|
2051
|
|
$330K
|
-$174K
|
1
|
0%
|
Reduced
|
|
|
2052
|
Parthenon LLC
Louisville,
Kentucky
|
$330K
|
-$8.18K
|
1
|
0.08%
|
Reduced
|
|
|
2053
|
Bender Robert & Associates
Pasadena,
California
|
$328K
|
-$11K
|
1
|
0.21%
|
Reduced
|
|
|
2054
|
Gagnon Securities
New York
|
$328K
|
+$426K
|
1
|
0.14%
|
New
|
|
|
2055
|
REDW Wealth
Albuquerque,
New Mexico
|
$328K
|
-$18K
|
1
|
0.33%
|
Reduced
|
|
|
2056
|
Camden National Bank
Camden,
Maine
|
$327K
|
-$590K
|
1
|
0.1%
|
Reduced
|
|
|
2057
|
Asset Dedication LLC
San Francisco,
California
|
$326K
|
$0
|
2
|
0.18%
|
Maintained
|
|
|
2058
|
Fore Research & Management
New York
|
$326K
|
+$382K
|
1
|
0.4%
|
New
|
|
|
2059
|
Nadler Financial Group
Deerfield,
Illinois
|
$321K
|
-$43.7K
|
1
|
0.11%
|
Reduced
|
|
|
2060
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$320K
|
-$68.7K
|
6
|
0.19%
|
Reduced
|
|
|
2061
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$320K
|
$0
|
2
|
0.14%
|
Maintained
|
|
|
2062
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$318K
|
+$340K
|
1
|
0.17%
|
New
|
|
|
2063
|
Pflug Koory
Omaha,
Nebraska
|
$317K
|
+$10.8K
|
4
|
0.28%
|
Increased
|
|
|
2064
|
Capital Wealth Planning
Naples,
Florida
|
$316K
|
-$888K
|
1
|
0.27%
|
Reduced
|
|
|
2065
|
Somerset Trust
Somerset,
Pennsylvania
|
$313K
|
-$273K
|
2
|
0.18%
|
Reduced
|
|
|
2066
|
Wealth Architects
Mountain View,
California
|
$313K
|
+$1.06K
|
1
|
0.12%
|
Increased
|
|
|
2067
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$311K
|
-$114K
|
1
|
0.05%
|
Reduced
|
|
|
2068
|
M Holdings Securities
Portland,
Oregon
|
$310K
|
-$491
|
1
|
0.12%
|
Reduced
|
|
|
2069
|
OMERS Administration Corp
Toronto,
Ontario, Canada
|
$310K
|
-$1.41M
|
1
|
0%
|
Reduced
|
|
|
2070
|
Agran Libbie
Santa Monica,
California
|
$309K
|
+$57.2K
|
1
|
0.07%
|
Increased
|
|
|
2071
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$309K
|
+$16.3K
|
1
|
0.16%
|
Increased
|
|
|
2072
|
SSI Investment Management
Los Angeles,
California
|
$309K
|
-$1.8K
|
1
|
0.03%
|
Reduced
|
|
|
2073
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$305K
|
+$1.64K
|
1
|
0.15%
|
Increased
|
|
|
2074
|
Poplar Forest Capital
Pasadena,
California
|
$305K
|
-$14.5M
|
1
|
0.03%
|
Reduced
|
|
|
2075
|
United Bank (West Virginia)
Parkersburg,
West Virginia
|
$304K
|
-$46.4K
|
1
|
0.13%
|
Reduced
|
|