|
1826
|
AllSquare Wealth Management
Albany,
New York
|
$69K
|
-$12.2K
|
5
|
0.05%
|
Reduced
|
|
|
1827
|
Baystate Wealth Management
Boston,
Massachusetts
|
$69K
|
+$15.9K
|
3
|
0.01%
|
Increased
|
|
|
1828
|
CWA Asset Management Group
Naples,
Florida
|
$69K
|
-$62.2K
|
1
|
0.01%
|
Reduced
|
|
|
1829
|
Grassi Investment Management
Santa Clara,
California
|
$69K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1830
|
IFG Advisory
Atlanta,
Georgia
|
$69K
|
+$81K
|
1
|
0.01%
|
New
|
|
|
1831
|
INVST
Indianapolis,
Indiana
|
$69K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1832
|
Family Management
New York
|
$68K
|
-$10.2K
|
1
|
0.03%
|
Reduced
|
|
|
1833
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$67K
|
+$78.8K
|
1
|
0.01%
|
New
|
|
|
1834
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$67K
|
+$317
|
1
|
0.02%
|
Increased
|
|
|
1835
|
Adell Harriman & Carpenter
Houston,
Texas
|
$66.1K
|
-$646K
|
1
|
0.01%
|
Reduced
|
|
|
1836
|
Delta Asset Management
Memphis,
Tennessee
|
$66K
|
-$2.97K
|
5
|
0.01%
|
Reduced
|
|
|
1837
|
Insight Wealth Partners
Plano,
Texas
|
$66K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1838
|
|
$66K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1839
|
&Partners
Nashville,
Tennessee
|
$66K
|
-$175K
|
1
|
0.07%
|
Reduced
|
|
|
1840
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$65K
|
-$37.2K
|
5
|
0.01%
|
Reduced
|
|
|
1841
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$65K
|
$0
|
7
|
0.08%
|
Maintained
|
|
|
1842
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$65K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1843
|
CKW Financial Group
Honolulu,
Hawaii
|
$64K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1844
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$64K
|
+$1.86K
|
2
|
0.04%
|
Increased
|
|
|
1845
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$64K
|
+$66.1K
|
1
|
0.07%
|
New
|
|
|
1846
|
Blankinship & Foster
Solana Beach,
California
|
$63K
|
+$93.5K
|
1
|
0.03%
|
New
|
|
|
1847
|
Clean Yield Group
Norwich,
Vermont
|
$63K
|
+$7.2K
|
1
|
0.03%
|
Increased
|
|
|
1848
|
First Western Capital Management
Los Angeles,
California
|
$62K
|
$0
|
1
|
1.32%
|
Maintained
|
|
|
1849
|
PrairieView Partners
St. Paul,
Minnesota
|
$62K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1850
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$62K
|
-$52.6K
|
1
|
0.06%
|
Reduced
|
|