|
1301
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$226K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1302
|
GW & Wade
Wellesley,
Massachusetts
|
$226K
|
-$7.13K
|
1
|
0.01%
|
Reduced
|
|
|
1303
|
High Net Worth Advisory Group
Naples,
Florida
|
$226K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1304
|
Renasant Bank
Tupelo,
Mississippi
|
$226K
|
-$19.4K
|
1
|
0.18%
|
Reduced
|
|
|
1305
|
Abbrea Capital
Greenbrae,
California
|
$225K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1306
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$224K
|
-$14.9K
|
1
|
0.04%
|
Reduced
|
|
|
1307
|
McRae Capital Management
Morristown,
New Jersey
|
$224K
|
-$3.41K
|
1
|
0.06%
|
Reduced
|
|
|
1308
|
DSC Advisors
Chicago,
Illinois
|
$223K
|
-$23.4K
|
1
|
0.22%
|
Reduced
|
|
|
1309
|
First Personal Financial Services
Charlotte,
North Carolina
|
$223K
|
-$14.9K
|
1
|
0.06%
|
Reduced
|
|
|
1310
|
Citizens Financial Group
Providence,
Rhode Island
|
$222K
|
-$236K
|
1
|
0.01%
|
Reduced
|
|
|
1311
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$221K
|
-$4.62K
|
1
|
0.24%
|
Reduced
|
|
|
1312
|
Bank of Marin
Novato,
California
|
$220K
|
-$90.9K
|
1
|
0.19%
|
Reduced
|
|
|
1313
|
Barings
Charlotte,
North Carolina
|
$220K
|
-$18.7K
|
1
|
0.01%
|
Reduced
|
|
|
1314
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$220K
|
-$114K
|
4
|
0.02%
|
Reduced
|
|
|
1315
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$220K
|
+$38.8K
|
5
|
0.06%
|
Increased
|
|
|
1316
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$220K
|
+$586
|
4
|
0.07%
|
Increased
|
|
|
1317
|
|
$219K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1318
|
NIA Impact Advisors
Berkeley,
California
|
$219K
|
-$560
|
1
|
0.13%
|
Reduced
|
|
|
1319
|
International Assets Investment Management
Orlando,
Florida
|
$218K
|
+$979
|
1
|
0.02%
|
Increased
|
|
|
1320
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$217K
|
-$7.43K
|
1
|
0.01%
|
Reduced
|
|
|
1321
|
HFR Wealth Management
Niskayuna,
New York
|
$217K
|
-$229K
|
1
|
0.07%
|
Reduced
|
|
|
1322
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$216K
|
-$3.5K
|
1
|
0.02%
|
Reduced
|
|
|
1323
|
Crossvault Capital Management
San Antonio,
Texas
|
$215K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1324
|
First National Advisers
Omaha,
Nebraska
|
$214K
|
+$237K
|
1
|
0.44%
|
New
|
|
|
1325
|
Inspire Investing
Meridian,
Idaho
|
$213K
|
+$16K
|
1
|
0.03%
|
Increased
|
|