|
1051
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$263K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1052
|
J.W. Cole Advisors
Tampa,
Florida
|
$263K
|
-$211K
|
1
|
0.01%
|
Reduced
|
|
|
1053
|
Ariadne Wealth Management
Santa Barbara,
California
|
$263K
|
+$234K
|
1
|
0.14%
|
New
|
|
|
1054
|
Douglas Lane & Associates
New York
|
$262K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1055
|
Eastern Bank
Boston,
Massachusetts
|
$262K
|
+$247K
|
2
|
0%
|
New
|
|
|
1056
|
Peninsula Wealth
San Francisco,
California
|
$262K
|
+$1.64K
|
1
|
0.05%
|
Increased
|
|
|
1057
|
Smith Group Asset Management
Dallas,
Texas
|
$262K
|
+$260K
|
1
|
0.02%
|
New
|
|
|
1058
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$261K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1059
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$260K
|
-$4.78K
|
1
|
0.12%
|
Reduced
|
|
|
1060
|
Equitable Trust
Nashville,
Tennessee
|
$259K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1061
|
Wulff, Hansen & Co
San Rafael,
California
|
$259K
|
+$29K
|
1
|
0.23%
|
Increased
|
|
|
1062
|
Essex Financial Services
Essex,
Connecticut
|
$257K
|
+$22.8K
|
1
|
0.02%
|
Increased
|
|
|
1063
|
Clear Creek Financial Management
Silverdale,
Washington
|
$255K
|
-$15.4K
|
1
|
0.03%
|
Reduced
|
|
|
1064
|
MGO One Seven
Beachwood,
Ohio
|
$254K
|
+$245K
|
1
|
0.01%
|
New
|
|
|
1065
|
Winton Group
London,
United Kingdom
|
$254K
|
+$237K
|
1
|
0.02%
|
New
|
|
|
1066
|
Aspire Private Capital
Cornelius,
North Carolina
|
$252K
|
+$40.1K
|
2
|
0.06%
|
Increased
|
|
|
1067
|
|
$251K
|
-$6.1K
|
3
|
0.03%
|
Reduced
|
|
|
1068
|
Peak Asset Management
Louisville,
Colorado
|
$250K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1069
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$250K
|
+$233K
|
1
|
0.19%
|
New
|
|
|
1070
|
Powell Investment Advisors
Miami,
Florida
|
$249K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1071
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$249K
|
+$233K
|
1
|
0.11%
|
New
|
|
|
1072
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$249K
|
-$1.66K
|
1
|
0.03%
|
Reduced
|
|
|
1073
|
Canton Hathaway
Providence,
Rhode Island
|
$248K
|
+$57.3K
|
1
|
0.06%
|
Increased
|
|
|
1074
|
Avantax Planning Partners
Dubuque,
Iowa
|
$248K
|
-$7.97K
|
1
|
0.01%
|
Reduced
|
|
|
1075
|
Rockland Trust
Hanover,
Massachusetts
|
$246K
|
$0
|
1
|
0.01%
|
Maintained
|
|