|
1301
|
Cadence Bank NA
Houston,
Texas
|
$245K
|
+$236K
|
1
|
0.1%
|
New
|
|
|
1302
|
MONECO Advisors
Fairfield,
Connecticut
|
$243K
|
+$234K
|
1
|
0.2%
|
New
|
|
|
1303
|
Evolution Wealth Advisors
Aventura,
Florida
|
$240K
|
-$26.8K
|
1
|
0.1%
|
Reduced
|
|
|
1304
|
CCG Wealth Management
San Diego,
California
|
$239K
|
+$230K
|
1
|
0.17%
|
New
|
|
|
1305
|
Joel Isaacson & Co
New York
|
$239K
|
+$230K
|
1
|
0.03%
|
New
|
|
|
1306
|
FCG Advisors
Chatham,
New Jersey
|
$238K
|
+$230K
|
1
|
0.08%
|
New
|
|
|
1307
|
Auxier Asset Management
Aurora,
Oregon
|
$237K
|
+$228K
|
1
|
0.05%
|
New
|
|
|
1308
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$237K
|
-$131K
|
1
|
0.01%
|
Reduced
|
|
|
1309
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$237K
|
+$228K
|
1
|
0.08%
|
New
|
|
|
1310
|
Legacy Private Trust
Neenah,
Wisconsin
|
$237K
|
+$228K
|
1
|
0.03%
|
New
|
|
|
1311
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$234K
|
+$225K
|
1
|
0.01%
|
New
|
|
|
1312
|
Tiedemann Advisors
New York
|
$233K
|
-$30.2K
|
1
|
0.01%
|
Reduced
|
|
|
1313
|
Meridian Wealth Advisors
Austin,
Texas
|
$232K
|
+$215K
|
1
|
0.16%
|
New
|
|
|
1314
|
Cypress Wealth Services
Palm Desert,
California
|
$231K
|
+$222K
|
1
|
0.07%
|
New
|
|
|
1315
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$230K
|
-$149K
|
1
|
0.32%
|
Reduced
|
|
|
1316
|
Holocene Advisors
New York
|
$229K
|
-$1.27M
|
1
|
0%
|
Reduced
|
|
|
1317
|
J.W. Burns & Co
Dewitt,
New York
|
$229K
|
+$220K
|
1
|
0.05%
|
New
|
|
|
1318
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$228K
|
-$73.2K
|
1
|
0.07%
|
Reduced
|
|
|
1319
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$228K
|
+$7.62K
|
1
|
0.09%
|
Increased
|
|
|
1320
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$228K
|
-$56.4K
|
1
|
0.02%
|
Reduced
|
|
|
1321
|
|
$228K
|
-$370K
|
1
|
0.12%
|
Reduced
|
|
|
1322
|
Bray Capital Advisors
Naples,
Florida
|
$227K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1323
|
Harvest Capital Management
Concord,
New Hampshire
|
$227K
|
+$219K
|
1
|
0.07%
|
New
|
|
|
1324
|
JOYN Advisors
Atlanta,
Georgia
|
$227K
|
+$241K
|
1
|
0.05%
|
New
|
|
|
1325
|
Lucia Wealth Services
San Diego,
California
|
$226K
|
-$12.9K
|
1
|
0.08%
|
Reduced
|
|