|
1026
|
Whelan Financial
Fresno,
California
|
$237K
|
+$218K
|
1
|
0.22%
|
New
|
|
|
1027
|
Comerica Securities
Detroit,
Michigan
|
$236K
|
-$25.9K
|
1
|
0.02%
|
Reduced
|
|
|
1028
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$236K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1029
|
Level Four Financial
Dallas,
Texas
|
$236K
|
+$216K
|
1
|
0.1%
|
New
|
|
|
1030
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$236K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1031
|
Bell Bank
Fargo,
North Dakota
|
$235K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1032
|
AssetMark Inc
Concord,
California
|
$234K
|
+$65.3K
|
3
|
0%
|
Increased
|
|
|
1033
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$234K
|
+$198K
|
1
|
0.09%
|
New
|
|
|
1034
|
TCTC Holdings
Dallas,
Texas
|
$234K
|
+$747
|
3
|
0.01%
|
Increased
|
|
|
1035
|
BigSur Wealth Management
Miami,
Florida
|
$233K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1036
|
Brown Brothers Harriman & Co
New York
|
$232K
|
$0
|
3
|
0%
|
Maintained
|
|
|
1037
|
People's United Financial
Bridgeport,
Connecticut
|
$232K
|
+$213K
|
1
|
0.01%
|
New
|
|
|
1038
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$232K
|
-$651
|
1
|
0.05%
|
Reduced
|
|
|
1039
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$230K
|
-$45.6K
|
2
|
0%
|
Reduced
|
|
|
1040
|
Ballentine Partners
Waltham,
Massachusetts
|
$229K
|
+$7.45K
|
1
|
0.01%
|
Increased
|
|
|
1041
|
KCM Investment Advisors
Greenbrae,
California
|
$229K
|
+$210K
|
1
|
0.01%
|
New
|
|
|
1042
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$228K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1043
|
Axiom Investment Management
New York
|
$226K
|
-$79K
|
1
|
0.23%
|
Reduced
|
|
|
1044
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$226K
|
-$92.4K
|
1
|
0.03%
|
Reduced
|
|
|
1045
|
NovaPoint Capital
Atlanta,
Georgia
|
$226K
|
+$246K
|
1
|
0.09%
|
New
|
|
|
1046
|
Quest Capital Management
Dallas,
Texas
|
$226K
|
-$376
|
1
|
0.04%
|
Reduced
|
|
|
1047
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$225K
|
+$47.6K
|
1
|
0.02%
|
Increased
|
|
|
1048
|
L.J. Altfest & Co
New York
|
$225K
|
-$3.23K
|
1
|
0.05%
|
Reduced
|
|
|
1049
|
Kalos Management
Alpharetta,
Georgia
|
$224K
|
+$201K
|
1
|
0.06%
|
New
|
|
|
1050
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$224K
|
+$206K
|
1
|
0.08%
|
New
|
|