|
851
|
|
$610K
|
-$1.58M
|
1
|
0.07%
|
Reduced
|
|
|
852
|
Forum Financial Management
Lombard,
Illinois
|
$610K
|
+$284K
|
1
|
0.02%
|
New
|
|
|
853
|
Allworth Financial
Folsom,
California
|
$609K
|
+$39.9K
|
3
|
0.01%
|
Increased
|
|
|
854
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$606K
|
+$52.3K
|
1
|
0.02%
|
Increased
|
|
|
855
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$597K
|
-$6.76K
|
2
|
0.08%
|
Reduced
|
|
|
856
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$597K
|
+$18.7K
|
1
|
0.07%
|
Increased
|
|
|
857
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$594K
|
+$25.1K
|
1
|
0.03%
|
Increased
|
|
|
858
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$587K
|
-$157K
|
2
|
0%
|
Reduced
|
|
|
859
|
Westport Asset Management
Southport,
Connecticut
|
$585K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
860
|
CreativeOne Wealth
Overland Park,
Kansas
|
$584K
|
+$32.5K
|
2
|
0.03%
|
Increased
|
|
|
861
|
KCM Investment Advisors
Greenbrae,
California
|
$584K
|
+$7.72K
|
1
|
0.02%
|
Increased
|
|
|
862
|
Bremer Bank National Association
St Paul,
Minnesota
|
$580K
|
-$7.15K
|
1
|
0.1%
|
Reduced
|
|
|
863
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$580K
|
-$385K
|
2
|
0.05%
|
Reduced
|
|
|
864
|
Investment House LLC
Redondo Beach,
California
|
$576K
|
-$55.5K
|
1
|
0.04%
|
Reduced
|
|
|
865
|
Clarius Group LLC
Seattle,
Washington
|
$573K
|
+$64K
|
2
|
0.05%
|
Increased
|
|
|
866
|
Aries Wealth Management
Portland,
Maine
|
$571K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
867
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$571K
|
+$129K
|
2
|
0.09%
|
Increased
|
|
|
868
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$565K
|
-$430K
|
1
|
0.04%
|
Reduced
|
|
|
869
|
SlateStone Wealth
Jupiter,
Florida
|
$565K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
870
|
Belpointe Asset Management
Reno,
Nevada
|
$561K
|
-$86.3K
|
2
|
0.03%
|
Reduced
|
|
|
871
|
YorkBridge Wealth Partners
New York
|
$558K
|
-$11.5K
|
1
|
0.13%
|
Reduced
|
|
|
872
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$557K
|
-$475K
|
2
|
0.03%
|
Reduced
|
|
|
873
|
SONA Asset Management (US)
New York
|
$555K
|
+$554K
|
1
|
0.29%
|
New
|
|
|
874
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$553K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
875
|
Roundview Capital
Princeton,
New Jersey
|
$551K
|
+$45.7K
|
1
|
0.05%
|
Increased
|
|
