|
1701
|
Ascent Wealth Partners
New Hartford,
New York
|
$225K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1702
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$225K
|
-$2.85K
|
1
|
0.21%
|
Reduced
|
|
|
1703
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$225K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1704
|
Mirador Capital Partners
Pleasanton,
California
|
$224K
|
+$3.97K
|
1
|
0.18%
|
Increased
|
|
|
1705
|
R.M. Davis Inc
Portland,
Maine
|
$222K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1706
|
Wealth Architects
Mountain View,
California
|
$222K
|
+$29K
|
1
|
0.1%
|
Increased
|
|
|
1707
|
Keel Point
Huntsville,
Alabama
|
$220K
|
+$219K
|
1
|
0.05%
|
New
|
|
|
1708
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$219K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1709
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$219K
|
+$166K
|
4
|
0.03%
|
Increased
|
|
|
1710
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$218K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1711
|
Apriem Advisors
Irvine,
California
|
$216K
|
+$14K
|
5
|
0.06%
|
Increased
|
|
|
1712
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$216K
|
-$54K
|
1
|
0.05%
|
Reduced
|
|
|
1713
|
TFS Capital
West Chester,
Pennsylvania
|
$216K
|
-$614K
|
1
|
0.06%
|
Reduced
|
|
|
1714
|
Winfield Associates
Cleveland,
Ohio
|
$216K
|
-$6.34K
|
6
|
0.13%
|
Reduced
|
|
|
1715
|
Balentine LLC
Atlanta,
Georgia
|
$214K
|
-$11.7K
|
5
|
0.02%
|
Reduced
|
|
|
1716
|
Fidelity International
Hamilton,
Bermuda
|
$214K
|
-$10.8M
|
1
|
0%
|
Reduced
|
|
|
1717
|
Novare Capital Management
Charlotte,
North Carolina
|
$213K
|
-$245K
|
1
|
0.05%
|
Reduced
|
|
|
1718
|
Chilton Investment Company
Stamford,
Connecticut
|
$211K
|
+$203K
|
1
|
0.01%
|
New
|
|
|
1719
|
Sequoia Financial Advisors
Akron,
Ohio
|
$211K
|
-$242K
|
1
|
0.03%
|
Reduced
|
|
|
1720
|
CPWM LLC
Seattle,
Washington
|
$210K
|
-$15K
|
1
|
0.05%
|
Reduced
|
|
|
1721
|
Barnett & Company
Chattanooga,
Tennessee
|
$209K
|
-$20.9K
|
3
|
0.11%
|
Reduced
|
|
|
1722
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$209K
|
-$87.5K
|
1
|
0.02%
|
Reduced
|
|
|
1723
|
Hamel Associates
Chatham,
New Jersey
|
$209K
|
-$5.65K
|
1
|
0.11%
|
Reduced
|
|
|
1724
|
Meridian Investment Counsel
Lafayette,
California
|
$209K
|
-$225K
|
1
|
0.14%
|
Reduced
|
|
|
1725
|
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
$208K
|
$0
|
1
|
0.02%
|
Maintained
|
|