|
1201
|
AllSquare Wealth Management
Albany,
New York
|
$252K
|
+$19K
|
1
|
0.17%
|
Increased
|
|
|
1202
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$252K
|
-$53.3K
|
1
|
0.02%
|
Reduced
|
|
|
1203
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$251K
|
+$219K
|
1
|
0.07%
|
New
|
|
|
1204
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$250K
|
+$81.9K
|
1
|
0.13%
|
Increased
|
|
|
1205
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$247K
|
+$215K
|
1
|
0.01%
|
New
|
|
|
1206
|
Wealth Architects
Mountain View,
California
|
$247K
|
+$215K
|
1
|
0.06%
|
New
|
|
|
1207
|
Curi RMB Capital
Chicago,
Illinois
|
$246K
|
-$115K
|
1
|
0.01%
|
Reduced
|
|
|
1208
|
Lyell Wealth Management
Menlo Park,
California
|
$245K
|
+$212K
|
1
|
0.04%
|
New
|
|
|
1209
|
American Beacon Advisors
Irving,
Texas
|
$243K
|
-$40.5K
|
1
|
12.68%
|
Reduced
|
|
|
1210
|
Brown Advisory Securities
Baltimore,
Maryland
|
$243K
|
-$47.4K
|
1
|
0.04%
|
Reduced
|
|
|
1211
|
Fox Run Management
Greenwich,
Connecticut
|
$242K
|
-$145K
|
1
|
0.49%
|
Reduced
|
|
|
1212
|
Algert Global
San Francisco,
California
|
$241K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1213
|
Strategic Advisors
New York
|
$241K
|
+$189K
|
1
|
0.07%
|
New
|
|
|
1214
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$240K
|
+$187K
|
1
|
0.1%
|
Increased
|
|
|
1215
|
NWAM LLC
Mercer Island,
Washington
|
$240K
|
+$209K
|
1
|
0.03%
|
New
|
|
|
1216
|
Realta Investment Advisors
Wilmington,
Delaware
|
$240K
|
+$208K
|
1
|
0.07%
|
New
|
|
|
1217
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$240K
|
+$209K
|
1
|
0.09%
|
New
|
|
|
1218
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$238K
|
+$68.5K
|
1
|
0.03%
|
Increased
|
|
|
1219
|
Koshinski Asset Management
Decatur,
Illinois
|
$238K
|
-$8.63K
|
1
|
0.03%
|
Reduced
|
|
|
1220
|
Maryland Capital Management
Towson,
Maryland
|
$237K
|
+$206K
|
1
|
0.02%
|
New
|
|
|
1221
|
Wealthsimple US
Brooklyn,
New York
|
$236K
|
+$206K
|
1
|
0.13%
|
New
|
|
|
1222
|
Ingalls & Snyder LLC
New York
|
$233K
|
+$202K
|
1
|
0.01%
|
New
|
|
|
1223
|
Lake Street Private Wealth
Chicago,
Illinois
|
$233K
|
+$203K
|
1
|
0.07%
|
New
|
|
|
1224
|
Willis Johnson & Associates
Houston,
Texas
|
$233K
|
+$202K
|
1
|
0.04%
|
New
|
|
|
1225
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$232K
|
+$212K
|
1
|
0.12%
|
New
|
|