|
1501
|
Perigon Wealth Management
San Francisco,
California
|
$362K
|
+$361K
|
1
|
0.2%
|
New
|
|
|
1502
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$362K
|
+$330K
|
1
|
0.24%
|
New
|
|
|
1503
|
Cohen Capital Management
Corte Madera,
California
|
$361K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1504
|
Willow Street Advisors
Naples,
Florida
|
$360K
|
+$328K
|
1
|
0.2%
|
New
|
|
|
1505
|
Court Place Advisors
Ellicott City,
Maryland
|
$357K
|
+$326K
|
1
|
0.27%
|
New
|
|
|
1506
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$355K
|
-$154K
|
1
|
0.11%
|
Reduced
|
|
|
1507
|
Schulhoff & Co
Cincinnati,
Ohio
|
$355K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1508
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$347K
|
+$315K
|
1
|
0.12%
|
New
|
|
|
1509
|
|
$346K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1510
|
West Family Investments
Carlsbad,
California
|
$346K
|
-$322K
|
1
|
0.08%
|
Reduced
|
|
|
1511
|
Martin & Co
Knoxville,
Tennessee
|
$344K
|
+$8.24K
|
1
|
0.12%
|
Increased
|
|
|
1512
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$341K
|
+$99.7K
|
1
|
0.04%
|
Increased
|
|
|
1513
|
Genesee Valley Trust
Pittsford,
New York
|
$340K
|
-$1.95K
|
1
|
0.23%
|
Reduced
|
|
|
1514
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$339K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1515
|
Griffin Asset Management
New York
|
$337K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1516
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$337K
|
-$1.07K
|
1
|
0.09%
|
Reduced
|
|
|
1517
|
Vigilant Capital Management
Portland,
Maine
|
$336K
|
+$62.4K
|
3
|
0.08%
|
Increased
|
|
|
1518
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$335K
|
+$103K
|
1
|
0.2%
|
Increased
|
|
|
1519
|
Jasper Ridge Partners
Menlo Park,
California
|
$334K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1520
|
Northeast Financial Consultants
Westport,
Connecticut
|
$334K
|
+$333K
|
1
|
0.22%
|
New
|
|
|
1521
|
Farr Miller & Washington
Washington,
District of Columbia
|
$333K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1522
|
Private Trust Company
Cleveland,
Ohio
|
$331K
|
+$467
|
12
|
0.13%
|
Increased
|
|
|
1523
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$330K
|
-$46.9K
|
1
|
0.12%
|
Reduced
|
|
|
1524
|
Washington Trust Bank
Spokane,
Washington
|
$330K
|
-$4.33M
|
0
|
–
|
Closed
|
|
|
1525
|
Fisher Asset Management
Camas,
Washington
|
$328K
|
+$129K
|
1
|
0%
|
Increased
|
|