|
1026
|
West Branch Capital
Amherst,
Massachusetts
|
$330K
|
-$33.6K
|
1
|
0.23%
|
Reduced
|
|
|
1027
|
Private Vista
Chicago,
Illinois
|
$328K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1028
|
Advisors Preferred
Rockville,
Maryland
|
$325K
|
+$304K
|
1
|
0.09%
|
New
|
|
|
1029
|
Probity Advisors
Dallas,
Texas
|
$324K
|
-$3.73K
|
1
|
0.1%
|
Reduced
|
|
|
1030
|
|
$324K
|
+$290K
|
2
|
0%
|
New
|
|
|
1031
|
|
$323K
|
+$277K
|
1
|
0.02%
|
New
|
|
|
1032
|
Cambridge Trust
Cambridge,
Massachusetts
|
$319K
|
+$3.02K
|
1
|
0.02%
|
Increased
|
|
|
1033
|
Riverview Trust Company
Vancouver,
Washington
|
$319K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1034
|
Altavista Wealth Management
Asheville,
North Carolina
|
$318K
|
+$35.5K
|
1
|
0.09%
|
Increased
|
|
|
1035
|
Calton & Associates
Tampa,
Florida
|
$318K
|
+$43.9K
|
1
|
0.06%
|
Increased
|
|
|
1036
|
NorthRock Partners
Minneapolis,
Minnesota
|
$318K
|
-$335K
|
1
|
0.03%
|
Reduced
|
|
|
1037
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$317K
|
-$22.6K
|
1
|
0.06%
|
Reduced
|
|
|
1038
|
Creative Financial Designs
Kokomo,
Indiana
|
$317K
|
+$2.93K
|
1
|
0.14%
|
Increased
|
|
|
1039
|
Fayez Sarofim & Co
Houston,
Texas
|
$312K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1040
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$312K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1041
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$310K
|
+$290K
|
1
|
0.07%
|
New
|
|
|
1042
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$309K
|
+$289K
|
1
|
0.14%
|
New
|
|
|
1043
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$308K
|
$0
|
2
|
0.25%
|
Maintained
|
|
|
1044
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$308K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1045
|
King Wealth Management Group
Naples,
Florida
|
$308K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1046
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$308K
|
-$31K
|
2
|
0.09%
|
Reduced
|
|
|
1047
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$307K
|
+$288K
|
1
|
0.02%
|
New
|
|
|
1048
|
Insight Wealth Strategies
San Ramon,
California
|
$306K
|
+$287K
|
1
|
0.06%
|
New
|
|
|
1049
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$305K
|
-$21K
|
1
|
0.09%
|
Reduced
|
|
|
1050
|
ExodusPoint Capital Management
New York
|
$304K
|
-$3.24M
|
1
|
0.01%
|
Reduced
|
|