|
1001
|
Bartlett & Co
Cincinnati,
Ohio
|
$227K
|
-$6.21K
|
1
|
0.01%
|
Reduced
|
|
|
1002
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$223K
|
-$2.23K
|
1
|
0.16%
|
Reduced
|
|
|
1003
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$223K
|
+$207K
|
1
|
0.06%
|
New
|
|
|
1004
|
Inverness Counsel
New York
|
$222K
|
+$207K
|
1
|
0.01%
|
New
|
|
|
1005
|
Brasada Capital Management
Houston,
Texas
|
$221K
|
+$222K
|
1
|
0.06%
|
New
|
|
|
1006
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$221K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1007
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$221K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1008
|
Provident Wealth Management
Brentwood,
Tennessee
|
$221K
|
+$204K
|
1
|
0.26%
|
New
|
|
|
1009
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$218K
|
+$219K
|
1
|
0.07%
|
New
|
|
|
1010
|
9258 Wealth Management
Blue Ash,
Ohio
|
$218K
|
+$297K
|
1
|
0.08%
|
New
|
|
|
1011
|
WP Advisors
San Francisco,
California
|
$218K
|
+$203K
|
1
|
0.13%
|
New
|
|
|
1012
|
Grace Capital
Quincy,
Massachusetts
|
$215K
|
+$200K
|
1
|
0.17%
|
New
|
|
|
1013
|
Joel Isaacson & Co
New York
|
$215K
|
+$199K
|
1
|
0.03%
|
New
|
|
|
1014
|
Berry Group
Worcester,
Massachusetts
|
$214K
|
+$199K
|
1
|
0.11%
|
New
|
|
|
1015
|
Falcon Point Capital
San Francisco,
California
|
$213K
|
-$533K
|
1
|
2.41%
|
Reduced
|
|
|
1016
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$212K
|
-$735
|
1
|
0.02%
|
Reduced
|
|
|
1017
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$212K
|
+$196K
|
1
|
0.02%
|
New
|
|
|
1018
|
Wolverine Asset Management
Chicago,
Illinois
|
$212K
|
-$89.3K
|
1
|
0%
|
Reduced
|
|
|
1019
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$209K
|
-$29.6K
|
1
|
0.05%
|
Reduced
|
|
|
1020
|
Ziegler Capital Management
Chicago,
Illinois
|
$209K
|
-$1.65M
|
1
|
0.01%
|
Reduced
|
|
|
1021
|
Axiom Investment Management
New York
|
$206K
|
+$190K
|
1
|
0.23%
|
New
|
|
|
1022
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$205K
|
+$227K
|
1
|
0.06%
|
New
|
|
|
1023
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$204K
|
+$189K
|
1
|
0.01%
|
New
|
|
|
1024
|
Quantum Capital Management (California)
San Francisco,
California
|
$204K
|
+$41.9K
|
2
|
0.23%
|
Increased
|
|
|
1025
|
Wealth Advisors
Rancho Santa Fe,
California
|
$203K
|
-$49.7K
|
1
|
0.09%
|
Reduced
|
|