|
1101
|
Morningstar Investment Services
Chicago,
Illinois
|
$248K
|
-$10.5K
|
1
|
0%
|
Reduced
|
|
|
1102
|
Pin Oak Investment Advisors
Houston,
Texas
|
$247K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
1103
|
|
$246K
|
-$2.56M
|
1
|
0.01%
|
Reduced
|
|
|
1104
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$246K
|
+$330K
|
2
|
0.07%
|
New
|
|
|
1105
|
First Bancorp
Damariscotta,
Maine
|
$245K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1106
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$245K
|
+$304K
|
1
|
0.1%
|
New
|
|
|
1107
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$245K
|
+$233K
|
1
|
0.14%
|
New
|
|
|
1108
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$245K
|
-$36.6K
|
1
|
0.09%
|
Reduced
|
|
|
1109
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$244K
|
+$232K
|
1
|
0.02%
|
New
|
|
|
1110
|
First Horizon Advisors
Memphis,
Tennessee
|
$243K
|
-$23.1K
|
3
|
0.01%
|
Reduced
|
|
|
1111
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$242K
|
+$230K
|
1
|
0.02%
|
New
|
|
|
1112
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$241K
|
+$229K
|
1
|
0%
|
New
|
|
|
1113
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$240K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1114
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$240K
|
+$229K
|
1
|
0.03%
|
New
|
|
|
1115
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$240K
|
-$4.16K
|
1
|
0.07%
|
Reduced
|
|
|
1116
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$239K
|
-$33
|
1
|
0.11%
|
Reduced
|
|
|
1117
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$239K
|
+$228K
|
1
|
0.07%
|
New
|
|
|
1118
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$237K
|
-$96.2K
|
1
|
0.02%
|
Reduced
|
|
|
1119
|
|
$237K
|
-$361K
|
1
|
0.04%
|
Reduced
|
|
|
1120
|
VELA Investment Management
New Albany,
Ohio
|
$236K
|
+$301K
|
1
|
0.12%
|
New
|
|
|
1121
|
Inspire Investing
Meridian,
Idaho
|
$236K
|
+$173K
|
1
|
0.03%
|
Increased
|
|
|
1122
|
Formidable Asset Management
Cincinnati,
Ohio
|
$236K
|
+$225K
|
1
|
0.05%
|
New
|
|
|
1123
|
Horizons Wealth Management
Asheville,
North Carolina
|
$235K
|
-$14K
|
1
|
0.19%
|
Reduced
|
|
|
1124
|
Ballentine Partners
Waltham,
Massachusetts
|
$235K
|
-$150K
|
1
|
0.01%
|
Reduced
|
|
|
1125
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$234K
|
+$223K
|
1
|
0.12%
|
New
|
|