056
|
SNS Financial Group
Minneapolis,
Minnesota
|
$252K
|
+$237K
|
1
|
0.08%
|
New
|
|
|
2057
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$252K
|
-$21.6K
|
1
|
0.04%
|
Reduced
|
|
|
2058
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$251K
|
-$1.38K
|
1
|
0.11%
|
Reduced
|
|
|
2059
|
Terril Brothers
St. Louis,
Missouri
|
$250K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2060
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$250K
|
-$101K
|
5
|
0.15%
|
Reduced
|
|
|
2061
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$250K
|
+$105K
|
5
|
0.07%
|
Increased
|
|
|
2062
|
IFC Holdings
Tampa,
Florida
|
$247K
|
+$1.75K
|
2
|
0.04%
|
Increased
|
|
|
2063
|
McGowan Group Asset Management
Dallas,
Texas
|
$245K
|
-$3.73K
|
1
|
0.05%
|
Reduced
|
|
|
2064
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$244K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2065
|
Accredited Investors
Edina,
Minnesota
|
$243K
|
+$258
|
1
|
0.06%
|
Increased
|
|
|
2066
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$243K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2067
|
Colony Group
Boston,
Massachusetts
|
$241K
|
+$186K
|
4
|
0.03%
|
Increased
|
|
|
2068
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$239K
|
+$249K
|
1
|
0.08%
|
New
|
|
|
2069
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$234K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2070
|
Gemmer Asset Management
Walnut Creek,
California
|
$232K
|
-$41.2K
|
20
|
0.14%
|
Reduced
|
|
|
2071
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$232K
|
-$45.7K
|
1
|
0.09%
|
Reduced
|
|
|
2072
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$232K
|
+$7.05K
|
1
|
0.07%
|
Increased
|
|
|
2073
|
Trustco Bank (New York)
Albany,
New York
|
$231K
|
-$2.19K
|
1
|
0.22%
|
Reduced
|
|
|
2074
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$230K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2075
|
Raffa Wealth Management
Washington,
District of Columbia
|
$229K
|
+$17.9K
|
14
|
0.14%
|
Increased
|
|