|
1801
|
Perkins Coie Trust Company
Seattle,
Washington
|
$119K
|
-$7K
|
1
|
0.05%
|
Reduced
|
|
|
1802
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$117K
|
-$14K
|
3
|
0.06%
|
Reduced
|
|
|
1803
|
Summit Trail Advisors
New York
|
$117K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1804
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$116K
|
+$106K
|
7
|
0.1%
|
New
|
|
|
1805
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$116K
|
+$4.68K
|
11
|
0.1%
|
Increased
|
|
|
1806
|
Reilly Financial Advisors
La Mesa,
California
|
$114K
|
-$4.87K
|
8
|
0.01%
|
Reduced
|
|
|
1807
|
S.A. Mason
Holland,
Michigan
|
$114K
|
$0
|
2
|
0.12%
|
Maintained
|
|
|
1808
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$114K
|
-$2K
|
4
|
0.01%
|
Reduced
|
|
|
1809
|
Fort Point Capital Partners
San Francisco,
California
|
$113K
|
+$96.4K
|
1
|
0.04%
|
New
|
|
|
1810
|
NuWave Investment Management
Parsippany,
New Jersey
|
$110K
|
+$105K
|
4
|
0.15%
|
New
|
|
|
1811
|
AllSquare Wealth Management
Albany,
New York
|
$108K
|
-$17.8K
|
4
|
0.08%
|
Reduced
|
|
|
1812
|
Moser Wealth Advisors
Bellevue,
Washington
|
$108K
|
$0
|
3
|
0.1%
|
Maintained
|
|
|
1813
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$104K
|
-$4.5K
|
3
|
0.07%
|
Reduced
|
|
|
1814
|
Verity Asset Management
Durham,
North Carolina
|
$104K
|
-$20.5K
|
1
|
0.1%
|
Reduced
|
|
|
1815
|
Biltmore Family Office
Charlotte,
North Carolina
|
$102K
|
-$388K
|
1
|
0.06%
|
Reduced
|
|
|
1816
|
Cordasco Financial Network
Naples,
Florida
|
$101K
|
-$29.8K
|
5
|
0.09%
|
Reduced
|
|
|
1817
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$101K
|
+$7.71K
|
5
|
0.04%
|
Increased
|
|
|
1818
|
Successful Portfolios
Clearwater,
Florida
|
$101K
|
+$8.86K
|
1
|
0.09%
|
Increased
|
|
|
1819
|
Rational Advisors
Huntington,
New York
|
$100K
|
+$96.1K
|
4
|
0.05%
|
New
|
|
|
1820
|
Covington Capital Management
Los Angeles,
California
|
$99K
|
-$454K
|
4
|
0.01%
|
Reduced
|
|
|
1821
|
Bogart Wealth LLC
Mclean,
Virginia
|
$98K
|
-$1.64M
|
4
|
0.02%
|
Reduced
|
|
|
1822
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$98K
|
-$1K
|
4
|
0.02%
|
Reduced
|
|
|
1823
|
Investors Financial Group
Plymouth,
Minnesota
|
$96K
|
-$35.6K
|
1
|
0.08%
|
Reduced
|
|
|
1824
|
Perennial Advisors
New York
|
$92K
|
+$90.9K
|
1
|
0.04%
|
New
|
|
|
1825
|
Column Capital Advisors
Indianapolis,
Indiana
|
$91K
|
+$22.1K
|
6
|
0.03%
|
Increased
|
|