|
1801
|
Dodge & Cox
San Francisco,
California
|
$322K
|
-$204K
|
1
|
0%
|
Reduced
|
|
|
1802
|
Calton & Associates
Tampa,
Florida
|
$321K
|
-$306K
|
1
|
0.12%
|
Reduced
|
|
|
1803
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$321K
|
-$30.7K
|
1
|
0.24%
|
Reduced
|
|
|
1804
|
YorkBridge Wealth Partners
New York
|
$320K
|
-$32.2K
|
8
|
0.17%
|
Reduced
|
|
|
1805
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$319K
|
-$10.4K
|
1
|
0.06%
|
Reduced
|
|
|
1806
|
Excalibur Management
Waltham,
Massachusetts
|
$318K
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
1807
|
Weatherly Asset Management
Del Mar,
California
|
$318K
|
-$131K
|
1
|
0.08%
|
Reduced
|
|
|
1808
|
|
$317K
|
-$7.31K
|
2
|
0.17%
|
Reduced
|
|
|
1809
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$317K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1810
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$316K
|
-$42.1K
|
1
|
0.24%
|
Reduced
|
|
|
1811
|
R.H. Dinel Investment Counsel
Los Angeles,
California
|
$314K
|
+$321K
|
1
|
0.35%
|
New
|
|
|
1812
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$312K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1813
|
Darrell & King
Charlottesville,
Virginia
|
$312K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1814
|
Taurus Asset Management
New York
|
$311K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1815
|
Grandfield & Dodd
New York
|
$309K
|
-$14.6K
|
1
|
0.04%
|
Reduced
|
|
|
1816
|
Todd Asset Management
Louisville,
Kentucky
|
$309K
|
+$39.6K
|
1
|
0.01%
|
Increased
|
|
|
1817
|
Asset Dedication LLC
San Francisco,
California
|
$308K
|
+$100K
|
3
|
0.13%
|
Increased
|
|
|
1818
|
LVW Advisors
Pittsford,
New York
|
$307K
|
-$476K
|
1
|
0.1%
|
Reduced
|
|
|
1819
|
Sutton Wealth Advisors
Tampa,
Florida
|
$307K
|
-$6.6K
|
6
|
0.2%
|
Reduced
|
|
|
1820
|
Autus Asset Management
Scottsdale,
Arizona
|
$306K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1821
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$306K
|
+$15.6K
|
2
|
0.13%
|
Increased
|
|
|
1822
|
Kore Private Wealth
New York
|
$306K
|
+$317K
|
8
|
0.08%
|
New
|
|
|
1823
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$305K
|
-$310K
|
1
|
0.23%
|
Reduced
|
|
|
1824
|
Family Management
New York
|
$303K
|
+$313K
|
1
|
0.13%
|
New
|
|
|
1825
|
MAI Capital Management
Independence,
Ohio
|
$303K
|
-$284K
|
1
|
0.02%
|
Reduced
|
|