|
1026
|
Trust Point Inc
La Crosse,
Wisconsin
|
$343K
|
-$1.74K
|
1
|
0.03%
|
Reduced
|
|
|
1027
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$342K
|
-$1.33M
|
1
|
0.09%
|
Reduced
|
|
|
1028
|
Wynn Capital
Augusta,
Georgia
|
$342K
|
-$4.35K
|
1
|
0.18%
|
Reduced
|
|
|
1029
|
Capital International Sarl
Los Angeles,
California
|
$338K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1030
|
Eagle Global Advisors
Houston,
Texas
|
$338K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1031
|
Arista Wealth Management
Las Vegas,
Nevada
|
$336K
|
+$319K
|
1
|
0.05%
|
New
|
|
|
1032
|
Journey Strategic Wealth
Summit,
New Jersey
|
$332K
|
+$65.3K
|
1
|
0.01%
|
Increased
|
|
|
1033
|
Angeles Wealth Management
Santa Monica,
California
|
$331K
|
+$329K
|
1
|
0.02%
|
New
|
|
|
1034
|
J.W. Coons Advisors
Columbus,
Ohio
|
$331K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1035
|
VisionPoint Advisory Group
Dallas,
Texas
|
$329K
|
+$312K
|
1
|
0.07%
|
New
|
|
|
1036
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$325K
|
$0
|
1
|
0.33%
|
Maintained
|
|
|
1037
|
Excalibur Management
Waltham,
Massachusetts
|
$324K
|
-$174
|
1
|
0.12%
|
Reduced
|
|
|
1038
|
M. Kraus & Co
Shelburne,
Vermont
|
$321K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1039
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$320K
|
+$271K
|
1
|
0.14%
|
Increased
|
|
|
1040
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$320K
|
-$1.57K
|
1
|
0.03%
|
Reduced
|
|
|
1041
|
IFG Advisory
Atlanta,
Georgia
|
$318K
|
+$4K
|
1
|
0.02%
|
Increased
|
|
|
1042
|
Seelaus Asset Management
Chatham,
New Jersey
|
$318K
|
-$2.46K
|
1
|
0.28%
|
Reduced
|
|
|
1043
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$316K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1044
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$315K
|
+$215K
|
2
|
0.12%
|
Increased
|
|
|
1045
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$314K
|
-$2.27K
|
1
|
0.12%
|
Reduced
|
|
|
1046
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$314K
|
+$284K
|
1
|
0.08%
|
New
|
|
|
1047
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$313K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1048
|
Copperwynd Financial
Scottsdale,
Arizona
|
$313K
|
+$17.7K
|
1
|
0.08%
|
Increased
|
|
|
1049
|
Veracity Capital
Atlanta,
Georgia
|
$311K
|
+$16K
|
1
|
0.11%
|
Increased
|
|
|
1050
|
Clarius Group LLC
Seattle,
Washington
|
$311K
|
-$16.7K
|
1
|
0.02%
|
Reduced
|
|