|
1301
|
Asset Dedication LLC
San Francisco,
California
|
$76K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1302
|
Perkins Coie Trust Company
Seattle,
Washington
|
$76K
|
-$24K
|
1
|
0.04%
|
Reduced
|
|
|
1303
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$74K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1304
|
Versant Capital Management
Phoenix,
Arizona
|
$74K
|
+$1.35K
|
9
|
0.03%
|
Increased
|
|
|
1305
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$73K
|
-$1.81K
|
1
|
0.02%
|
Reduced
|
|
|
1306
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$68K
|
-$8.21K
|
4
|
0.01%
|
Reduced
|
|
|
1307
|
Bollard Group
Boston,
Massachusetts
|
$67K
|
+$120
|
2
|
0%
|
Increased
|
|
|
1308
|
Baystate Wealth Management
Boston,
Massachusetts
|
$66K
|
-$3.59K
|
1
|
0.01%
|
Reduced
|
|
|
1309
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$65K
|
+$12.7K
|
4
|
0.03%
|
Increased
|
|
|
1310
|
Harding Loevner
Bridgewater,
New Jersey
|
$64K
|
-$13.2K
|
1
|
0%
|
Reduced
|
|
|
1311
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$62.6K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1312
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$62K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
1313
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$61K
|
+$52.7K
|
1
|
0.06%
|
New
|
|
|
1314
|
TrueWealth LLC
Atlanta,
Georgia
|
$61K
|
+$57.3K
|
5
|
0.03%
|
New
|
|
|
1315
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$60K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1316
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$60K
|
+$53.5K
|
1
|
0.05%
|
New
|
|
|
1317
|
YorkBridge Wealth Partners
New York
|
$59K
|
-$5.15K
|
5
|
0.03%
|
Reduced
|
|
|
1318
|
Delphi Private Advisors
San Diego,
California
|
$58K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1319
|
Poehling Capital Management
Madison,
Wisconsin
|
$55K
|
+$52.4K
|
1
|
0.05%
|
New
|
|
|
1320
|
Cribstone Capital Management
Augusta,
Maine
|
$51K
|
+$7.81K
|
5
|
0.02%
|
Increased
|
|
|
1321
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$51K
|
+$46.7K
|
3
|
0.05%
|
New
|
|
|
1322
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$50K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1323
|
Global Retirement Partners
San Rafael,
California
|
$50K
|
+$1.59K
|
5
|
0.01%
|
Increased
|
|
|
1324
|
Creative Financial Designs
Kokomo,
Indiana
|
$49K
|
+$14.3K
|
4
|
0.03%
|
Increased
|
|
|
1325
|
FNY Managed Accounts
New York
|
$49K
|
-$61.1K
|
4
|
0.05%
|
Reduced
|
|