|
3026
|
Plimoth Trust
Plymouth,
Massachusetts
|
$430K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
3027
|
Papamarkou Wellner Asset Management
New York
|
$430K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
3028
|
Trillium Asset Management
Boston,
Massachusetts
|
$429K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
3029
|
Penobscot Investment Management
Boston,
Massachusetts
|
$429K
|
-$235K
|
1
|
0.03%
|
Reduced
|
|
|
3030
|
WBH Advisory
Baltimore,
Maryland
|
$428K
|
+$196K
|
2
|
0.03%
|
Increased
|
|
|
3031
|
Optivise Advisory Services
Franklin,
Tennessee
|
$428K
|
+$74.7K
|
1
|
0.22%
|
Increased
|
|
|
3032
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$426K
|
-$3.61M
|
2
|
0.09%
|
Reduced
|
|
|
3033
|
GW&K Investment Management
Boston,
Massachusetts
|
$426K
|
+$22K
|
10
|
0%
|
Increased
|
|
|
3034
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$426K
|
+$10.3K
|
4
|
0.06%
|
Increased
|
|
|
3035
|
Fiduciary Family Office
Boca Raton,
Florida
|
$425K
|
+$148K
|
1
|
0.11%
|
Increased
|
|
|
3036
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$424K
|
+$6.87K
|
4
|
0.26%
|
Increased
|
|
|
3037
|
Belfer Management
New York
|
$424K
|
-$103K
|
1
|
7.02%
|
Reduced
|
|
|
3038
|
|
$423K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
3039
|
Sage Capital Management
Stockton,
New Jersey
|
$422K
|
-$238K
|
1
|
0.16%
|
Reduced
|
|
|
3040
|
Diesslin Group
Fort Worth,
Texas
|
$421K
|
+$3.44K
|
2
|
0.16%
|
Increased
|
|
|
3041
|
bLong Financial
Memphis,
Tennessee
|
$420K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
3042
|
Prosperity Bancshares
Houston,
Texas
|
$420K
|
+$97.3K
|
4
|
0.27%
|
Increased
|
|
|
3043
|
Michels Family Financial
Fort Worth,
Texas
|
$419K
|
+$5.07K
|
1
|
0.27%
|
Increased
|
|
|
3044
|
Quartz Partners
Saratoga Springs,
New York
|
$419K
|
+$408K
|
2
|
0.14%
|
New
|
|
|
3045
|
Prairie Advisory
Leawood,
Kansas
|
$419K
|
+$478K
|
1
|
0.1%
|
New
|
|
|
3046
|
Brucke Financial
Indianapolis,
Indiana
|
$419K
|
+$34.9K
|
1
|
0.19%
|
Increased
|
|
|
3047
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$419K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
3048
|
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
|
$418K
|
+$19K
|
1
|
0.44%
|
Increased
|
|
|
3049
|
Purewater Capital
Fort Worth,
Texas
|
$417K
|
-$36.7K
|
2
|
0.3%
|
Reduced
|
|
|
3050
|
Providence First Trust
Scottsdale,
Arizona
|
$417K
|
-$338K
|
1
|
0.12%
|
Reduced
|
|