|
1026
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$1M
|
+$305K
|
1
|
0.04%
|
Increased
|
|
|
1027
|
M&G Investment Management
London,
United Kingdom
|
$1M
|
-$33.2K
|
1
|
0.01%
|
Reduced
|
|
|
1028
|
Bluefin Capital Management
New York
|
$1M
|
-$1.05M
|
0
|
–
|
Closed
|
|
|
1029
|
Personal CFO Solutions
Chester,
New Jersey
|
$1M
|
+$263K
|
1
|
0.33%
|
Increased
|
|
|
1030
|
Arrow Financial
Glens Falls,
New York
|
$998K
|
-$20.4K
|
1
|
0.21%
|
Reduced
|
|
|
1031
|
Toews Corporation
Northfield,
New Jersey
|
$998K
|
+$1.01M
|
1
|
0.3%
|
New
|
|
|
1032
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$994K
|
-$7.89K
|
1
|
0.51%
|
Reduced
|
|
|
1033
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$993K
|
-$203K
|
1
|
0.33%
|
Reduced
|
|
|
1034
|
|
$992K
|
-$11.8K
|
1
|
0.17%
|
Reduced
|
|
|
1035
|
|
$989K
|
+$107K
|
1
|
0.32%
|
Increased
|
|
|
1036
|
WESPAC Advisors
Orinda,
California
|
$985K
|
-$33.4K
|
1
|
1.22%
|
Reduced
|
|
|
1037
|
Bank of Hawaii
Honolulu,
Hawaii
|
$984K
|
-$1.72M
|
1
|
0.07%
|
Reduced
|
|
|
1038
|
Csenge Advisory Group
Clearwater,
Florida
|
$983K
|
-$22.4K
|
1
|
0.13%
|
Reduced
|
|
|
1039
|
Osborne Partners Capital Management
San Francisco,
California
|
$982K
|
+$10.5K
|
1
|
0.2%
|
Increased
|
|
|
1040
|
Fortis Group Advisors
Westwood,
New Jersey
|
$981K
|
+$994K
|
1
|
0.19%
|
New
|
|
|
1041
|
Sargent Investment Group
Bethesda,
Maryland
|
$979K
|
+$123K
|
1
|
0.36%
|
Increased
|
|
|
1042
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$976K
|
-$19.5K
|
1
|
0.16%
|
Reduced
|
|
|
1043
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$973K
|
$0
|
1
|
0.5%
|
Maintained
|
|
|
1044
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$973K
|
$0
|
1
|
0.41%
|
Maintained
|
|
|
1045
|
Versor Investments
New York
|
$973K
|
+$985K
|
1
|
0.08%
|
New
|
|
|
1046
|
Ranch Capital Advisors
Sarasota,
Florida
|
$972K
|
+$163K
|
1
|
0.78%
|
Increased
|
|
|
1047
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$971K
|
+$563K
|
1
|
0.27%
|
Increased
|
|
|
1048
|
Circle Wealth Management
Summit,
New Jersey
|
$970K
|
+$174K
|
1
|
0.16%
|
Increased
|
|
|
1049
|
Anchor Investment Management
Columbia,
South Carolina
|
$969K
|
-$125K
|
1
|
0.2%
|
Reduced
|
|
|
1050
|
D.J. St. Germain
Springfield,
Massachusetts
|
$969K
|
-$8.71K
|
1
|
0.08%
|
Reduced
|
|
