|
2401
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$203K
|
+$193K
|
1
|
0.88%
|
New
|
|
|
2402
|
|
$203K
|
-$2.97M
|
1
|
0.07%
|
Reduced
|
|
|
2403
|
Private Capital Management (Minnesota)
Eagan,
Minnesota
|
$203K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
2404
|
Steinberg Asset Management
New York
|
$203K
|
+$193K
|
1
|
0.08%
|
New
|
|
|
2405
|
First United Bank & Trust
Oakland,
Maryland
|
$201K
|
-$244K
|
1
|
0.15%
|
Reduced
|
|
|
2406
|
Alesco Advisors
Pittsford,
New York
|
$200K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2407
|
Peak Financial Management
Wellesley,
Massachusetts
|
$200K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2408
|
Avior Wealth Management
Omaha,
Nebraska
|
$196K
|
-$12.6K
|
7
|
0.07%
|
Reduced
|
|
|
2409
|
New Capital Management
Houston,
Texas
|
$195K
|
+$190K
|
3
|
0.28%
|
New
|
|
|
2410
|
Creative Financial Designs
Kokomo,
Indiana
|
$194K
|
+$190K
|
4
|
0.16%
|
New
|
|
|
2411
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$191K
|
-$23.2K
|
5
|
0.16%
|
Reduced
|
|
|
2412
|
Empirical Finance
Havertown,
Pennsylvania
|
$182K
|
+$177K
|
11
|
0.12%
|
New
|
|
|
2413
|
Tortoise Investment Management
White Plains,
New York
|
$180K
|
-$1.52K
|
4
|
0.06%
|
Reduced
|
|
|
2414
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$177K
|
+$94
|
5
|
0.19%
|
Increased
|
|
|
2415
|
Crow Point Partners
Boston,
Massachusetts
|
$166K
|
-$352K
|
2
|
0.03%
|
Reduced
|
|
|
2416
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$166K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2417
|
|
$163K
|
+$164K
|
3
|
0.1%
|
New
|
|
|
2418
|
American Financial Group
Cincinnati,
Ohio
|
$161K
|
-$324K
|
1
|
0.02%
|
Reduced
|
|
|
2419
|
Intellectus Partners
San Francisco,
California
|
$157K
|
+$160K
|
3
|
0.08%
|
New
|
|
|
2420
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$157K
|
+$314
|
3
|
0.07%
|
Increased
|
|
|
2421
|
Stanford Investment Group
Mountain View,
California
|
$151K
|
-$73.5K
|
5
|
0.07%
|
Reduced
|
|
|
2422
|
Asset Dedication LLC
San Francisco,
California
|
$148K
|
-$26.2K
|
2
|
0.09%
|
Reduced
|
|
|
2423
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$145K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2424
|
Alpha Windward
Westwood,
Massachusetts
|
$144K
|
-$419K
|
2
|
0.09%
|
Reduced
|
|
|
2425
|
Benchmark Capital Advisors
New York
|
$144K
|
$0
|
1
|
0.12%
|
Maintained
|
|