|
1101
|
R.M. Davis Inc
Portland,
Maine
|
$225K
|
+$229
|
1
|
0%
|
Increased
|
|
|
1102
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$225K
|
+$209K
|
1
|
0.01%
|
New
|
|
|
1103
|
Drive Wealth Management
Lehi,
Utah
|
$225K
|
-$554
|
1
|
0.06%
|
Reduced
|
|
|
1104
|
|
$225K
|
-$19.1K
|
1
|
0.11%
|
Reduced
|
|
|
1105
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$225K
|
+$217K
|
1
|
0.04%
|
New
|
|
|
1106
|
Personal CFO Solutions
Chester,
New Jersey
|
$224K
|
+$4.95K
|
1
|
0.03%
|
Increased
|
|
|
1107
|
Vise Technologies
New York
|
$223K
|
+$208K
|
1
|
0.03%
|
New
|
|
|
1108
|
IMPACTfolio
Denver,
Colorado
|
$220K
|
+$1.36K
|
1
|
0.11%
|
Increased
|
|
|
1109
|
Sivia Capital Partners
Mill Valley,
California
|
$219K
|
+$212K
|
1
|
0.13%
|
New
|
|
|
1110
|
Covenant Partners
Nashville,
Tennessee
|
$218K
|
+$211K
|
1
|
0.06%
|
New
|
|
|
1111
|
Gill Capital Partners
Denver,
Colorado
|
$217K
|
+$804
|
1
|
0.08%
|
Increased
|
|
|
1112
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$216K
|
+$382
|
1
|
0.01%
|
Increased
|
|
|
1113
|
Palumbo Wealth Management
Great Neck,
New York
|
$215K
|
+$18K
|
1
|
0.08%
|
Increased
|
|
|
1114
|
Callan Capital
La Jolla,
California
|
$214K
|
+$13.2K
|
1
|
0.02%
|
Increased
|
|
|
1115
|
Baxter Bros Inc
Riverside,
Connecticut
|
$214K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1116
|
First Financial Bankshares
Abilene,
Texas
|
$213K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1117
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$213K
|
+$196K
|
1
|
0.06%
|
New
|
|
|
1118
|
Frontier Capital Management
Boston,
Massachusetts
|
$213K
|
-$2.59M
|
1
|
0%
|
Reduced
|
|
|
1119
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$212K
|
+$195K
|
1
|
0.01%
|
New
|
|
|
1120
|
Ironwood Investment Management
Boston,
Massachusetts
|
$212K
|
-$8.06K
|
1
|
0.1%
|
Reduced
|
|
|
1121
|
D'Orazio & Associates
Falls Church,
Virginia
|
$212K
|
+$2.77K
|
1
|
0.03%
|
Increased
|
|
|
1122
|
Sunflower Bank
Dallas,
Texas
|
$210K
|
+$197K
|
1
|
0.06%
|
New
|
|
|
1123
|
Peterson Wealth Services
South Ogden,
Utah
|
$209K
|
-$520K
|
1
|
0.07%
|
Reduced
|
|
|
1124
|
Mather Group
Chicago,
Illinois
|
$209K
|
-$655K
|
3
|
0%
|
Reduced
|
|
|
1125
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$209K
|
+$195K
|
1
|
0%
|
New
|
|