|
3151
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$286K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3152
|
Whelan Financial
Fresno,
California
|
$286K
|
+$301K
|
1
|
0.2%
|
New
|
|
|
3153
|
Crestone Asset Management
Boulder,
Colorado
|
$285K
|
-$52.8K
|
1
|
0.07%
|
Reduced
|
|
|
3154
|
Formula Growth
Montreal,
Quebec, Canada
|
$285K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
3155
|
Cribstone Capital Management
Augusta,
Maine
|
$284K
|
+$161
|
3
|
0.18%
|
Increased
|
|
|
3156
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$284K
|
-$82.9K
|
1
|
0.07%
|
Reduced
|
|
|
3157
|
Collective Family Office
York,
Pennsylvania
|
$283K
|
+$420
|
1
|
0.14%
|
Increased
|
|
|
3158
|
Opus Capital Group
Cincinnati,
Ohio
|
$283K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
3159
|
Financial Network Wealth Management
Draper,
Utah
|
$282K
|
+$9.8K
|
1
|
0.18%
|
Increased
|
|
|
3160
|
Solidarity Wealth
Lehi,
Utah
|
$281K
|
+$98.6K
|
1
|
0.16%
|
Increased
|
|
|
3161
|
Advisors Management Group
La Crosse,
Wisconsin
|
$280K
|
+$295K
|
1
|
0.11%
|
New
|
|
|
3162
|
Allen Investment Management
New York
|
$280K
|
$0
|
1
|
0%
|
Maintained
|
|
|
3163
|
Blue Square Asset Management
New York
|
$280K
|
-$2.45M
|
1
|
0.19%
|
Reduced
|
|
|
3164
|
TruWealth Advisors
Metairie,
Louisiana
|
$280K
|
+$30.2K
|
1
|
0.03%
|
Increased
|
|
|
3165
|
Litman Gregory Wealth Management
Larkspur,
California
|
$279K
|
-$314K
|
1
|
0.04%
|
Reduced
|
|
|
3166
|
McAlister Sweet & Associates
Houston,
Texas
|
$279K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
3167
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$279K
|
+$37.7K
|
3
|
0.13%
|
Increased
|
|
|
3168
|
Todd Asset Management
Louisville,
Kentucky
|
$279K
|
-$29.8K
|
1
|
0.01%
|
Reduced
|
|
|
3169
|
Verity & Verity
Beaufort,
South Carolina
|
$279K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
3170
|
ACT Capital Management
Wayne,
Pennsylvania
|
$278K
|
-$253K
|
1
|
0.38%
|
Reduced
|
|
|
3171
|
Simplify Asset Management
Las Vegas,
Nevada
|
$278K
|
-$7.54K
|
1
|
0.03%
|
Reduced
|
|
|
3172
|
Brown Capital Management
Baltimore,
Maryland
|
$276K
|
$0
|
1
|
0%
|
Maintained
|
|
|
3173
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$276K
|
+$1.4K
|
1
|
0.17%
|
Increased
|
|
|
3174
|
Objective Capital Management
Pepper Pike,
Ohio
|
$276K
|
+$13.1K
|
1
|
0.29%
|
Increased
|
|
|
3175
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$275K
|
$0
|
1
|
0.05%
|
Maintained
|
|