|
1026
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$263K
|
-$1.95K
|
1
|
0.09%
|
Reduced
|
|
|
1027
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$263K
|
+$366
|
1
|
0.02%
|
Increased
|
|
|
1028
|
Optimum Investment Advisors
Chicago,
Illinois
|
$263K
|
-$42.6K
|
2
|
0.13%
|
Reduced
|
|
|
1029
|
First Financial Bankshares
Abilene,
Texas
|
$262K
|
+$271K
|
1
|
0.01%
|
New
|
|
|
1030
|
Traveka Wealth
Los Altos,
California
|
$262K
|
+$271K
|
1
|
0.13%
|
New
|
|
|
1031
|
ProVise Management Group
Clearwater,
Florida
|
$262K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1032
|
Icon Wealth Advisors
Houston,
Texas
|
$261K
|
+$256K
|
2
|
0.03%
|
New
|
|
|
1033
|
Glassman Wealth Services
Vienna,
Virginia
|
$260K
|
-$767
|
3
|
0.04%
|
Reduced
|
|
|
1034
|
Brighton Jones LLC
Seattle,
Washington
|
$259K
|
+$268K
|
1
|
0.01%
|
New
|
|
|
1035
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$259K
|
-$529K
|
1
|
0.04%
|
Reduced
|
|
|
1036
|
First United Bank & Trust
Oakland,
Maryland
|
$259K
|
+$247K
|
2
|
0.1%
|
New
|
|
|
1037
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$259K
|
-$77.8K
|
1
|
0.02%
|
Reduced
|
|
|
1038
|
Encompass Wealth Advisors
Portland,
Oregon
|
$258K
|
-$75.8K
|
1
|
0.08%
|
Reduced
|
|
|
1039
|
PDS Planning
Dublin,
Ohio
|
$258K
|
-$14.5K
|
1
|
0.03%
|
Reduced
|
|
|
1040
|
Advisory Alpha
Holland,
Michigan
|
$258K
|
+$22.4K
|
1
|
0.01%
|
Increased
|
|
|
1041
|
Keystone Wealth Services
Palm Desert,
California
|
$256K
|
-$9.78K
|
1
|
0.09%
|
Reduced
|
|
|
1042
|
Estabrook Capital Management
New York
|
$256K
|
-$7.32K
|
3
|
0.04%
|
Reduced
|
|
|
1043
|
Bridges Investment Management
Omaha,
Nebraska
|
$254K
|
-$47.6K
|
1
|
0.01%
|
Reduced
|
|
|
1044
|
United Asset Strategies
Garden City,
New York
|
$253K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1045
|
Marcum Wealth
Cleveland,
Ohio
|
$253K
|
-$8.83K
|
1
|
0.03%
|
Reduced
|
|
|
1046
|
Caldwell Trust
Venice,
Florida
|
$250K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1047
|
Pin Oak Investment Advisors
Houston,
Texas
|
$250K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
1048
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$250K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1049
|
Naples Money Management
Naples,
Florida
|
$249K
|
+$257K
|
2
|
0.23%
|
New
|
|
|
1050
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$248K
|
+$73
|
1
|
0.07%
|
Increased
|
|