|
2101
|
Verity & Verity
Beaufort,
South Carolina
|
$311K
|
+$5.31K
|
1
|
0.07%
|
Increased
|
|
|
2102
|
Ruffer LLP
London,
United Kingdom
|
$309K
|
-$220K
|
1
|
0.01%
|
Reduced
|
|
|
2103
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$309K
|
+$255K
|
1
|
0.23%
|
New
|
|
|
2104
|
United Capital Management of KS
Salina,
Kansas
|
$309K
|
+$255K
|
1
|
0.16%
|
New
|
|
|
2105
|
West Paces Advisors
Atlanta,
Georgia
|
$309K
|
-$21.8K
|
3
|
0.16%
|
Reduced
|
|
|
2106
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$308K
|
+$106K
|
1
|
0.31%
|
Increased
|
|
|
2107
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$307K
|
+$254K
|
1
|
0.13%
|
New
|
|
|
2108
|
Bouchey Financial Group
Troy,
New York
|
$305K
|
+$251K
|
1
|
0.06%
|
New
|
|
|
2109
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$305K
|
+$312K
|
1
|
0.12%
|
New
|
|
|
2110
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$305K
|
-$444K
|
1
|
0.1%
|
Reduced
|
|
|
2111
|
First Personal Financial Services
Charlotte,
North Carolina
|
$304K
|
-$6.38K
|
2
|
0.1%
|
Reduced
|
|
|
2112
|
R.H. Dinel Investment Counsel
Los Angeles,
California
|
$304K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
2113
|
Arrow Financial
Glens Falls,
New York
|
$303K
|
-$112K
|
2
|
0.06%
|
Reduced
|
|
|
2114
|
Gould Asset Management
Claremont,
California
|
$303K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2115
|
Great Diamond Partners
Portland,
Maine
|
$303K
|
+$291K
|
1
|
0.11%
|
New
|
|
|
2116
|
Lucia Wealth Services
San Diego,
California
|
$303K
|
+$289K
|
2
|
0.07%
|
New
|
|
|
2117
|
Chicago Trust
Grayslake,
Illinois
|
$302K
|
+$250K
|
1
|
0.13%
|
New
|
|
|
2118
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$300K
|
+$248K
|
1
|
0.22%
|
New
|
|
|
2119
|
Ascension Asset Management
New York
|
$300K
|
+$248K
|
1
|
0.24%
|
New
|
|
|
2120
|
Fulcrum Asset Management
London,
United Kingdom
|
$300K
|
-$1.55M
|
0
|
–
|
Closed
|
|
|
2121
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$300K
|
+$248K
|
1
|
0.44%
|
New
|
|
|
2122
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$298K
|
-$20.7K
|
5
|
0.09%
|
Reduced
|
|
|
2123
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$297K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2124
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$297K
|
-$31.9K
|
1
|
0.16%
|
Reduced
|
|
|
2125
|
Winch Advisory Services
Appleton,
Wisconsin
|
$297K
|
+$27.7K
|
3
|
0.13%
|
Increased
|
|