|
1051
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
$252K
|
+$263K
|
1
|
0.08%
|
New
|
|
|
1052
|
FAS Wealth Partners
Leawood,
Kansas
|
$251K
|
+$1.97K
|
1
|
0.02%
|
Increased
|
|
|
1053
|
NBT Bank
Norwich,
New York
|
$251K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1054
|
Perennial Advisors
New York
|
$251K
|
+$292K
|
1
|
0.07%
|
New
|
|
|
1055
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$251K
|
+$292K
|
1
|
0.01%
|
New
|
|
|
1056
|
9258 Wealth Management
Blue Ash,
Ohio
|
$250K
|
-$51.5K
|
1
|
0.06%
|
Reduced
|
|
|
1057
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$250K
|
-$13.6K
|
1
|
0.1%
|
Reduced
|
|
|
1058
|
Liberty Capital Management
Birmingham,
Michigan
|
$250K
|
+$265K
|
1
|
0.07%
|
New
|
|
|
1059
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$249K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1060
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$249K
|
-$7.74K
|
4
|
0.07%
|
Reduced
|
|
|
1061
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$248K
|
+$52.6K
|
2
|
0.02%
|
Increased
|
|
|
1062
|
Caption Management
Oklahoma City,
Oklahoma
|
$248K
|
+$178K
|
2
|
0%
|
Increased
|
|
|
1063
|
Wealthspire Advisors (New York)
New York
|
$248K
|
+$40.9K
|
1
|
0.01%
|
Increased
|
|
|
1064
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$246K
|
-$6.24K
|
1
|
0.08%
|
Reduced
|
|
|
1065
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$245K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1066
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$245K
|
+$255K
|
1
|
0.01%
|
New
|
|
|
1067
|
Howland Capital Management
Boston,
Massachusetts
|
$244K
|
+$1.89K
|
1
|
0.01%
|
Increased
|
|
|
1068
|
Inspire Investing
Meridian,
Idaho
|
$244K
|
+$269K
|
1
|
0.03%
|
New
|
|
|
1069
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$243K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1070
|
Shilanski & Associates
Anchorage,
Alaska
|
$243K
|
+$11.2K
|
1
|
0.1%
|
Increased
|
|
|
1071
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$243K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1072
|
Winslow Asset Management
Beachwood,
Ohio
|
$243K
|
-$7.71K
|
1
|
0.04%
|
Reduced
|
|
|
1073
|
Pavion Blue Capital
Newport Beach,
California
|
$242K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1074
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$241K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1075
|
Pin Oak Investment Advisors
Houston,
Texas
|
$241K
|
-$6.93K
|
1
|
0.24%
|
Reduced
|
|