|
651
|
Fort Point Capital Partners
San Francisco,
California
|
$266K
|
-$36.3K
|
1
|
0.17%
|
Reduced
|
|
|
652
|
Intrust Bank
Wichita,
Kansas
|
$265K
|
+$267K
|
1
|
0.09%
|
New
|
|
|
653
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$262K
|
+$231K
|
1
|
0.26%
|
New
|
|
|
654
|
Fulton Bank
Lancaster,
Pennsylvania
|
$256K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
655
|
Grimes & Company
Westborough,
Massachusetts
|
$256K
|
+$227K
|
1
|
0.04%
|
New
|
|
|
656
|
RBF Capital
San Francisco,
California
|
$255K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
657
|
Ronald Blue & Co
Roswell,
Georgia
|
$255K
|
+$226K
|
1
|
0.01%
|
New
|
|
|
658
|
Yorktown Management & Research Company
Forest,
Virginia
|
$255K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
659
|
Swiss Life Asset Management
Zurich,
|
$253K
|
+$255K
|
1
|
0.01%
|
New
|
|
|
660
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$253K
|
+$224K
|
1
|
0.02%
|
New
|
|
|
661
|
Garde Capital
Seattle,
Washington
|
$248K
|
+$219K
|
1
|
0.07%
|
New
|
|
|
662
|
WFG Advisors
Dallas,
Texas
|
$248K
|
-$8.06K
|
1
|
0.07%
|
Reduced
|
|
|
663
|
Wealth Architects
Mountain View,
California
|
$247K
|
+$218K
|
1
|
0.13%
|
New
|
|
|
664
|
Avidian Wealth Enterprises
Houston,
Texas
|
$244K
|
-$176K
|
1
|
0.1%
|
Reduced
|
|
|
665
|
Quantum Capital Management (California)
San Francisco,
California
|
$241K
|
+$8.65K
|
1
|
0.03%
|
Increased
|
|
|
666
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$240K
|
+$212K
|
1
|
0.06%
|
New
|
|
|
667
|
SII Investments
Appleton,
Wisconsin
|
$239K
|
+$211K
|
1
|
0.03%
|
New
|
|
|
668
|
Northeast Investment Management
Boston,
Massachusetts
|
$237K
|
-$110K
|
1
|
0.02%
|
Reduced
|
|
|
669
|
First Foundation Advisors
Irvine,
California
|
$235K
|
+$208K
|
1
|
0.02%
|
New
|
|
|
670
|
Hollencrest Capital Management
Newport Beach,
California
|
$230K
|
+$204K
|
1
|
0.03%
|
New
|
|
|
671
|
Destination Wealth Management
Walnut Creek,
California
|
$229K
|
+$202K
|
1
|
0.02%
|
New
|
|
|
672
|
NorthRock Partners
Minneapolis,
Minnesota
|
$228K
|
+$202K
|
1
|
0.11%
|
New
|
|
|
673
|
Lourd Capital
Beverly Hills,
California
|
$225K
|
+$199K
|
1
|
0.02%
|
New
|
|
|
674
|
Regal Investment Advisors
Kentwood,
Michigan
|
$225K
|
-$13.4K
|
1
|
0.06%
|
Reduced
|
|
|
675
|
Paloma Partners
Greenwich,
Connecticut
|
$224K
|
+$225K
|
1
|
0%
|
New
|
|