|
1301
|
|
$310K
|
+$323K
|
1
|
0.13%
|
New
|
|
|
1302
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$309K
|
+$304K
|
1
|
0.08%
|
New
|
|
|
1303
|
Altavista Wealth Management
Asheville,
North Carolina
|
$309K
|
-$36.4K
|
1
|
0.13%
|
Reduced
|
|
|
1304
|
Bison Wealth
Atlanta,
Georgia
|
$308K
|
+$6.15K
|
1
|
0.23%
|
Increased
|
|
|
1305
|
Capital City Trust
Tallahassee,
Florida
|
$306K
|
-$58.1K
|
1
|
0.12%
|
Reduced
|
|
|
1306
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$305K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1307
|
FNY Managed Accounts
New York
|
$304K
|
+$262K
|
3
|
0.28%
|
Increased
|
|
|
1308
|
Fort Point Capital Partners
San Francisco,
California
|
$303K
|
+$297K
|
1
|
0.14%
|
New
|
|
|
1309
|
American National Registered Investment Advisor
Galveston,
Texas
|
$302K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1310
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$301K
|
+$67.3K
|
1
|
0.05%
|
Increased
|
|
|
1311
|
Citizens Financial Group
Providence,
Rhode Island
|
$301K
|
-$7.23K
|
3
|
0.02%
|
Reduced
|
|
|
1312
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$300K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
1313
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$299K
|
+$310K
|
1
|
0.26%
|
New
|
|
|
1314
|
SignatureFD
Atlanta,
Georgia
|
$297K
|
+$292K
|
1
|
0.04%
|
New
|
|
|
1315
|
Alpha Windward
Westwood,
Massachusetts
|
$295K
|
-$27.8K
|
1
|
0.18%
|
Reduced
|
|
|
1316
|
Jabre Capital Partners
Geneva,
Switzerland
|
$295K
|
+$311K
|
1
|
0.06%
|
New
|
|
|
1317
|
LVW Advisors
Pittsford,
New York
|
$295K
|
-$10.1K
|
1
|
0.09%
|
Reduced
|
|
|
1318
|
Asset Dedication LLC
San Francisco,
California
|
$294K
|
+$197K
|
1
|
0.12%
|
Increased
|
|
|
1319
|
Sequoia Financial Advisors
Akron,
Ohio
|
$292K
|
+$21.9K
|
1
|
0.03%
|
Increased
|
|
|
1320
|
Clearstead Advisors
Cleveland,
Ohio
|
$289K
|
-$65.1K
|
1
|
0.04%
|
Reduced
|
|
|
1321
|
Symons Capital Management
Pittsburgh,
Pennsylvania
|
$289K
|
+$300K
|
1
|
0.08%
|
New
|
|
|
1322
|
First Personal Financial Services
Charlotte,
North Carolina
|
$288K
|
-$7.04K
|
2
|
0.06%
|
Reduced
|
|
|
1323
|
One Capital Management
Westlake Village,
California
|
$286K
|
+$19.5K
|
1
|
0.06%
|
Increased
|
|
|
1324
|
Point View Wealth Management
Summit,
New Jersey
|
$285K
|
-$34.7K
|
1
|
0.14%
|
Reduced
|
|
|
1325
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$285K
|
-$23K
|
2
|
0.14%
|
Reduced
|
|