|
1851
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$252K
|
-$6.32K
|
5
|
0.04%
|
Reduced
|
|
|
1852
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$251K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1853
|
Birinyi Associates
Westport,
Connecticut
|
$251K
|
+$266K
|
1
|
0.12%
|
New
|
|
|
1854
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$251K
|
+$252K
|
1
|
0.01%
|
New
|
|
|
1855
|
WealthShield Partners
Cary,
North Carolina
|
$251K
|
-$1.65K
|
1
|
0.05%
|
Reduced
|
|
|
1856
|
Bay Colony Advisors
Concord,
Massachusetts
|
$250K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1857
|
IAM Advisory
Easton,
Pennsylvania
|
$249K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1858
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$248K
|
-$85.4K
|
1
|
0.13%
|
Reduced
|
|
|
1859
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$248K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1860
|
Arlington Partners
Birmingham,
Alabama
|
$247K
|
-$50K
|
2
|
0.1%
|
Reduced
|
|
|
1861
|
Stokes Family Office
New Orleans,
Louisiana
|
$247K
|
-$401K
|
1
|
0.04%
|
Reduced
|
|
|
1862
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$246K
|
+$694
|
1
|
0.11%
|
Increased
|
|
|
1863
|
Highland Private Wealth Management
Bellevue,
Washington
|
$246K
|
-$36.5K
|
1
|
0.04%
|
Reduced
|
|
|
1864
|
Wealthspire Advisors (New York)
New York
|
$245K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1865
|
Webster Bank
Waterbury,
Connecticut
|
$244K
|
$0
|
4
|
0.04%
|
Maintained
|
|
|
1866
|
Donoghue Forlines
Boston,
Massachusetts
|
$243K
|
-$1.2M
|
1
|
0.09%
|
Reduced
|
|
|
1867
|
MONECO Advisors
Fairfield,
Connecticut
|
$243K
|
-$6.49K
|
1
|
0.1%
|
Reduced
|
|
|
1868
|
White Pine Capital
Bloomington,
Minnesota
|
$243K
|
-$11K
|
1
|
0.1%
|
Reduced
|
|
|
1869
|
Aviance Capital Partners
Naples,
Florida
|
$242K
|
-$156K
|
1
|
0.06%
|
Reduced
|
|
|
1870
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$242K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1871
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$241K
|
+$257K
|
1
|
0.03%
|
New
|
|
|
1872
|
Grassi Investment Management
Santa Clara,
California
|
$241K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1873
|
Main Street Research
Lakeville,
Connecticut
|
$241K
|
+$264K
|
1
|
0.05%
|
New
|
|
|
1874
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$240K
|
+$291K
|
1
|
0.23%
|
New
|
|
|
1875
|
WrapManager Inc
Mill Valley,
California
|
$240K
|
-$44.9K
|
1
|
0.08%
|
Reduced
|
|