|
1801
|
Welch & Forbes
Boston,
Massachusetts
|
$755K
|
+$296K
|
2
|
0.01%
|
Increased
|
|
|
1802
|
|
$751K
|
-$252K
|
3
|
0.92%
|
Reduced
|
|
|
1803
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$751K
|
+$138K
|
1
|
0.45%
|
Increased
|
|
|
1804
|
Selective Wealth Management
Forest,
Virginia
|
$750K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1805
|
Maridea Wealth Management
Brooklyn,
New York
|
$748K
|
+$54.3K
|
1
|
0.08%
|
Increased
|
|
|
1806
|
Smith Asset Management
Chiefland,
Florida
|
$747K
|
-$38.6K
|
1
|
0.59%
|
Reduced
|
|
|
1807
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$746K
|
-$12.9K
|
2
|
0.02%
|
Reduced
|
|
|
1808
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$745K
|
$0
|
1
|
0.35%
|
Maintained
|
|
|
1809
|
Third View Private Wealth
Westport,
Connecticut
|
$745K
|
+$390K
|
2
|
0.09%
|
Increased
|
|
|
1810
|
Cannon Advisors
Charlotte,
North Carolina
|
$745K
|
+$667K
|
1
|
0.45%
|
New
|
|
|
1811
|
Aureus Asset Management
Boston,
Massachusetts
|
$744K
|
-$193K
|
1
|
0.05%
|
Reduced
|
|
|
1812
|
Bullock Wealth Management
Bloomington,
Indiana
|
$744K
|
-$1.93K
|
6
|
0.32%
|
Reduced
|
|
|
1813
|
True North Advisors
Dallas,
Texas
|
$741K
|
+$701K
|
2
|
0.07%
|
New
|
|
|
1814
|
PlanVest Financial
Gaithersburg,
Maryland
|
$741K
|
+$211
|
4
|
0.49%
|
Increased
|
|
|
1815
|
Levin Capital Strategies
New York
|
$740K
|
+$625K
|
1
|
0.05%
|
New
|
|
|
1816
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$739K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1817
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$737K
|
-$53.6K
|
4
|
0.24%
|
Reduced
|
|
|
1818
|
Miramontes Capital
Newport,
California
|
$736K
|
-$131K
|
1
|
0.23%
|
Reduced
|
|
|
1819
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$736K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1820
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$732K
|
-$256K
|
2
|
0.05%
|
Reduced
|
|
|
1821
|
OneFund LLC
Saint Petersburg,
Florida
|
$729K
|
+$7.23K
|
4
|
0.41%
|
Increased
|
|
|
1822
|
Greenfield Seitz Capital Management
Dallas,
Texas
|
$729K
|
-$6.3K
|
1
|
0.22%
|
Reduced
|
|
|
1823
|
COFG Advisors
Oak Brook,
Illinois
|
$727K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1824
|
Summit Securities Group
New York
|
$727K
|
+$578K
|
9
|
0.07%
|
Increased
|
|
|
1825
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$726K
|
-$634
|
1
|
0.03%
|
Reduced
|
|