|
1851
|
Eastern Bank
Boston,
Massachusetts
|
$222K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1852
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$222K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1853
|
Wealth Effects
Boston,
Massachusetts
|
$221K
|
+$16.6K
|
1
|
0.08%
|
Increased
|
|
|
1854
|
One Wealth Advisors
San Francisco,
California
|
$221K
|
+$202K
|
1
|
0.04%
|
New
|
|
|
1855
|
Peterson Wealth Services
South Ogden,
Utah
|
$221K
|
+$215K
|
1
|
0.09%
|
New
|
|
|
1856
|
Gleason Group
Prospect,
Kentucky
|
$220K
|
-$194K
|
3
|
0.05%
|
Reduced
|
|
|
1857
|
Semus Wealth Partners
Boca Raton,
Florida
|
$218K
|
-$848K
|
1
|
0.18%
|
Reduced
|
|
|
1858
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$218K
|
+$12.8K
|
1
|
0.03%
|
Increased
|
|
|
1859
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$218K
|
+$214K
|
1
|
0.22%
|
New
|
|
|
1860
|
Verus Capital Partners
Scottsdale,
Arizona
|
$216K
|
-$44.4K
|
1
|
0.03%
|
Reduced
|
|
|
1861
|
Freedom Investment Management
Hartford,
Connecticut
|
$216K
|
+$3.97K
|
1
|
0.02%
|
Increased
|
|
|
1862
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$216K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1863
|
First Citizens Financial Corp
Mason City,
Iowa
|
$215K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1864
|
Prelude Capital Management
New York
|
$215K
|
-$194K
|
1
|
0.01%
|
Reduced
|
|
|
1865
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$214K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1866
|
Covestor
London,
United Kingdom
|
$214K
|
+$10.1K
|
7
|
0.15%
|
Increased
|
|
|
1867
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$214K
|
+$210K
|
1
|
0.01%
|
New
|
|
|
1868
|
Carret Asset Management
New York
|
$214K
|
-$73.8K
|
1
|
0.03%
|
Reduced
|
|
|
1869
|
Legacy Capital Group California
Los Gatos,
California
|
$213K
|
+$216K
|
1
|
0.08%
|
New
|
|
|
1870
|
Philip James Wealth Mangement
Milton,
Georgia
|
$213K
|
+$216K
|
1
|
0.16%
|
New
|
|
|
1871
|
Norway Savings Bank
Portland,
Maine
|
$212K
|
-$5.91K
|
1
|
0.09%
|
Reduced
|
|
|
1872
|
Legacy Financial Advisors
Covington,
Kentucky
|
$212K
|
+$215K
|
1
|
0.04%
|
New
|
|
|
1873
|
DeepCurrents Investment Group
New York
|
$212K
|
+$177K
|
1
|
0.01%
|
New
|
|
|
1874
|
Lazari Capital Management
Woodland Hills,
California
|
$211K
|
-$45.1K
|
1
|
0.12%
|
Reduced
|
|
|
1875
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$211K
|
-$65K
|
1
|
0.2%
|
Reduced
|
|