|
1201
|
RMR Capital Management
Tustin,
California
|
$402K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
1202
|
Ascent Group
Virginia Beach,
Virginia
|
$401K
|
-$248K
|
1
|
0.01%
|
Reduced
|
|
|
1203
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$398K
|
-$63K
|
1
|
0.22%
|
Reduced
|
|
|
1204
|
Choate Investment Advisors
Boston,
Massachusetts
|
$395K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1205
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$395K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1206
|
Colonial River Investments
Midlothian,
Virginia
|
$395K
|
-$119K
|
1
|
0.11%
|
Reduced
|
|
|
1207
|
Axiom Financial Strategies
New Albany,
Indiana
|
$395K
|
+$15.3K
|
1
|
0.12%
|
Increased
|
|
|
1208
|
Pure Financial Advisors
San Diego,
California
|
$394K
|
+$1.59K
|
1
|
0.01%
|
Increased
|
|
|
1209
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$389K
|
+$92.8K
|
1
|
0.01%
|
Increased
|
|
|
1210
|
Belpointe Asset Management
Reno,
Nevada
|
$387K
|
+$8.1K
|
1
|
0.01%
|
Increased
|
|
|
1211
|
World Investment Advisors
Santa Barbara,
California
|
$383K
|
-$445K
|
1
|
0.01%
|
Reduced
|
|
|
1212
|
Ballast Inc
Lexington,
Kentucky
|
$382K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1213
|
First Financial Bankshares
Abilene,
Texas
|
$382K
|
-$31.9K
|
1
|
0.01%
|
Reduced
|
|
|
1214
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$380K
|
+$3.08K
|
1
|
0.01%
|
Increased
|
|
|
1215
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$379K
|
-$19.5K
|
3
|
0.09%
|
Reduced
|
|
|
1216
|
Wellington Shields & Co
New York
|
$379K
|
+$402K
|
1
|
0.08%
|
New
|
|
|
1217
|
Qsemble Capital Management
New York
|
$378K
|
-$5.23M
|
1
|
0.05%
|
Reduced
|
|
|
1218
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$378K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1219
|
Alpha Family Trust
Los Angeles,
California
|
$377K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1220
|
Collaborative Fund Advisors
Reno,
Nevada
|
$376K
|
+$141K
|
1
|
0.22%
|
Increased
|
|
|
1221
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$373K
|
+$448
|
1
|
0.08%
|
Increased
|
|
|
1222
|
Winslow Asset Management
Beachwood,
Ohio
|
$372K
|
+$17.9K
|
1
|
0.06%
|
Increased
|
|
|
1223
|
Geneos Wealth Management
Englewood,
Colorado
|
$371K
|
-$247K
|
8
|
0.01%
|
Reduced
|
|
|
1224
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$370K
|
-$28.3K
|
1
|
0.01%
|
Reduced
|
|
|
1225
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$368K
|
+$406K
|
2
|
0%
|
Increased
|
|