|
1851
|
Grassi Investment Management
Santa Clara,
California
|
$260K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1852
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$260K
|
-$2.89K
|
1
|
0.19%
|
Reduced
|
|
|
1853
|
Peak Financial Advisors
Denver,
Colorado
|
$258K
|
+$5.2K
|
1
|
0.22%
|
Increased
|
|
|
1854
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$257K
|
+$260K
|
1
|
0.06%
|
New
|
|
|
1855
|
Mayo Clinic
Rochester,
Minnesota
|
$256K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1856
|
Carmel Capital Partners
San Diego,
California
|
$256K
|
+$259K
|
3
|
0.15%
|
New
|
|
|
1857
|
Beaton Management Company
Haverhill,
Massachusetts
|
$256K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1858
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$256K
|
-$12.6K
|
1
|
0.05%
|
Reduced
|
|
|
1859
|
Ballast Inc
Lexington,
Kentucky
|
$255K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1860
|
TrinityPoint Wealth
Milford,
Connecticut
|
$254K
|
-$3.77K
|
1
|
0.05%
|
Reduced
|
|
|
1861
|
IAM Advisory
Easton,
Pennsylvania
|
$253K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1862
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$251K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1863
|
Exane Asset Management
Paris,
France
|
$251K
|
+$252K
|
1
|
0.14%
|
New
|
|
|
1864
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$250K
|
+$77.9K
|
1
|
0.26%
|
Increased
|
|
|
1865
|
Hoey Investments
Coatesville,
Pennsylvania
|
$250K
|
-$5.93K
|
1
|
0.1%
|
Reduced
|
|
|
1866
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$249K
|
-$32.5K
|
2
|
0.04%
|
Reduced
|
|
|
1867
|
Realta Investment Advisors
Wilmington,
Delaware
|
$249K
|
-$52.1K
|
1
|
0.06%
|
Reduced
|
|
|
1868
|
Total Wealth Planning
Cincinnati,
Ohio
|
$249K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1869
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$249K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1870
|
Coppell Advisory Solutions
Coppell,
Texas
|
$248K
|
-$364K
|
1
|
0.08%
|
Reduced
|
|
|
1871
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$248K
|
-$364K
|
1
|
0.08%
|
Reduced
|
|
|
1872
|
Tompkins Financial
Ithaca,
New York
|
$247K
|
-$30.8K
|
4
|
0.04%
|
Reduced
|
|
|
1873
|
First National Trust
Hermitage,
Pennsylvania
|
$246K
|
+$6.92K
|
1
|
0.01%
|
Increased
|
|
|
1874
|
Creative Financial Designs
Kokomo,
Indiana
|
$246K
|
+$16.3K
|
7
|
0.03%
|
Increased
|
|
|
1875
|
LWM Advisory Services
Plantation,
Florida
|
$246K
|
+$247K
|
1
|
0.26%
|
New
|
|