|
2726
|
AJ Wealth Strategies
New York
|
$225K
|
+$237K
|
1
|
0.04%
|
New
|
|
|
2727
|
|
$225K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2728
|
Gill Capital Partners
Denver,
Colorado
|
$225K
|
+$213K
|
1
|
0.16%
|
New
|
|
|
2729
|
Lipe & Dalton
Syracuse,
New York
|
$224K
|
+$13.7K
|
1
|
0.18%
|
Increased
|
|
|
2730
|
Amarillo National Bank
Amarillo,
Texas
|
$223K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2731
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$223K
|
+$33.5K
|
3
|
0.16%
|
Increased
|
|
|
2732
|
Virginia National Bank
Charlottesville,
Virginia
|
$223K
|
-$275K
|
1
|
0.16%
|
Reduced
|
|
|
2733
|
AllSquare Wealth Management
Albany,
New York
|
$222K
|
+$10.6K
|
3
|
0.18%
|
Increased
|
|
|
2734
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$222K
|
-$16.4K
|
1
|
0.33%
|
Reduced
|
|
|
2735
|
Piershale Financial Group
Barrington,
Illinois
|
$222K
|
+$46
|
1
|
0.13%
|
Increased
|
|
|
2736
|
Planning Alternatives
Birmingham,
Michigan
|
$221K
|
-$19.2K
|
1
|
0.05%
|
Reduced
|
|
|
2737
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$219K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2738
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$217K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2739
|
Barber Financial Group
Lenexa,
Kansas
|
$217K
|
-$15.2K
|
1
|
0.05%
|
Reduced
|
|
|
2740
|
Day & Ennis
Macon,
Georgia
|
$217K
|
-$1.24K
|
1
|
0.14%
|
Reduced
|
|
|
2741
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$217K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2742
|
Carlson Capital Management
Northfield,
Minnesota
|
$216K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2743
|
Fondren Management
Houston,
Texas
|
$216K
|
-$245K
|
1
|
0.28%
|
Reduced
|
|
|
2744
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$216K
|
+$92
|
1
|
0.04%
|
Increased
|
|
|
2745
|
Avity Investment Management
Greenwich,
Connecticut
|
$214K
|
+$212K
|
1
|
0.03%
|
New
|
|
|
2746
|
Visionary Asset Management
Houston,
Texas
|
$213K
|
-$424K
|
1
|
0.08%
|
Reduced
|
|
|
2747
|
Cheviot Value Management
Beverly Hills,
California
|
$211K
|
+$223K
|
1
|
0.11%
|
New
|
|
|
2748
|
Lyons Wealth Management
Winter Park,
Florida
|
$211K
|
-$18.3K
|
1
|
0.69%
|
Reduced
|
|
|
2749
|
Violich Capital Management
San Francisco,
California
|
$211K
|
-$209K
|
1
|
0.06%
|
Reduced
|
|
|
2750
|
Brickley Wealth Management
San Mateo,
California
|
$210K
|
$0
|
1
|
0.1%
|
Maintained
|
|