|
1301
|
Country Club Trust
Kansas City,
Missouri
|
$227K
|
-$41.9K
|
1
|
0.03%
|
Reduced
|
|
|
1302
|
Pettee Investors
Rowayton,
Connecticut
|
$226K
|
-$15.8K
|
1
|
0.22%
|
Reduced
|
|
|
1303
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$225K
|
-$50K
|
1
|
0.09%
|
Reduced
|
|
|
1304
|
Cahill Financial Advisors
Edina,
Minnesota
|
$220K
|
-$790
|
1
|
0.15%
|
Reduced
|
|
|
1305
|
Legacy Private Trust
Neenah,
Wisconsin
|
$220K
|
-$15.8K
|
1
|
0.03%
|
Reduced
|
|
|
1306
|
Bell Bank
Fargo,
North Dakota
|
$218K
|
+$215K
|
1
|
0.13%
|
New
|
|
|
1307
|
Cadence Bank NA
Houston,
Texas
|
$217K
|
+$214K
|
1
|
0.11%
|
New
|
|
|
1308
|
Cue Advisory Services
Phoenix,
Arizona
|
$216K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1309
|
Magnetar Financial
Evanston,
Illinois
|
$216K
|
-$11.1K
|
1
|
0%
|
Reduced
|
|
|
1310
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$214K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1311
|
Engineers Gate Manager
New York
|
$214K
|
-$4.64M
|
1
|
0.02%
|
Reduced
|
|
|
1312
|
NewEdge Advisors
New Orleans,
Louisiana
|
$214K
|
+$210K
|
1
|
0.09%
|
New
|
|
|
1313
|
QCM Cayman
Houston,
Texas
|
$214K
|
+$186K
|
1
|
0.09%
|
New
|
|
|
1314
|
Southport Capital Management
Chattanooga,
Tennessee
|
$213K
|
-$251K
|
1
|
0.12%
|
Reduced
|
|
|
1315
|
SSI Investment Management
Los Angeles,
California
|
$213K
|
+$210K
|
1
|
0.02%
|
New
|
|
|
1316
|
Sterling Global Strategies
Carlsbad,
California
|
$211K
|
+$896
|
1
|
0.8%
|
Increased
|
|
|
1317
|
Raffa Wealth Management
Washington,
District of Columbia
|
$211K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1318
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$210K
|
-$10.3K
|
1
|
0.02%
|
Reduced
|
|
|
1319
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$210K
|
-$71.2K
|
1
|
0.05%
|
Reduced
|
|
|
1320
|
Intersect Capital
San Ramon,
California
|
$209K
|
+$263
|
1
|
0.13%
|
Increased
|
|
|
1321
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$206K
|
+$203K
|
1
|
0.07%
|
New
|
|
|
1322
|
Ronald Blue & Co
Roswell,
Georgia
|
$205K
|
+$202K
|
1
|
0.01%
|
New
|
|
|
1323
|
Occidental Asset Management
Burlingame,
California
|
$204K
|
+$201K
|
1
|
0.18%
|
New
|
|
|
1324
|
WealthPLAN Partners
Omaha,
Nebraska
|
$202K
|
+$389K
|
1
|
0.03%
|
New
|
|
|
1325
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$201K
|
-$57.7K
|
1
|
0.03%
|
Reduced
|
|