|
1826
|
Truepoint Inc
Cincinnati,
Ohio
|
$281K
|
+$310K
|
1
|
0.05%
|
New
|
|
|
1827
|
|
$278K
|
+$25.1K
|
1
|
0.04%
|
Increased
|
|
|
1828
|
Van Strum & Towne
San Francisco,
California
|
$278K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1829
|
Concord Asset Management (Illinois)
Chicago,
Illinois
|
$277K
|
+$48.4K
|
1
|
0.1%
|
Increased
|
|
|
1830
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$277K
|
-$14.5K
|
1
|
0.12%
|
Reduced
|
|
|
1831
|
United Asset Strategies
Garden City,
New York
|
$276K
|
-$2.27M
|
1
|
0.12%
|
Reduced
|
|
|
1832
|
Torray Investment Partners
Bethesda,
Maryland
|
$275K
|
-$317K
|
1
|
0.03%
|
Reduced
|
|
|
1833
|
Madison Investment Holdings
Madison,
Wisconsin
|
$274K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1834
|
JMG Financial Group
Downers Grove,
Illinois
|
$272K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1835
|
New York Life Trust
New York
|
$270K
|
-$12.2K
|
2
|
1.12%
|
Reduced
|
|
|
1836
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$270K
|
+$14.5K
|
1
|
0.08%
|
Increased
|
|
|
1837
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$269K
|
-$18K
|
5
|
0.24%
|
Reduced
|
|
|
1838
|
Senvest Management
New York
|
$269K
|
-$1.29M
|
1
|
0.03%
|
Reduced
|
|
|
1839
|
Vigilant Capital Management
Portland,
Maine
|
$269K
|
+$19.5K
|
4
|
0.06%
|
Increased
|
|
|
1840
|
Gary Goldberg Planning Services
Suffern,
New York
|
$268K
|
+$1.33K
|
2
|
0.11%
|
Increased
|
|
|
1841
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$267K
|
+$295K
|
1
|
0.04%
|
New
|
|
|
1842
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$267K
|
+$18K
|
2
|
0.72%
|
Increased
|
|
|
1843
|
Miles Capital
West Des Moines,
Iowa
|
$266K
|
+$258K
|
1
|
0.14%
|
New
|
|
|
1844
|
Champlain Investment Partners
Burlington,
Vermont
|
$264K
|
+$291K
|
1
|
0%
|
New
|
|
|
1845
|
|
$262K
|
+$3.33K
|
2
|
0.11%
|
Increased
|
|
|
1846
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$261K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1847
|
|
$261K
|
-$158K
|
1
|
0.18%
|
Reduced
|
|
|
1848
|
Griffin Asset Management
New York
|
$260K
|
+$264K
|
1
|
0.08%
|
New
|
|
|
1849
|
Westwood Management Corporation
Chicago,
Illinois
|
$260K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1850
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$259K
|
$0
|
1
|
0.12%
|
Maintained
|
|