|
1201
|
Clarity Asset Management
Ames,
Iowa
|
$87K
|
-$1.07K
|
1
|
0.06%
|
Reduced
|
|
|
1202
|
|
$86.6K
|
+$86K
|
1
|
0.02%
|
New
|
|
|
1203
|
Ramirez Asset Management
New York
|
$84.3K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1204
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$81.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1205
|
Painted Porch Advisors
Santa Barbara,
California
|
$80.8K
|
+$78K
|
2
|
0.05%
|
New
|
|
|
1206
|
Gradient Investments
Arden Hills,
Minnesota
|
$79.9K
|
-$18M
|
1
|
0%
|
Reduced
|
|
|
1207
|
RiverPark Advisors
New York
|
$77.3K
|
+$72.2K
|
1
|
0.06%
|
New
|
|
|
1208
|
TD Private Client Wealth
New York
|
$77.2K
|
-$272K
|
1
|
0%
|
Reduced
|
|
|
1209
|
CKW Financial Group
Honolulu,
Hawaii
|
$77K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1210
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$75K
|
+$9.85K
|
1
|
0.01%
|
Increased
|
|
|
1211
|
Broadwater Capital
Boston,
Massachusetts
|
$72.2K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1212
|
Oakworth Capital
Birmingham,
Alabama
|
$72.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1213
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$72.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1214
|
GeoWealth Management
Chicago,
Illinois
|
$62.5K
|
+$63.3K
|
1
|
0%
|
New
|
|
|
1215
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$61.9K
|
-$938K
|
4
|
0.01%
|
Reduced
|
|
|
1216
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$61K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1217
|
West Oak Capital
Westlake Village,
California
|
$60.1K
|
+$43.2K
|
1
|
0.02%
|
Increased
|
|
|
1218
|
AllSquare Wealth Management
Albany,
New York
|
$58K
|
+$11.6K
|
1
|
0.03%
|
Increased
|
|
|
1219
|
Venturi Wealth Management
Austin,
Texas
|
$56.6K
|
+$39.6K
|
3
|
0%
|
Increased
|
|
|
1220
|
Matthew Hamilton Rosenberg
|
$56.5K
|
+$29.2K
|
1
|
0.02%
|
Increased
|
|
|
1221
|
Fortitude Family Office
Scottsdale,
Arizona
|
$54.9K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1222
|
Founders Capital Management (Texas)
Houston,
Texas
|
$54.1K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1223
|
Clearstead Trust
Portland,
Maine
|
$53.8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1224
|
Silicon Valley Capital Partners
San Jose,
California
|
$53.3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1225
|
Key Financial Inc
West Chester,
Pennsylvania
|
$51.7K
|
$0
|
3
|
0.01%
|
Maintained
|
|