|
1201
|
GW & Wade
Wellesley,
Massachusetts
|
$275K
|
-$9.22K
|
1
|
0.01%
|
Reduced
|
|
|
1202
|
Homrich & Berg
Atlanta,
Georgia
|
$275K
|
-$8.94K
|
1
|
0.01%
|
Reduced
|
|
|
1203
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$274K
|
-$2.02K
|
1
|
0.23%
|
Reduced
|
|
|
1204
|
Investors Financial Group
Plymouth,
Minnesota
|
$273K
|
+$15.7K
|
1
|
0.15%
|
Increased
|
|
|
1205
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$272K
|
+$267K
|
1
|
0%
|
New
|
|
|
1206
|
Sonata Capital Group
Seattle,
Washington
|
$272K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1207
|
Weld Capital Management
New York
|
$271K
|
-$406K
|
1
|
0.27%
|
Reduced
|
|
|
1208
|
Mutual Advisors
Omaha,
Nebraska
|
$270K
|
+$51.2K
|
1
|
0.02%
|
Increased
|
|
|
1209
|
Collective Family Office
York,
Pennsylvania
|
$269K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1210
|
Crossvault Capital Management
San Antonio,
Texas
|
$269K
|
+$246K
|
1
|
0.08%
|
New
|
|
|
1211
|
Clarus Group
Houston,
Texas
|
$267K
|
+$251K
|
1
|
0.2%
|
New
|
|
|
1212
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$267K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1213
|
1ST Source Bank
South Bend,
Indiana
|
$266K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1214
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$266K
|
-$721
|
1
|
0.11%
|
Reduced
|
|
|
1215
|
Merit Financial Group
Alpharetta,
Georgia
|
$266K
|
+$21.6K
|
1
|
0.03%
|
Increased
|
|
|
1216
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$265K
|
+$10.2K
|
1
|
0.03%
|
Increased
|
|
|
1217
|
Western Financial Corp
San Diego,
California
|
$265K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1218
|
Washington Trust
Westerly,
Rhode Island
|
$264K
|
+$32.1K
|
3
|
0.01%
|
Increased
|
|
|
1219
|
Boston Trust Walden
Boston,
Massachusetts
|
$263K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1220
|
Tiedemann Advisors
New York
|
$263K
|
+$255K
|
1
|
0.01%
|
New
|
|
|
1221
|
Evercore Wealth Management
New York
|
$261K
|
-$22.6K
|
1
|
0%
|
Reduced
|
|
|
1222
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$261K
|
-$6.83K
|
3
|
0.04%
|
Reduced
|
|
|
1223
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$259K
|
+$2.17K
|
1
|
0.07%
|
Increased
|
|
|
1224
|
Intersect Capital
San Ramon,
California
|
$259K
|
+$20.6K
|
1
|
0.05%
|
Increased
|
|
|
1225
|
Murphy Capital Management
Bedminster,
New Jersey
|
$259K
|
+$7.21K
|
1
|
0.03%
|
Increased
|
|