|
1526
|
|
$216K
|
+$220K
|
1
|
0.04%
|
New
|
|
|
1527
|
Sustainable Insight Capital Management
New York
|
$215K
|
-$84.1K
|
1
|
0.16%
|
Reduced
|
|
|
1528
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$215K
|
+$210K
|
1
|
0.19%
|
New
|
|
|
1529
|
Abbrea Capital
Greenbrae,
California
|
$211K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1530
|
Caldwell Trust
Venice,
Florida
|
$210K
|
+$29.5K
|
1
|
0.02%
|
Increased
|
|
|
1531
|
Vicus Capital
State College,
Pennsylvania
|
$210K
|
+$214K
|
1
|
0.02%
|
New
|
|
|
1532
|
Saxony Capital Management
St. Louis,
Missouri
|
$209K
|
+$189K
|
1
|
0.25%
|
New
|
|
|
1533
|
Clare Market Investments
Dallas,
Texas
|
$209K
|
+$205K
|
1
|
0.06%
|
New
|
|
|
1534
|
Seed Wealth Management
Evanston,
Illinois
|
$208K
|
+$190K
|
1
|
0.2%
|
New
|
|
|
1535
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$208K
|
-$67.4K
|
1
|
0.03%
|
Reduced
|
|
|
1536
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$207K
|
+$187K
|
1
|
0.03%
|
New
|
|
|
1537
|
Cardiff Park Advisors
Carlsbad,
California
|
$207K
|
+$187K
|
1
|
0.02%
|
New
|
|
|
1538
|
Virtue Capital Management
Brentwood,
Tennessee
|
$207K
|
+$226K
|
1
|
0.04%
|
New
|
|
|
1539
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$206K
|
$0
|
1
|
0.39%
|
Maintained
|
|
|
1540
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$206K
|
-$127K
|
1
|
0.15%
|
Reduced
|
|
|
1541
|
Cohen Capital Management
Corte Madera,
California
|
$205K
|
+$201K
|
1
|
0.04%
|
New
|
|
|
1542
|
Nilsine Partners
Greenwood Village,
Colorado
|
$203K
|
+$200K
|
1
|
0.03%
|
New
|
|
|
1543
|
ShariaPortfolio
Lake Mary,
Florida
|
$203K
|
-$1.6M
|
1
|
0.12%
|
Reduced
|
|
|
1544
|
Demars Financial Group
Spokane Valley,
Washington
|
$203K
|
-$41.8K
|
1
|
0.1%
|
Reduced
|
|
|
1545
|
Perennial Investment Advisors
Los Angeles,
California
|
$203K
|
+$183K
|
1
|
0.03%
|
New
|
|
|
1546
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$202K
|
+$198K
|
1
|
0.05%
|
New
|
|
|
1547
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$201K
|
+$197K
|
1
|
0.05%
|
New
|
|
|
1548
|
Accordant Advisory Group
Annapolis,
Maryland
|
$196K
|
+$199K
|
2
|
0.15%
|
New
|
|
|
1549
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$193K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1550
|
Optimum Investment Advisors
Chicago,
Illinois
|
$190K
|
+$26K
|
2
|
0.09%
|
Increased
|
|