|
1801
|
Well Done LLC
Holland,
Michigan
|
$325K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1802
|
Aspiriant LLC
Los Angeles,
California
|
$324K
|
+$267K
|
1
|
0.03%
|
New
|
|
|
1803
|
Axiom Financial Strategies
New Albany,
Indiana
|
$324K
|
+$267K
|
1
|
0.19%
|
New
|
|
|
1804
|
Lynch & Associates
Newburgh,
Indiana
|
$323K
|
+$267K
|
1
|
0.1%
|
New
|
|
|
1805
|
Fayez Sarofim & Co
Houston,
Texas
|
$322K
|
+$266K
|
1
|
0%
|
New
|
|
|
1806
|
Morse Asset Management
Darien,
Connecticut
|
$322K
|
-$1.39M
|
1
|
0.1%
|
Reduced
|
|
|
1807
|
MV Capital Management
Bethesda,
Maryland
|
$322K
|
-$177K
|
1
|
0.07%
|
Reduced
|
|
|
1808
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$322K
|
+$266K
|
1
|
0.11%
|
New
|
|
|
1809
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$321K
|
+$24.4K
|
1
|
0.19%
|
Increased
|
|
|
1810
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$320K
|
+$264K
|
1
|
0.05%
|
New
|
|
|
1811
|
Gemmer Asset Management
Walnut Creek,
California
|
$319K
|
-$278K
|
2
|
0.06%
|
Reduced
|
|
|
1812
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$318K
|
+$52.8K
|
1
|
0.2%
|
Increased
|
|
|
1813
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$318K
|
+$263K
|
1
|
0.06%
|
New
|
|
|
1814
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$318K
|
+$262K
|
1
|
0.09%
|
New
|
|
|
1815
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$317K
|
-$4.78K
|
1
|
0.07%
|
Reduced
|
|
|
1816
|
Cornerstone Capital
Palo Alto,
California
|
$317K
|
-$99.2K
|
1
|
0.05%
|
Reduced
|
|
|
1817
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$317K
|
+$262K
|
1
|
0.18%
|
New
|
|
|
1818
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$317K
|
-$1.78M
|
1
|
0.25%
|
Reduced
|
|
|
1819
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$315K
|
+$260K
|
1
|
0.11%
|
New
|
|
|
1820
|
Destination Wealth Management
Walnut Creek,
California
|
$315K
|
+$260K
|
1
|
0.02%
|
New
|
|
|
1821
|
Capital Square
Chattanooga,
Tennessee
|
$314K
|
-$27.6K
|
1
|
0.33%
|
Reduced
|
|
|
1822
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$314K
|
-$56K
|
1
|
0.13%
|
Reduced
|
|
|
1823
|
Beaton Management Company
Haverhill,
Massachusetts
|
$311K
|
+$257K
|
1
|
0.26%
|
New
|
|
|
1824
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$311K
|
+$30.1K
|
1
|
0.16%
|
Increased
|
|
|
1825
|
Verity & Verity
Beaufort,
South Carolina
|
$311K
|
+$5.31K
|
1
|
0.07%
|
Increased
|
|