|
2051
|
OneAscent Family Office
Birmingham,
Alabama
|
$667K
|
+$116K
|
1
|
0.34%
|
Increased
|
|
|
2052
|
ABS Direct Equity Fund
Stamford,
Connecticut
|
$664K
|
+$46.4K
|
1
|
0.42%
|
New
|
|
|
2053
|
ABS Investment Management
Greenwich,
Connecticut
|
$664K
|
+$46.4K
|
1
|
0.42%
|
New
|
|
|
2054
|
Chokshi & Queen Wealth Advisors
San Diego,
California
|
$664K
|
+$473K
|
1
|
0.31%
|
New
|
|
|
2055
|
Pilgrim Partners Asia
Singapore
|
$664K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
2056
|
Viewpoint Capital Management
Seattle,
Washington
|
$664K
|
$0
|
1
|
0.34%
|
Maintained
|
|
|
2057
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$664K
|
-$2.73K
|
1
|
0.04%
|
Reduced
|
|
|
2058
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$664K
|
+$28K
|
1
|
0.04%
|
Increased
|
|
|
2059
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$662K
|
+$12.5K
|
4
|
0.09%
|
Increased
|
|
|
2060
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$661K
|
+$122K
|
1
|
0.01%
|
Increased
|
|
|
2061
|
Elyxium Wealth
San Mateo,
California
|
$661K
|
+$470K
|
1
|
0.07%
|
New
|
|
|
2062
|
Fiduciary Financial Group
San Rafael,
California
|
$660K
|
+$3.46K
|
1
|
0.07%
|
Increased
|
|
|
2063
|
Waterfront Wealth
Overland Park,
Kansas
|
$660K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2064
|
Avidian Wealth Enterprises
Houston,
Texas
|
$658K
|
+$88.2K
|
1
|
0.02%
|
Increased
|
|
|
2065
|
Curated Wealth Partners
El Segundo,
California
|
$657K
|
+$52.3K
|
2
|
0.08%
|
Increased
|
|
|
2066
|
Uniting Wealth Partners
Mission,
Kansas
|
$657K
|
-$9.6K
|
2
|
0.13%
|
Reduced
|
|
|
2067
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$656K
|
+$468K
|
1
|
0.12%
|
New
|
|
|
2068
|
|
$656K
|
+$767K
|
1
|
0.04%
|
New
|
|
|
2069
|
Wealth Science Advisors
Alpharetta,
Georgia
|
$655K
|
+$467K
|
1
|
0.29%
|
New
|
|
|
2070
|
TCI Wealth Advisors
Tucson,
Arizona
|
$655K
|
+$26.2K
|
1
|
0.03%
|
Increased
|
|
|
2071
|
Financial Engines Advisors
Santa Clara,
California
|
$654K
|
+$61.9K
|
1
|
0%
|
Increased
|
|
|
2072
|
Essential Partners
Rancho Santa Fe,
California
|
$652K
|
-$2.1M
|
8
|
0.3%
|
Reduced
|
|
|
2073
|
S&CO Inc
Boston,
Massachusetts
|
$651K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2074
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$647K
|
-$35.3K
|
1
|
2.01%
|
Reduced
|
|
|
2075
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$647K
|
+$131K
|
2
|
0.13%
|
Increased
|
|