|
1626
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$230K
|
+$222K
|
1
|
0.03%
|
New
|
|
|
1627
|
Rhenman & Partners Asset Management
Stockholm,
Sweden
|
$230K
|
-$50.2K
|
1
|
0.03%
|
Reduced
|
|
|
1628
|
Heron Financial Group
New York
|
$229K
|
+$230K
|
1
|
0.19%
|
New
|
|
|
1629
|
Tradewinds Capital Management
Bellingham,
Washington
|
$229K
|
$0
|
3
|
0.07%
|
Maintained
|
|
|
1630
|
Investment Partners
New Philadelphia,
Ohio
|
$228K
|
-$11.1K
|
1
|
0.15%
|
Reduced
|
|
|
1631
|
Liberty Wealth Management
Oakland,
California
|
$228K
|
+$54.1K
|
4
|
0.18%
|
Increased
|
|
|
1632
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$227K
|
$0
|
1
|
0.63%
|
Maintained
|
|
|
1633
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$227K
|
+$225K
|
8
|
0.02%
|
New
|
|
|
1634
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$226K
|
-$21.5K
|
1
|
0.12%
|
Reduced
|
|
|
1635
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$225K
|
+$224K
|
1
|
0.26%
|
New
|
|
|
1636
|
Wealth Alliance
Mellville,
New York
|
$225K
|
+$214K
|
1
|
0.16%
|
New
|
|
|
1637
|
Magnus Financial Group
New York
|
$224K
|
+$217K
|
1
|
0.03%
|
New
|
|
|
1638
|
Focused Wealth Management
Newburgh,
New York
|
$223K
|
+$140K
|
3
|
0.05%
|
Increased
|
|
|
1639
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$222K
|
+$167
|
1
|
0.05%
|
Increased
|
|
|
1640
|
Todd Asset Management
Louisville,
Kentucky
|
$222K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1641
|
Legacy Wealth Planning
Reno,
Nevada
|
$221K
|
+$214K
|
1
|
0.25%
|
New
|
|
|
1642
|
Mather Group
Chicago,
Illinois
|
$221K
|
+$211K
|
1
|
0.01%
|
New
|
|
|
1643
|
Pegasus Partners
Mequon,
Wisconsin
|
$221K
|
+$213K
|
1
|
0.07%
|
New
|
|
|
1644
|
Corbett Road Capital Management
Mclean,
Virginia
|
$220K
|
+$212K
|
1
|
0.22%
|
New
|
|
|
1645
|
Equitable Holdings
New York
|
$220K
|
+$213K
|
1
|
0.01%
|
New
|
|
|
1646
|
Icon Wealth Partners
Houston,
Texas
|
$220K
|
+$212K
|
1
|
0.07%
|
New
|
|
|
1647
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$220K
|
-$7.36K
|
1
|
0.07%
|
Reduced
|
|
|
1648
|
Bouchey Financial Group
Troy,
New York
|
$219K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1649
|
Claro Advisors
Boston,
Massachusetts
|
$219K
|
+$6.82K
|
1
|
0.17%
|
Increased
|
|
|
1650
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$219K
|
$0
|
1
|
0.06%
|
Maintained
|
|