|
1501
|
Summit X LLC
Chesterfield,
Missouri
|
$278K
|
+$244K
|
1
|
0.1%
|
New
|
|
|
1502
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$275K
|
+$242K
|
1
|
0.15%
|
New
|
|
|
1503
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$274K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1504
|
Curtis Advisory Group
Santa Barbara,
California
|
$274K
|
+$241K
|
1
|
0.2%
|
New
|
|
|
1505
|
Next Capital Management
New York
|
$274K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1506
|
Boston Research & Management
Manchester,
Massachusetts
|
$269K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1507
|
Indie Asset Partners
Carmel,
Indiana
|
$269K
|
+$203K
|
1
|
0.34%
|
New
|
|
|
1508
|
ALPS Advisors
Denver,
Colorado
|
$268K
|
-$26K
|
1
|
0%
|
Reduced
|
|
|
1509
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$268K
|
+$236K
|
1
|
0.03%
|
New
|
|
|
1510
|
|
$268K
|
+$802
|
1
|
0%
|
Increased
|
|
|
1511
|
Scholtz & Company
Stamford,
Connecticut
|
$266K
|
+$234K
|
1
|
0.13%
|
New
|
|
|
1512
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$265K
|
+$232K
|
1
|
0.06%
|
New
|
|
|
1513
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$264K
|
+$232K
|
1
|
0.04%
|
New
|
|
|
1514
|
Private Capital Group
West Hartford,
Connecticut
|
$263K
|
-$4.25K
|
2
|
0.06%
|
Reduced
|
|
|
1515
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$262K
|
+$230K
|
1
|
0.01%
|
New
|
|
|
1516
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$261K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1517
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$261K
|
+$203K
|
1
|
0.15%
|
Increased
|
|
|
1518
|
Kore Private Wealth
New York
|
$260K
|
-$19.6K
|
1
|
0.05%
|
Reduced
|
|
|
1519
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$260K
|
+$228K
|
1
|
0.02%
|
New
|
|
|
1520
|
Client 1st Advisory Group
Dunedin,
Florida
|
$259K
|
+$224K
|
1
|
0.21%
|
New
|
|
|
1521
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$258K
|
+$227K
|
1
|
0.07%
|
New
|
|
|
1522
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$256K
|
-$12.9K
|
1
|
0.09%
|
Reduced
|
|
|
1523
|
Legacy Private Trust
Neenah,
Wisconsin
|
$256K
|
+$225K
|
1
|
0.03%
|
New
|
|
|
1524
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$256K
|
+$225K
|
1
|
0.15%
|
New
|
|
|
1525
|
Abacus Planning Group
Columbia,
South Carolina
|
$255K
|
-$96.2K
|
1
|
0.1%
|
Reduced
|
|