|
1001
|
Wallace Advisory Group
Lafayette,
California
|
$375K
|
-$269K
|
1
|
0.26%
|
Reduced
|
|
|
1002
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$375K
|
+$405K
|
1
|
0%
|
New
|
|
|
1003
|
Atomi Financial Group
New York
|
$373K
|
+$65.7K
|
1
|
0.02%
|
Increased
|
|
|
1004
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$372K
|
-$56.8K
|
1
|
0.2%
|
Reduced
|
|
|
1005
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$371K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1006
|
Financial Counselors Inc
Overland Park,
Kansas
|
$370K
|
-$161K
|
1
|
0.01%
|
Reduced
|
|
|
1007
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$370K
|
+$368K
|
1
|
0.17%
|
New
|
|
|
1008
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$370K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1009
|
Covestor
London,
United Kingdom
|
$369K
|
-$44.9K
|
4
|
0.23%
|
Reduced
|
|
|
1010
|
Trust Point Inc
La Crosse,
Wisconsin
|
$367K
|
+$11.5K
|
1
|
0.03%
|
Increased
|
|
|
1011
|
Hood River Capital Management
Palm Beach Gardens,
Florida
|
$367K
|
+$397K
|
1
|
0.01%
|
New
|
|
|
1012
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$367K
|
-$214K
|
1
|
0.15%
|
Reduced
|
|
|
1013
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$366K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1014
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$363K
|
+$378K
|
1
|
0.04%
|
New
|
|
|
1015
|
Snowden Capital Advisors
New York
|
$361K
|
-$206K
|
1
|
0.01%
|
Reduced
|
|
|
1016
|
Parsons Capital Management
Providence,
Rhode Island
|
$357K
|
+$54K
|
1
|
0.02%
|
Increased
|
|
|
1017
|
Compass Wealth Management
Guilford,
Connecticut
|
$356K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1018
|
Wynn Capital
Augusta,
Georgia
|
$355K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1019
|
Harbour Investments
Madison,
Wisconsin
|
$353K
|
-$6.54K
|
4
|
0.01%
|
Reduced
|
|
|
1020
|
Horizon Investments
Charlotte,
North Carolina
|
$353K
|
+$2.93K
|
1
|
0.01%
|
Increased
|
|
|
1021
|
Lindbrook Capital
Calabasas,
California
|
$352K
|
+$18.2K
|
4
|
0.03%
|
Increased
|
|
|
1022
|
Ascent Group
Virginia Beach,
Virginia
|
$351K
|
-$43.4K
|
1
|
0.03%
|
Reduced
|
|
|
1023
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$349K
|
-$42.4K
|
1
|
0.25%
|
Reduced
|
|
|
1024
|
|
$349K
|
-$1.59M
|
1
|
0.01%
|
Reduced
|
|
|
1025
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$349K
|
$0
|
1
|
0.03%
|
Maintained
|
|