|
951
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$245K
|
+$236K
|
1
|
0.02%
|
New
|
|
|
952
|
Lodestar Private Asset Management
Alamo,
California
|
$244K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
953
|
Chapin Davis
Baltimore,
Maryland
|
$244K
|
-$21.1K
|
1
|
0.08%
|
Reduced
|
|
|
954
|
Encompass Wealth Advisors
Portland,
Oregon
|
$244K
|
+$620
|
1
|
0.1%
|
Increased
|
|
|
955
|
Bearing Point Capital
Bloomington,
Minnesota
|
$243K
|
+$235K
|
1
|
0.05%
|
New
|
|
|
956
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$243K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
957
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$242K
|
+$216K
|
2
|
0.01%
|
Increased
|
|
|
958
|
Liberty Wealth Management
Oakland,
California
|
$242K
|
-$4.01K
|
1
|
0.05%
|
Reduced
|
|
|
959
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$241K
|
-$15.3K
|
1
|
0.03%
|
Reduced
|
|
|
960
|
ProVise Management Group
Clearwater,
Florida
|
$241K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
961
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$240K
|
+$232K
|
1
|
0.01%
|
New
|
|
|
962
|
Univest Financial
Souderton,
Pennsylvania
|
$240K
|
+$232K
|
1
|
0.02%
|
New
|
|
|
963
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$238K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
964
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$238K
|
-$19K
|
1
|
0.06%
|
Reduced
|
|
|
965
|
Tradewinds LLC
Raleigh,
North Carolina
|
$237K
|
+$229K
|
1
|
0.07%
|
New
|
|
|
966
|
Hilltop Holdings
Dallas,
Texas
|
$237K
|
+$5.09K
|
1
|
0.01%
|
Increased
|
|
|
967
|
GSB Wealth Management
Guilford,
Connecticut
|
$236K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
968
|
Marcum Wealth
Cleveland,
Ohio
|
$236K
|
-$914
|
1
|
0.02%
|
Reduced
|
|
|
969
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$235K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
970
|
Traveka Wealth
Los Altos,
California
|
$235K
|
+$3.46K
|
1
|
0.13%
|
Increased
|
|
|
971
|
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
$233K
|
+$60.7K
|
2
|
0.02%
|
Increased
|
|
|
972
|
McDonald Partners
Cleveland,
Ohio
|
$233K
|
+$131
|
1
|
0.06%
|
Increased
|
|
|
973
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$232K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
974
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$232K
|
-$4.9K
|
1
|
0.01%
|
Reduced
|
|
|
975
|
Capital Group Private Client Services
Los Angeles,
California
|
$231K
|
+$223K
|
1
|
0%
|
New
|
|