|
1326
|
Toth Financial Advisory
Leesburg,
Virginia
|
$250K
|
-$38.4K
|
2
|
0.04%
|
Reduced
|
|
|
1327
|
Curi Wealth Management
Raleigh,
North Carolina
|
$250K
|
-$7.94K
|
1
|
0.04%
|
Reduced
|
|
|
1328
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$249K
|
+$256K
|
1
|
0.06%
|
New
|
|
|
1329
|
Unigestion Holding
Geneva,
Switzerland
|
$248K
|
-$244K
|
1
|
0.02%
|
Reduced
|
|
|
1330
|
Crown Wealth Group
Charlotte,
North Carolina
|
$247K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1331
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$247K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1332
|
DeDora Capital
Napa,
California
|
$247K
|
-$108K
|
1
|
0.1%
|
Reduced
|
|
|
1333
|
Putnam Investments
Boston,
Massachusetts
|
$246K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1334
|
Sutton Wealth Advisors
Tampa,
Florida
|
$244K
|
+$4.28K
|
3
|
0.12%
|
Increased
|
|
|
1335
|
Highline Wealth Partners
Sherman Oaks,
California
|
$243K
|
$0
|
2
|
0.15%
|
Maintained
|
|
|
1336
|
Silvercrest Asset Management
New York
|
$242K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1337
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$242K
|
-$562K
|
1
|
0.03%
|
Reduced
|
|
|
1338
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$242K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1339
|
Howland Capital Management
Boston,
Massachusetts
|
$241K
|
-$297K
|
1
|
0.01%
|
Reduced
|
|
|
1340
|
Amarillo National Bank
Amarillo,
Texas
|
$241K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1341
|
Indie Asset Partners
Carmel,
Indiana
|
$241K
|
+$123
|
1
|
0.24%
|
Increased
|
|
|
1342
|
Citizens Business Bank
Ontario,
California
|
$238K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1343
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$238K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1344
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$238K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1345
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$237K
|
+$241K
|
1
|
0.17%
|
New
|
|
|
1346
|
|
$237K
|
-$43.4K
|
1
|
0.03%
|
Reduced
|
|
|
1347
|
CWA Asset Management Group
Naples,
Florida
|
$236K
|
+$18.5K
|
1
|
0.02%
|
Increased
|
|
|
1348
|
Pettee Investors
Rowayton,
Connecticut
|
$236K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1349
|
Cypress Asset Management
Houston,
Texas
|
$235K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1350
|
Fort Point Capital Partners
San Francisco,
California
|
$235K
|
-$3.87K
|
1
|
0.04%
|
Reduced
|
|