|
1101
|
BigSur Wealth Management
Miami,
Florida
|
$227K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1102
|
Capital Impact Advisors
Boston,
Massachusetts
|
$227K
|
+$276K
|
1
|
0.16%
|
New
|
|
|
1103
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$227K
|
+$236K
|
1
|
0.04%
|
New
|
|
|
1104
|
KEB Asset Management
Springfield,
Illinois
|
$226K
|
+$236K
|
1
|
0.14%
|
New
|
|
|
1105
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$224K
|
+$234K
|
1
|
0.18%
|
New
|
|
|
1106
|
S.C. Financial Services
Scottsdale,
Arizona
|
$224K
|
+$207K
|
1
|
0.26%
|
New
|
|
|
1107
|
Graypoint LLC
Albany,
New York
|
$223K
|
-$15.3K
|
1
|
0.02%
|
Reduced
|
|
|
1108
|
Trek Financial
Scottsdale,
Arizona
|
$223K
|
+$22.1K
|
1
|
0.02%
|
Increased
|
|
|
1109
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$223K
|
-$72.9K
|
1
|
0.12%
|
Reduced
|
|
|
1110
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$222K
|
-$20.8K
|
1
|
0.08%
|
Reduced
|
|
|
1111
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$222K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1112
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$218K
|
-$179K
|
1
|
0.02%
|
Reduced
|
|
|
1113
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$218K
|
+$2.5K
|
1
|
0.07%
|
Increased
|
|
|
1114
|
Roundview Capital
Princeton,
New Jersey
|
$218K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1115
|
Tiedemann Advisors
New York
|
$218K
|
-$18.6K
|
1
|
0.01%
|
Reduced
|
|
|
1116
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$218K
|
+$222
|
1
|
0.07%
|
Increased
|
|
|
1117
|
Bull Street Advisors
Savannah,
Georgia
|
$217K
|
-$4.56K
|
1
|
0.1%
|
Reduced
|
|
|
1118
|
Citizens Financial Group
Providence,
Rhode Island
|
$217K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1119
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$216K
|
-$22.7K
|
1
|
0.02%
|
Reduced
|
|
|
1120
|
L.J. Altfest & Co
New York
|
$216K
|
-$3.08K
|
1
|
0.04%
|
Reduced
|
|
|
1121
|
Univest Financial
Souderton,
Pennsylvania
|
$216K
|
-$15K
|
1
|
0.06%
|
Reduced
|
|
|
1122
|
Cohen Capital Management
Corte Madera,
California
|
$215K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1123
|
Quest Capital Management
Dallas,
Texas
|
$215K
|
-$5.33K
|
1
|
0.04%
|
Reduced
|
|
|
1124
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$214K
|
-$16.6K
|
1
|
0.01%
|
Reduced
|
|
|
1125
|
Intrust Bank
Wichita,
Kansas
|
$214K
|
+$196K
|
1
|
0.03%
|
New
|
|