|
1351
|
Horizons Wealth Management
Asheville,
North Carolina
|
$214K
|
$0
|
2
|
0.2%
|
Maintained
|
|
|
1352
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$214K
|
-$67.2K
|
2
|
0.02%
|
Reduced
|
|
|
1353
|
CVA Family Office
Denver,
Colorado
|
$213K
|
+$60.9K
|
1
|
0.06%
|
Increased
|
|
|
1354
|
Sigma Investment Counselors
Northville,
Michigan
|
$213K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1355
|
Terra Nova Asset Management
New York
|
$213K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
1356
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$213K
|
-$45.3K
|
1
|
0.02%
|
Reduced
|
|
|
1357
|
Caldwell Trust
Venice,
Florida
|
$211K
|
+$20.8K
|
2
|
0.03%
|
Increased
|
|
|
1358
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$211K
|
-$163K
|
1
|
0.02%
|
Reduced
|
|
|
1359
|
Western Financial Corp
San Diego,
California
|
$211K
|
+$222K
|
1
|
0.15%
|
New
|
|
|
1360
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$210K
|
+$220K
|
1
|
0.21%
|
New
|
|
|
1361
|
Probity Advisors
Dallas,
Texas
|
$210K
|
-$16K
|
1
|
0.05%
|
Reduced
|
|
|
1362
|
WBH Advisory
Baltimore,
Maryland
|
$209K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1363
|
Mendel Capital Management
Little Rock,
Arkansas
|
$208K
|
+$219K
|
1
|
0.24%
|
New
|
|
|
1364
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$208K
|
+$218K
|
1
|
0.07%
|
New
|
|
|
1365
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$206K
|
+$583
|
3
|
0.04%
|
Increased
|
|
|
1366
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$206K
|
-$16.5K
|
4
|
0.05%
|
Reduced
|
|
|
1367
|
Inspire Investing
Meridian,
Idaho
|
$206K
|
+$1.07K
|
1
|
0.03%
|
Increased
|
|
|
1368
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$205K
|
-$70K
|
1
|
0.05%
|
Reduced
|
|
|
1369
|
Wulff, Hansen & Co
San Rafael,
California
|
$205K
|
+$215K
|
1
|
0.26%
|
New
|
|
|
1370
|
Janiczek Wealth Management
Denver,
Colorado
|
$203K
|
+$123K
|
2
|
0.07%
|
Increased
|
|
|
1371
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$202K
|
-$7.02K
|
1
|
0.01%
|
Reduced
|
|
|
1372
|
NBW Capital
Boston,
Massachusetts
|
$202K
|
+$212K
|
1
|
0.05%
|
New
|
|
|
1373
|
Perennial Advisors
New York
|
$202K
|
+$212K
|
1
|
0.07%
|
New
|
|
|
1374
|
Aviance Capital Partners
Naples,
Florida
|
$200K
|
+$210K
|
1
|
0.05%
|
New
|
|
|
1375
|
Equitable Trust
Nashville,
Tennessee
|
$200K
|
$0
|
1
|
0.02%
|
Maintained
|
|