|
1401
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$258K
|
-$3.77K
|
1
|
0.03%
|
Reduced
|
|
|
1402
|
Conning Inc
Hartford,
Connecticut
|
$258K
|
-$6.22M
|
1
|
0.01%
|
Reduced
|
|
|
1403
|
Lodestar Private Asset Management
Alamo,
California
|
$258K
|
+$249K
|
1
|
0.05%
|
New
|
|
|
1404
|
Watershed Asset Management
San Francisco,
California
|
$257K
|
+$12.6K
|
1
|
0.31%
|
Increased
|
|
|
1405
|
Becker Capital Management
Portland,
Oregon
|
$256K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1406
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$256K
|
-$1.13K
|
1
|
0.06%
|
Reduced
|
|
|
1407
|
Investment Partners
New Philadelphia,
Ohio
|
$255K
|
+$90
|
1
|
0.13%
|
Increased
|
|
|
1408
|
OneAscent Financial Services
Birmingham,
Alabama
|
$255K
|
+$246K
|
1
|
0.1%
|
New
|
|
|
1409
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$253K
|
-$22.4K
|
1
|
0.06%
|
Reduced
|
|
|
1410
|
D'Orazio & Associates
Falls Church,
Virginia
|
$253K
|
+$244K
|
1
|
0.07%
|
New
|
|
|
1411
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$253K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1412
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$252K
|
+$244K
|
1
|
0.07%
|
New
|
|
|
1413
|
Simmons Bank
Pine Bluff,
Arkansas
|
$252K
|
-$37.6K
|
1
|
0.02%
|
Reduced
|
|
|
1414
|
RWA Wealth Partners
Newton,
Massachusetts
|
$251K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1415
|
Elevation Wealth Partners
Santa Rosa,
California
|
$250K
|
+$236K
|
2
|
0.23%
|
New
|
|
|
1416
|
First Bank & Trust
Brookings,
South Dakota
|
$250K
|
-$21.7K
|
1
|
0.07%
|
Reduced
|
|
|
1417
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$250K
|
-$264K
|
2
|
0.17%
|
Reduced
|
|
|
1418
|
Avior Wealth Management
Omaha,
Nebraska
|
$249K
|
+$217K
|
2
|
0.02%
|
Increased
|
|
|
1419
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$248K
|
+$239K
|
1
|
0.31%
|
New
|
|
|
1420
|
First Command Bank
Fort Worth,
Texas
|
$248K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1421
|
First Command Financial Services
Fort Worth,
Texas
|
$248K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1422
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$247K
|
+$238K
|
1
|
0.46%
|
New
|
|
|
1423
|
Liberty Wealth Management
Oakland,
California
|
$247K
|
+$240K
|
1
|
0.05%
|
New
|
|
|
1424
|
FMB Wealth Management
Westlake Village,
California
|
$245K
|
+$237K
|
1
|
0.29%
|
New
|
|
|
1425
|
Dearborn Partners
Chicago,
Illinois
|
$244K
|
+$236K
|
1
|
0.01%
|
New
|
|