|
2226
|
Petrus Trust Company
Dallas,
Texas
|
$305K
|
+$263K
|
1
|
0.03%
|
New
|
|
|
2227
|
Global Endowment Management
Charlotte,
North Carolina
|
$304K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2228
|
Pacific Capital Wealth Advisors
Corona,
California
|
$304K
|
+$6.41K
|
2
|
0.18%
|
Increased
|
|
|
2229
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$303K
|
+$290K
|
1
|
0.78%
|
New
|
|
|
2230
|
Gateway Advisory
Westfield,
New Jersey
|
$302K
|
+$47.3K
|
1
|
0.07%
|
Increased
|
|
|
2231
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$301K
|
-$23.6K
|
1
|
0.05%
|
Reduced
|
|
|
2232
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$301K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2233
|
|
$300K
|
+$287K
|
1
|
0.11%
|
New
|
|
|
2234
|
CFM Wealth Partners
Austin,
Texas
|
$299K
|
-$175K
|
1
|
0.11%
|
Reduced
|
|
|
2235
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$297K
|
+$1.77K
|
1
|
1.27%
|
Increased
|
|
|
2236
|
SSI Investment Management
Los Angeles,
California
|
$297K
|
-$7.28K
|
1
|
0.03%
|
Reduced
|
|
|
2237
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$295K
|
+$283K
|
1
|
0.01%
|
New
|
|
|
2238
|
Financial Management Professionals
Austin,
Texas
|
$295K
|
+$72.8K
|
4
|
0.11%
|
Increased
|
|
|
2239
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$295K
|
+$282K
|
1
|
0.14%
|
New
|
|
|
2240
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$294K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2241
|
Tarbox Family Office
Newport Beach,
California
|
$293K
|
+$11.8K
|
7
|
0.07%
|
Increased
|
|
|
2242
|
Virtue Capital Management
Brentwood,
Tennessee
|
$293K
|
-$73.6K
|
1
|
0.07%
|
Reduced
|
|
|
2243
|
Elmwood Wealth Management
Berkeley,
California
|
$292K
|
$0
|
2
|
0.24%
|
Maintained
|
|
|
2244
|
Herald Investment Management
London,
United Kingdom
|
$292K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2245
|
Independence Advisors
Wayne,
Pennsylvania
|
$292K
|
+$3.42K
|
1
|
0.06%
|
Increased
|
|
|
2246
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$290K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2247
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$290K
|
-$1.2K
|
5
|
0.11%
|
Reduced
|
|
|
2248
|
1776 Wealth
Atlanta,
Georgia
|
$288K
|
-$73.4K
|
1
|
0.21%
|
Reduced
|
|
|
2249
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$287K
|
+$275K
|
1
|
0.03%
|
New
|
|
|
2250
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$286K
|
$0
|
6
|
0.34%
|
Maintained
|
|