|
1801
|
Stockman Wealth Management
Billings,
Montana
|
$305K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1802
|
Beaton Management Company
Haverhill,
Massachusetts
|
$304K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1803
|
Whalerock Point Partners
Providence,
Rhode Island
|
$303K
|
-$201K
|
1
|
0.12%
|
Reduced
|
|
|
1804
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$302K
|
+$112K
|
1
|
0.1%
|
Increased
|
|
|
1805
|
Teza Capital Management
Chicago,
Illinois
|
$302K
|
-$666K
|
1
|
0.15%
|
Reduced
|
|
|
1806
|
OneAscent Financial Services
Birmingham,
Alabama
|
$300K
|
+$313K
|
1
|
0.4%
|
New
|
|
|
1807
|
One Wealth Advisors
San Francisco,
California
|
$299K
|
+$5.23K
|
1
|
0.09%
|
Increased
|
|
|
1808
|
Sio Capital Management
New York
|
$297K
|
-$126K
|
1
|
0.09%
|
Reduced
|
|
|
1809
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$294K
|
+$305K
|
1
|
0.2%
|
New
|
|
|
1810
|
Matthew Hamilton Rosenberg
|
$293K
|
+$24.7K
|
7
|
0.12%
|
Increased
|
|
|
1811
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$293K
|
-$17K
|
1
|
0.03%
|
Reduced
|
|
|
1812
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$293K
|
$0
|
4
|
0.08%
|
Maintained
|
|
|
1813
|
Rice Partnership
Honolulu,
Hawaii
|
$293K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1814
|
|
$292K
|
-$52.7K
|
1
|
0.04%
|
Reduced
|
|
|
1815
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$290K
|
-$33.7K
|
7
|
0.08%
|
Reduced
|
|
|
1816
|
Cadence Bank
Tupelo,
Mississippi
|
$289K
|
+$331K
|
1
|
0.04%
|
New
|
|
|
1817
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$289K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1818
|
|
$288K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1819
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$288K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1820
|
Sunbelt Securities
Houston,
Texas
|
$288K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1821
|
Stratos Investment Management
Beachwood,
Ohio
|
$286K
|
+$372K
|
1
|
0.05%
|
New
|
|
|
1822
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$286K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
1823
|
TriaGen Wealth Management
Calabasas,
California
|
$284K
|
-$689K
|
1
|
0.15%
|
Reduced
|
|
|
1824
|
West Oak Capital
Westlake Village,
California
|
$284K
|
$0
|
2
|
0.11%
|
Maintained
|
|
|
1825
|
Columbus Macro
New Castle,
Pennsylvania
|
$283K
|
-$3.82K
|
1
|
0.09%
|
Reduced
|
|