|
1876
|
TruWealth Advisors
Metairie,
Louisiana
|
$270K
|
-$9.47K
|
1
|
0.03%
|
Reduced
|
|
|
1877
|
First American Trust
Santa Ana,
California
|
$270K
|
-$27.5K
|
1
|
0.04%
|
Reduced
|
|
|
1878
|
Grassi Investment Management
Santa Clara,
California
|
$270K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1879
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$270K
|
+$15.9K
|
1
|
0.13%
|
Increased
|
|
|
1880
|
Ballast Inc
Lexington,
Kentucky
|
$269K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1881
|
Hoey Investments
Coatesville,
Pennsylvania
|
$269K
|
-$8.94K
|
1
|
0.12%
|
Reduced
|
|
|
1882
|
Tompkins Financial
Ithaca,
New York
|
$269K
|
-$35K
|
4
|
0.04%
|
Reduced
|
|
|
1883
|
GSB Wealth Management
Guilford,
Connecticut
|
$269K
|
-$52.6K
|
1
|
0.1%
|
Reduced
|
|
|
1884
|
Cable Hill Partners
Portland,
Oregon
|
$267K
|
+$18.8K
|
1
|
0.05%
|
Increased
|
|
|
1885
|
Stockman Wealth Management
Billings,
Montana
|
$266K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1886
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$266K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1887
|
Henry James International Management
New York
|
$265K
|
+$247K
|
1
|
0.13%
|
New
|
|
|
1888
|
NorthRock Partners
Minneapolis,
Minnesota
|
$264K
|
+$33.6K
|
1
|
0.03%
|
Increased
|
|
|
1889
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$264K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1890
|
Bellecapital
Zurich,
Switzerland
|
$263K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1891
|
Endurance Wealth Management
Providence,
Rhode Island
|
$263K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
1892
|
|
$263K
|
-$51K
|
1
|
0.22%
|
Reduced
|
|
|
1893
|
Total Wealth Planning
Cincinnati,
Ohio
|
$263K
|
+$270K
|
1
|
0.07%
|
New
|
|
|
1894
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$263K
|
-$51K
|
1
|
0.16%
|
Reduced
|
|
|
1895
|
Lion Street Advisors
Austin,
Texas
|
$261K
|
+$201K
|
1
|
0.14%
|
New
|
|
|
1896
|
Liontrust Investment Partners
London,
United Kingdom
|
$260K
|
-$9.1M
|
1
|
0%
|
Reduced
|
|
|
1897
|
OneAscent Financial Services
Birmingham,
Alabama
|
$260K
|
+$33.3K
|
1
|
0.11%
|
Increased
|
|
|
1898
|
Pursue Wealth Partners
Clayton,
California
|
$260K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1899
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$259K
|
-$1K
|
1
|
0.2%
|
Reduced
|
|
|
1900
|
Nikulski Financial
Bettendorf,
Iowa
|
$259K
|
-$11.6K
|
1
|
0.12%
|
Reduced
|
|