|
801
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$327K
|
+$316K
|
1
|
0.04%
|
New
|
|
|
802
|
Holderness Investments Company
Greensboro,
North Carolina
|
$326K
|
+$4.99K
|
1
|
0.13%
|
Increased
|
|
|
803
|
Brown Brothers Harriman & Co
New York
|
$326K
|
-$106K
|
2
|
0%
|
Reduced
|
|
|
804
|
Essex Investment Management
Boston,
Massachusetts
|
$324K
|
-$71.3K
|
2
|
0.05%
|
Reduced
|
|
|
805
|
J.W. Coons Advisors
Columbus,
Ohio
|
$322K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
806
|
|
$321K
|
+$315K
|
1
|
0.06%
|
New
|
|
|
807
|
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
$319K
|
+$308K
|
1
|
0%
|
New
|
|
|
808
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$319K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
809
|
Merit Financial Group
Alpharetta,
Georgia
|
$315K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
810
|
Cresset Asset Management
Chicago,
Illinois
|
$312K
|
+$302K
|
1
|
0.01%
|
New
|
|
|
811
|
Sonata Capital Group
Seattle,
Washington
|
$312K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
812
|
Addison Capital
Conshohocken,
Pennsylvania
|
$311K
|
-$2.11K
|
1
|
0.23%
|
Reduced
|
|
|
813
|
Citizens Financial Group
Providence,
Rhode Island
|
$307K
|
+$42
|
1
|
0.01%
|
Increased
|
|
|
814
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$305K
|
+$14.9K
|
3
|
0%
|
Increased
|
|
|
815
|
Jacobs & Co
San Francisco,
California
|
$304K
|
-$9.49K
|
1
|
0.04%
|
Reduced
|
|
|
816
|
Cullinan Associates
Louisville,
Kentucky
|
$304K
|
-$87.1K
|
1
|
0.02%
|
Reduced
|
|
|
817
|
Principle Wealth Partners
Madison,
Connecticut
|
$304K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
818
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$302K
|
-$22.6K
|
1
|
0.01%
|
Reduced
|
|
|
819
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$301K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
820
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$301K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
821
|
McRae Capital Management
Morristown,
New Jersey
|
$301K
|
-$2.11K
|
1
|
0.09%
|
Reduced
|
|
|
822
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$301K
|
+$6.61K
|
1
|
0.03%
|
Increased
|
|
|
823
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$297K
|
+$7.05K
|
1
|
0.03%
|
Increased
|
|
|
824
|
Everhart Financial Group
Dublin,
Ohio
|
$297K
|
+$42K
|
1
|
0.13%
|
Increased
|
|
|
825
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$296K
|
$0
|
1
|
0.08%
|
Maintained
|
|