|
1701
|
Parkwood LLC
Cleveland,
Ohio
|
$862K
|
+$285K
|
2
|
0.12%
|
Increased
|
|
|
1702
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$860K
|
+$181K
|
1
|
0.21%
|
Increased
|
|
|
1703
|
DF Dent & Co
Baltimore,
Maryland
|
$853K
|
+$72.6K
|
2
|
0.02%
|
Increased
|
|
|
1704
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$852K
|
+$40.3K
|
2
|
0.59%
|
Increased
|
|
|
1705
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$850K
|
+$196K
|
8
|
0.44%
|
Increased
|
|
|
1706
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$844K
|
-$17.9K
|
1
|
0.75%
|
Reduced
|
|
|
1707
|
Diversified Trust
Memphis,
Tennessee
|
$841K
|
-$1.02M
|
3
|
0.06%
|
Reduced
|
|
|
1708
|
Founders Capital Management (Texas)
Houston,
Texas
|
$841K
|
+$839K
|
1
|
0.76%
|
New
|
|
|
1709
|
Symmetry Peak Management
Radnor,
Pennsylvania
|
$840K
|
+$744K
|
1
|
0.13%
|
New
|
|
|
1710
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$838K
|
+$6.31K
|
2
|
0.08%
|
Increased
|
|
|
1711
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$837K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1712
|
Ballentine Partners
Waltham,
Massachusetts
|
$836K
|
+$826K
|
2
|
0.06%
|
New
|
|
|
1713
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$836K
|
+$43.8K
|
2
|
0.28%
|
Increased
|
|
|
1714
|
|
$835K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1715
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$832K
|
-$298K
|
2
|
0.27%
|
Reduced
|
|
|
1716
|
Country Club Trust
Kansas City,
Missouri
|
$831K
|
+$6.07K
|
2
|
0.11%
|
Increased
|
|
|
1717
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$828K
|
-$328K
|
5
|
0.03%
|
Reduced
|
|
|
1718
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$828K
|
+$6.74K
|
1
|
0.46%
|
Increased
|
|
|
1719
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$826K
|
+$217K
|
2
|
0.51%
|
Increased
|
|
|
1720
|
Mengis Capital Management
Portland,
Oregon
|
$825K
|
-$23.9K
|
1
|
0.6%
|
Reduced
|
|
|
1721
|
Blue Fin Capital
Warren,
Rhode Island
|
$820K
|
+$10.5K
|
2
|
0.5%
|
Increased
|
|
|
1722
|
Redmond Asset Management
Henrico,
Virginia
|
$820K
|
-$425K
|
2
|
0.42%
|
Reduced
|
|
|
1723
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$820K
|
-$192K
|
1
|
0.5%
|
Reduced
|
|
|
1724
|
Niemann Capital Management
Stateline,
Nevada
|
$819K
|
+$788K
|
1
|
0.58%
|
New
|
|
|
1725
|
ArchPoint Investors
Coral Gables,
Florida
|
$814K
|
-$295K
|
2
|
0.31%
|
Reduced
|
|