|
826
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.72M
|
-$291K
|
1
|
0.03%
|
Reduced
|
|
|
827
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.72M
|
-$352K
|
1
|
0.36%
|
Reduced
|
|
|
828
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.72M
|
+$317K
|
1
|
0.33%
|
Increased
|
|
|
829
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$1.72M
|
-$229K
|
1
|
0.38%
|
Reduced
|
|
|
830
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.71M
|
-$36.8K
|
1
|
0.04%
|
Reduced
|
|
|
831
|
Marco Investment Management
Atlanta,
Georgia
|
$1.71M
|
-$425K
|
1
|
0.32%
|
Reduced
|
|
|
832
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.7M
|
-$162K
|
1
|
0.1%
|
Reduced
|
|
|
833
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$1.7M
|
+$64.4K
|
1
|
1.07%
|
Increased
|
|
|
834
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$1.7M
|
+$71.3K
|
1
|
0.98%
|
Increased
|
|
|
835
|
|
$1.69M
|
-$312K
|
1
|
0.01%
|
Reduced
|
|
|
836
|
Peninsula Asset Management
Bradenton,
Florida
|
$1.69M
|
+$145K
|
1
|
1.22%
|
Increased
|
|
|
837
|
Empirical Wealth Management
Seattle,
Washington
|
$1.69M
|
+$1.05M
|
1
|
0.25%
|
Increased
|
|
|
838
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$1.69M
|
+$65.4K
|
1
|
0.51%
|
Increased
|
|
|
839
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$1.69M
|
+$582K
|
1
|
0.17%
|
Increased
|
|
|
840
|
Choreo LLC
Rockford,
Illinois
|
$1.68M
|
-$47.3K
|
1
|
0.21%
|
Reduced
|
|
|
841
|
Chelsea Counsel Company
Los Angeles,
California
|
$1.68M
|
$0
|
1
|
0.91%
|
Maintained
|
|
|
842
|
Gifford Fong Associates
Lafayette,
California
|
$1.68M
|
$0
|
1
|
0.55%
|
Maintained
|
|
|
843
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.68M
|
-$512K
|
1
|
1%
|
Reduced
|
|
|
844
|
Investment Counsel
Petoskey,
Michigan
|
$1.67M
|
-$79.4K
|
1
|
1.27%
|
Reduced
|
|
|
845
|
Brighton Jones LLC
Seattle,
Washington
|
$1.67M
|
-$4.08K
|
1
|
0.2%
|
Reduced
|
|
|
846
|
Cardan Capital Partners
Denver,
Colorado
|
$1.66M
|
+$1.58M
|
1
|
0.27%
|
New
|
|
|
847
|
Virginia National Bank
Charlottesville,
Virginia
|
$1.66M
|
-$107K
|
1
|
1.15%
|
Reduced
|
|
|
848
|
Paloma Partners
Greenwich,
Connecticut
|
$1.66M
|
+$86.7K
|
1
|
0.04%
|
Increased
|
|
|
849
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$1.65M
|
-$66.7K
|
1
|
0.02%
|
Reduced
|
|
|
850
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$1.65M
|
-$246K
|
1
|
0.4%
|
Reduced
|
|
