|
1501
|
Confluence Wealth Management
Portland,
Oregon
|
$479K
|
+$28.8K
|
2
|
0.24%
|
Increased
|
|
|
1502
|
Cullen Capital Management
New York
|
$478K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1503
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$478K
|
-$17.7K
|
2
|
0.13%
|
Reduced
|
|
|
1504
|
Giverny Capital
Montreal,
Quebec, Canada
|
$477K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1505
|
Capital Wealth Planning
Naples,
Florida
|
$474K
|
$0
|
1
|
0.4%
|
Maintained
|
|
|
1506
|
Lau Associates
Greenville,
Delaware
|
$474K
|
+$75.1K
|
1
|
0.42%
|
Increased
|
|
|
1507
|
Congress Asset Management
Boston,
Massachusetts
|
$472K
|
+$13.6K
|
1
|
0.01%
|
Increased
|
|
|
1508
|
Frontier Wealth Management
Kansas City,
Missouri
|
$472K
|
-$10.3K
|
2
|
0.07%
|
Reduced
|
|
|
1509
|
Financial Management Professionals
Austin,
Texas
|
$469K
|
$0
|
3
|
0.24%
|
Maintained
|
|
|
1510
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$468K
|
+$31.8K
|
1
|
0.22%
|
Increased
|
|
|
1511
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$468K
|
+$463K
|
3
|
0.33%
|
New
|
|
|
1512
|
Busey Bank
Urbana,
Illinois
|
$466K
|
-$24.7K
|
1
|
0.06%
|
Reduced
|
|
|
1513
|
Altavista Wealth Management
Asheville,
North Carolina
|
$464K
|
+$78.1K
|
1
|
0.23%
|
Increased
|
|
|
1514
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$463K
|
-$37.7K
|
4
|
0.08%
|
Reduced
|
|
|
1515
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$462K
|
-$5.88K
|
2
|
0.03%
|
Reduced
|
|
|
1516
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$460K
|
-$10.6K
|
2
|
0.13%
|
Reduced
|
|
|
1517
|
Arrow Financial
Glens Falls,
New York
|
$458K
|
-$1.51K
|
2
|
0.11%
|
Reduced
|
|
|
1518
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$456K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1519
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$456K
|
-$14.5K
|
6
|
0.27%
|
Reduced
|
|
|
1520
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$455K
|
-$12.4K
|
1
|
0.09%
|
Reduced
|
|
|
1521
|
Sequoia Financial Advisors
Akron,
Ohio
|
$453K
|
+$240K
|
3
|
0.06%
|
Increased
|
|
|
1522
|
Kings Point Capital Management
Great Neck,
New York
|
$452K
|
+$101K
|
2
|
0.11%
|
Increased
|
|
|
1523
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$452K
|
+$453K
|
2
|
0.11%
|
New
|
|
|
1524
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$450K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1525
|
Girard Securities
San Diego,
California
|
$449K
|
$0
|
1
|
0.38%
|
Maintained
|
|