|
1701
|
Sand Hill Global Advisors
Palo Alto,
California
|
$206K
|
+$155K
|
1
|
0.02%
|
New
|
|
|
1702
|
Elite Wealth Management
Kirkland,
Washington
|
$205K
|
+$154K
|
1
|
0.06%
|
New
|
|
|
1703
|
Grassi Investment Management
Santa Clara,
California
|
$205K
|
-$1.17M
|
1
|
0.03%
|
Reduced
|
|
|
1704
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$204K
|
+$153K
|
1
|
0.09%
|
New
|
|
|
1705
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$203K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1706
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$203K
|
+$153K
|
1
|
0.04%
|
New
|
|
|
1707
|
TD Capital Management
Memphis,
Tennessee
|
$203K
|
-$1K
|
2
|
0.03%
|
Reduced
|
|
|
1708
|
Viridian RIA
Bothell,
Washington
|
$203K
|
+$153K
|
1
|
0.07%
|
New
|
|
|
1709
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$202K
|
+$152K
|
1
|
0%
|
New
|
|
|
1710
|
Madrona Financial Services
Everett,
Washington
|
$202K
|
+$152K
|
1
|
0.14%
|
New
|
|
|
1711
|
Valley Wealth Managers
Paramus,
New Jersey
|
$202K
|
+$179K
|
1
|
0.02%
|
New
|
|
|
1712
|
Vista Capital Partners
Portland,
Oregon
|
$202K
|
+$152K
|
1
|
0.04%
|
New
|
|
|
1713
|
Curtis Advisory Group
Santa Barbara,
California
|
$201K
|
+$151K
|
1
|
0.14%
|
New
|
|
|
1714
|
Old Port Advisors
Portland,
Maine
|
$201K
|
+$178K
|
1
|
0.11%
|
New
|
|
|
1715
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$201K
|
+$151K
|
1
|
0.06%
|
New
|
|
|
1716
|
Weld Capital Management
New York
|
$198K
|
+$182K
|
1
|
0.08%
|
New
|
|
|
1717
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$195K
|
+$152K
|
5
|
0.07%
|
New
|
|
|
1718
|
Archer Investment Corporation
Carmel,
Indiana
|
$195K
|
+$1.87K
|
2
|
0.11%
|
Increased
|
|
|
1719
|
Pacifica Partners
Surrey,
Canada
|
$193K
|
-$28.4K
|
1
|
0.21%
|
Reduced
|
|
|
1720
|
Regal Wealth Group
Seal Beach,
California
|
$193K
|
$0
|
2
|
0.16%
|
Maintained
|
|
|
1721
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$192K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
1722
|
Red Door Wealth Management
Memphis,
Tennessee
|
$191K
|
+$32.5K
|
1
|
0.14%
|
Increased
|
|
|
1723
|
Boston Financial Management
Boston,
Massachusetts
|
$189K
|
+$142K
|
1
|
0.01%
|
New
|
|
|
1724
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$189K
|
-$6.1K
|
3
|
0.04%
|
Reduced
|
|
|
1725
|
SRH Advisors
Salina,
Kansas
|
$189K
|
$0
|
1
|
0.47%
|
Maintained
|
|