|
1201
|
First Nebraska Trust
Lincoln,
Nebraska
|
$337K
|
+$71.9K
|
1
|
0.03%
|
Increased
|
|
|
1202
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$336K
|
+$338K
|
1
|
0.01%
|
New
|
|
|
1203
|
|
$334K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1204
|
Mirabaud & Cie
Geneva,
Switzerland
|
$332K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1205
|
Cherokee Insurance
Sterling Heights,
Michigan
|
$328K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1206
|
Investment Management Associates
Greenwood Village,
Colorado
|
$328K
|
+$329K
|
1
|
0.07%
|
New
|
|
|
1207
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$326K
|
+$207K
|
2
|
0%
|
Increased
|
|
|
1208
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$325K
|
+$348K
|
1
|
0.09%
|
New
|
|
|
1209
|
Matthew Hamilton Rosenberg
|
$325K
|
+$76K
|
4
|
0.06%
|
Increased
|
|
|
1210
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$322K
|
-$5.2K
|
1
|
0%
|
Reduced
|
|
|
1211
|
CVA Family Office
Denver,
Colorado
|
$320K
|
-$43.7K
|
5
|
0.03%
|
Reduced
|
|
|
1212
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$320K
|
+$345K
|
4
|
0.01%
|
New
|
|
|
1213
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$318K
|
+$341K
|
1
|
0.03%
|
New
|
|
|
1214
|
Riversedge Advisors
Wilmington,
Delaware
|
$318K
|
+$267K
|
2
|
0.04%
|
Increased
|
|
|
1215
|
Sirios Capital Management
Boston,
Massachusetts
|
$317K
|
-$2.46M
|
1
|
0.04%
|
Reduced
|
|
|
1216
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$317K
|
-$16.6K
|
1
|
0.05%
|
Reduced
|
|
|
1217
|
Mystic Asset Management
Warwick,
Rhode Island
|
$315K
|
-$418K
|
1
|
0.07%
|
Reduced
|
|
|
1218
|
Cromwell Holdings
Jackson,
Wyoming
|
$315K
|
-$3.81K
|
5
|
0.14%
|
Reduced
|
|
|
1219
|
Legacy Bridge
West Des Moines,
Iowa
|
$311K
|
$0
|
2
|
0.1%
|
Maintained
|
|
|
1220
|
Cooper/Haims Advisors
Victor,
New York
|
$309K
|
-$44K
|
1
|
0.13%
|
Reduced
|
|
|
1221
|
Tran Capital Management
San Rafael,
California
|
$308K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1222
|
Capital Investment Advisors
Atlanta,
Georgia
|
$308K
|
-$27.3K
|
1
|
0%
|
Reduced
|
|
|
1223
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$308K
|
-$63.6K
|
1
|
0.04%
|
Reduced
|
|
|
1224
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$308K
|
+$56.2K
|
1
|
0.04%
|
Increased
|
|
|
1225
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$306K
|
-$1.24M
|
1
|
0.03%
|
Reduced
|
|