|
1801
|
Claro Advisors
Boston,
Massachusetts
|
$247K
|
+$565
|
1
|
0.19%
|
Increased
|
|
|
1802
|
M&R Capital Management
Summit,
New Jersey
|
$246K
|
-$78.7K
|
5
|
0.06%
|
Reduced
|
|
|
1803
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$246K
|
-$2.07K
|
5
|
0.02%
|
Reduced
|
|
|
1804
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$245K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1805
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$244K
|
+$212K
|
1
|
0.23%
|
New
|
|
|
1806
|
|
$244K
|
-$374K
|
1
|
0.01%
|
Reduced
|
|
|
1807
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$244K
|
+$211K
|
1
|
0.01%
|
New
|
|
|
1808
|
Hellman Jordan Management Company
Quincy,
Massachusetts
|
$244K
|
+$211K
|
1
|
0.27%
|
New
|
|
|
1809
|
tru Independence
Portland,
Oregon
|
$244K
|
+$346K
|
7
|
0.04%
|
New
|
|
|
1810
|
Insight Wealth Strategies
San Ramon,
California
|
$243K
|
+$255K
|
1
|
0.05%
|
New
|
|
|
1811
|
SYM Financial Corp
Winona Lake,
Indiana
|
$243K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1812
|
Marotta Asset Management
Charlottesville,
Virginia
|
$241K
|
+$248K
|
1
|
0.07%
|
New
|
|
|
1813
|
Court Place Advisors
Ellicott City,
Maryland
|
$240K
|
-$20.1K
|
1
|
0.09%
|
Reduced
|
|
|
1814
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$239K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1815
|
Aries Wealth Management
Portland,
Maine
|
$238K
|
-$203K
|
1
|
0.15%
|
Reduced
|
|
|
1816
|
True North Advisors
Dallas,
Texas
|
$237K
|
+$258K
|
1
|
0.07%
|
New
|
|
|
1817
|
Ballast Inc
Lexington,
Kentucky
|
$235K
|
-$32.5K
|
1
|
0.13%
|
Reduced
|
|
|
1818
|
First National Trust
Hermitage,
Pennsylvania
|
$235K
|
+$203K
|
1
|
0.02%
|
New
|
|
|
1819
|
Arax Advisory Partners
Denver,
Colorado
|
$234K
|
-$19.8K
|
4
|
0.07%
|
Reduced
|
|
|
1820
|
Berman Capital Advisors
Atlanta,
Georgia
|
$234K
|
+$8.53K
|
11
|
0.07%
|
Increased
|
|
|
1821
|
Financial Advocates Investment Management
Olympia,
Washington
|
$234K
|
-$154K
|
1
|
0.02%
|
Reduced
|
|
|
1822
|
McMillion Capital Management
Greensboro,
North Carolina
|
$234K
|
$0
|
2
|
0.11%
|
Maintained
|
|
|
1823
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$234K
|
-$303K
|
1
|
0.02%
|
Reduced
|
|
|
1824
|
Coatue Management
New York
|
$233K
|
-$1.02M
|
1
|
0%
|
Reduced
|
|
|
1825
|
Sather Financial Group
Victoria,
Texas
|
$233K
|
+$202K
|
1
|
0.04%
|
New
|
|