|
1501
|
Procyon Advisors
Shelton,
Connecticut
|
$206K
|
+$180K
|
1
|
0.01%
|
New
|
|
|
1502
|
Summit Securities Group
New York
|
$206K
|
-$117K
|
3
|
0.03%
|
Reduced
|
|
|
1503
|
Spinnaker Trust
Portland,
Maine
|
$205K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1504
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$205K
|
-$12.2K
|
1
|
0.01%
|
Reduced
|
|
|
1505
|
FAI Advisors
Farmington Hills,
Michigan
|
$204K
|
+$188K
|
1
|
0.09%
|
New
|
|
|
1506
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$204K
|
+$188K
|
1
|
0.01%
|
New
|
|
|
1507
|
Guidance Capital
Lousville,
Kentucky
|
$203K
|
-$1M
|
1
|
0.05%
|
Reduced
|
|
|
1508
|
Synergy Asset Management
Vancouver,
Washington
|
$203K
|
+$187K
|
1
|
0.02%
|
New
|
|
|
1509
|
Journey Strategic Wealth
Summit,
New Jersey
|
$202K
|
+$176K
|
1
|
0.01%
|
New
|
|
|
1510
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$202K
|
+$510
|
1
|
0.01%
|
Increased
|
|
|
1511
|
Wealth Architects
Mountain View,
California
|
$202K
|
+$186K
|
1
|
0.02%
|
New
|
|
|
1512
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$200K
|
+$185K
|
1
|
0.05%
|
New
|
|
|
1513
|
Carnegie Lake Advisors
Princeton,
New Jersey
|
$200K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1514
|
Global Assets Advisory
Orlando,
Florida
|
$197K
|
+$182K
|
2
|
0.06%
|
New
|
|
|
1515
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$197K
|
-$608K
|
3
|
0.01%
|
Reduced
|
|
|
1516
|
Oakworth Capital
Birmingham,
Alabama
|
$194K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1517
|
NKCFO LLC
Geneva,
Illinois
|
$191K
|
+$72.3K
|
2
|
0.06%
|
Increased
|
|
|
1518
|
Tripletail Wealth Management
Orlando,
Florida
|
$191K
|
-$3.81K
|
1
|
0.26%
|
Reduced
|
|
|
1519
|
MSA Advisors
Santa Monica,
California
|
$185K
|
+$171K
|
1
|
0.06%
|
New
|
|
|
1520
|
Corient IA
Miami,
Florida
|
$184K
|
+$170K
|
1
|
0.17%
|
New
|
|
|
1521
|
Hollencrest Capital Management
Newport Beach,
California
|
$183K
|
+$45.5K
|
4
|
0.01%
|
Increased
|
|
|
1522
|
Mangrove Partners
Greenwich,
Connecticut
|
$181K
|
+$94.9K
|
1
|
0.01%
|
Increased
|
|
|
1523
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$176K
|
+$107K
|
1
|
0%
|
Increased
|
|
|
1524
|
Magnetar Financial
Evanston,
Illinois
|
$175K
|
+$49.1K
|
1
|
0%
|
Increased
|
|
|
1525
|
Ballast Advisors
Woodbury,
Minnesota
|
$171K
|
+$159K
|
1
|
0.05%
|
New
|
|