|
1301
|
Patten & Patten
Chattanooga,
Tennessee
|
$555K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1302
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$555K
|
+$15.3K
|
1
|
0.06%
|
Increased
|
|
|
1303
|
Fort Point Capital Partners
San Francisco,
California
|
$554K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1304
|
Groupama Asset Management
Paris,
France
|
$547K
|
-$385K
|
1
|
0.01%
|
Reduced
|
|
|
1305
|
Optimus Capital Advisors
Coppel,
Texas
|
$545K
|
+$418K
|
1
|
0.29%
|
New
|
|
|
1306
|
Stonebridge Financial Group
San Rafael,
California
|
$543K
|
+$528K
|
2
|
0.08%
|
New
|
|
|
1307
|
Meridian Investment Counsel
Lafayette,
California
|
$541K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1308
|
Forum Financial Management
Lombard,
Illinois
|
$541K
|
+$28.5K
|
2
|
0.01%
|
Increased
|
|
|
1309
|
Essential Partners
Rancho Santa Fe,
California
|
$540K
|
-$814K
|
5
|
0.25%
|
Reduced
|
|
|
1310
|
Victory Financial Group
Austin,
Texas
|
$540K
|
+$248K
|
2
|
0.06%
|
Increased
|
|
|
1311
|
Markin Volterra Fund
Rye,
New York
|
$538K
|
+$431K
|
1
|
0.37%
|
New
|
|
|
1312
|
Shepherd Street Advisors
Larkspur,
California
|
$536K
|
-$26.3K
|
1
|
0.47%
|
Reduced
|
|
|
1313
|
Wealth Architects
Mountain View,
California
|
$535K
|
+$237K
|
2
|
0.04%
|
Increased
|
|
|
1314
|
North Star Investment Management
Chicago,
Illinois
|
$534K
|
+$2.3K
|
4
|
0.03%
|
Increased
|
|
|
1315
|
Aspen Capital Management
Boise,
Idaho
|
$533K
|
-$31.4K
|
1
|
0.12%
|
Reduced
|
|
|
1316
|
Peterson Wealth Services
South Ogden,
Utah
|
$531K
|
-$2.82K
|
1
|
0.12%
|
Reduced
|
|
|
1317
|
Essex Financial Services
Essex,
Connecticut
|
$530K
|
-$72K
|
1
|
0.03%
|
Reduced
|
|
|
1318
|
Fidelis Capital Partners
Tampa,
Florida
|
$528K
|
+$444K
|
2
|
0.03%
|
New
|
|
|
1319
|
Simplicity Wealth
Summit,
New Jersey
|
$525K
|
+$474K
|
2
|
0.02%
|
New
|
|
|
1320
|
Aspiriant LLC
Los Angeles,
California
|
$523K
|
-$3.21K
|
1
|
0.01%
|
Reduced
|
|
|
1321
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$523K
|
+$274K
|
2
|
0.03%
|
Increased
|
|
|
1322
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$523K
|
+$439K
|
2
|
0.1%
|
New
|
|
|
1323
|
Turning Point Benefit Group
Frederick,
Maryland
|
$522K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1324
|
Rockbridge Investment Management
Syracuse,
New York
|
$518K
|
+$438
|
1
|
0.04%
|
Increased
|
|
|
1325
|
Verus Capital Partners
Scottsdale,
Arizona
|
$512K
|
+$162K
|
1
|
0.03%
|
Increased
|
|