|
901
|
Appleton Partners
Boston,
Massachusetts
|
$319K
|
-$9.7K
|
1
|
0.03%
|
Reduced
|
|
|
902
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$319K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
903
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$319K
|
+$4.07K
|
1
|
0.09%
|
Increased
|
|
|
904
|
Alpha Cubed Investments
Irvine,
California
|
$318K
|
-$1.86K
|
1
|
0.02%
|
Reduced
|
|
|
905
|
Focused Wealth Management
Newburgh,
New York
|
$317K
|
-$318
|
4
|
0.06%
|
Reduced
|
|
|
906
|
Dupont Capital Management
Wilmington,
Delaware
|
$316K
|
-$923K
|
1
|
0.02%
|
Reduced
|
|
|
907
|
Silvercrest Asset Management
New York
|
$316K
|
-$15.7K
|
1
|
0%
|
Reduced
|
|
|
908
|
Fulton Bank
Lancaster,
Pennsylvania
|
$312K
|
+$31.3K
|
1
|
0.02%
|
Increased
|
|
|
909
|
NWAM LLC
Mercer Island,
Washington
|
$310K
|
+$12.3K
|
1
|
0.03%
|
Increased
|
|
|
910
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$310K
|
-$122K
|
4
|
0.03%
|
Reduced
|
|
|
911
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$309K
|
+$56.1K
|
1
|
0.1%
|
Increased
|
|
|
912
|
Gainplan
Bloomfield Hills,
Michigan
|
$308K
|
+$273K
|
1
|
0.2%
|
New
|
|
|
913
|
BSW Wealth Partners
Boulder,
Colorado
|
$307K
|
-$9.9K
|
1
|
0.06%
|
Reduced
|
|
|
914
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$306K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
915
|
Penbrook Management
New York
|
$306K
|
-$36.4K
|
1
|
0.23%
|
Reduced
|
|
|
916
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$305K
|
-$244K
|
4
|
0.04%
|
Reduced
|
|
|
917
|
Capital Impact Advisors
Boston,
Massachusetts
|
$304K
|
-$574K
|
1
|
0.37%
|
Reduced
|
|
|
918
|
Cercano Management
Bellevue,
Washington
|
$303K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
919
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$302K
|
+$216K
|
1
|
0.02%
|
New
|
|
|
920
|
Echo Street Capital Management
New York
|
$302K
|
-$947K
|
1
|
0%
|
Reduced
|
|
|
921
|
Watershed Asset Management
San Francisco,
California
|
$302K
|
+$27.8K
|
1
|
0.37%
|
Increased
|
|
|
922
|
|
$302K
|
-$68.5K
|
1
|
0.25%
|
Reduced
|
|
|
923
|
Ellsworth Advisors
Hudson,
Ohio
|
$298K
|
+$14.9K
|
1
|
0.11%
|
Increased
|
|
|
924
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$298K
|
+$70.8K
|
1
|
0.06%
|
Increased
|
|
|
925
|
Peak Asset Management
Louisville,
Colorado
|
$297K
|
+$711
|
1
|
0.07%
|
Increased
|
|
