|
1201
|
Spinnaker Trust
Portland,
Maine
|
$268K
|
-$106K
|
1
|
0.03%
|
Reduced
|
|
|
1202
|
Empirical Finance
Havertown,
Pennsylvania
|
$264K
|
+$244K
|
1
|
0.07%
|
New
|
|
|
1203
|
Iowa State Bank
Urbandale,
Iowa
|
$264K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1204
|
S.A. Mason
Holland,
Michigan
|
$263K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
1205
|
1ST Source Bank
South Bend,
Indiana
|
$262K
|
-$12.9K
|
1
|
0.02%
|
Reduced
|
|
|
1206
|
TFG Advisers
Auburn Hills,
Michigan
|
$262K
|
+$28.8K
|
1
|
0.17%
|
Increased
|
|
|
1207
|
|
$261K
|
-$307K
|
1
|
0.15%
|
Reduced
|
|
|
1208
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$260K
|
-$5.37K
|
1
|
0.01%
|
Reduced
|
|
|
1209
|
WP Advisors
San Francisco,
California
|
$259K
|
+$239K
|
1
|
0.18%
|
New
|
|
|
1210
|
Transform Wealth
Greenwood Village,
Colorado
|
$258K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1211
|
TrinityPoint Wealth
Milford,
Connecticut
|
$256K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1212
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$252K
|
+$232K
|
1
|
0.11%
|
New
|
|
|
1213
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$252K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
1214
|
Hodges Capital Management
Dallas,
Texas
|
$251K
|
+$238K
|
1
|
0.05%
|
New
|
|
|
1215
|
Prudent Man Advisors
Naperville,
Illinois
|
$250K
|
+$240K
|
1
|
0.22%
|
New
|
|
|
1216
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$249K
|
-$522K
|
1
|
0.05%
|
Reduced
|
|
|
1217
|
Capital Planning Advisors
Roseville,
California
|
$247K
|
+$228K
|
1
|
0.07%
|
New
|
|
|
1218
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$247K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1219
|
United Fire Group
Cedar Rapids,
Iowa
|
$247K
|
$0
|
2
|
0.12%
|
Maintained
|
|
|
1220
|
UMB Bank
Kansas City,
Missouri
|
$246K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1221
|
9258 Wealth Management
Blue Ash,
Ohio
|
$241K
|
+$222K
|
1
|
0.1%
|
New
|
|
|
1222
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$240K
|
-$85.8K
|
1
|
0.08%
|
Reduced
|
|
|
1223
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$240K
|
-$30.3K
|
1
|
0.02%
|
Reduced
|
|
|
1224
|
Integer Wealth Advisors Group
Cartersville,
Georgia
|
$237K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1225
|
EP Wealth Advisors
Torrance,
California
|
$236K
|
+$218K
|
1
|
0.01%
|
New
|
|