|
1626
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$185K
|
+$185K
|
7
|
0.04%
|
New
|
|
|
1627
|
Sage Investment Counsel
Franklin,
Tennessee
|
$184K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1628
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$183K
|
-$6.25K
|
1
|
0.12%
|
Reduced
|
|
|
1629
|
Aventura Private Wealth
Aventura,
Florida
|
$182K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
1630
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$177K
|
+$170K
|
1
|
0.04%
|
New
|
|
|
1631
|
Elyxium Wealth
San Mateo,
California
|
$177K
|
+$185K
|
3
|
0.05%
|
New
|
|
|
1632
|
Wolff Wiese Magana
Carslbad,
California
|
$173K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1633
|
Westpac Banking Corp
Sydney,
Australia
|
$173K
|
-$1.2K
|
1
|
0.01%
|
Reduced
|
|
|
1634
|
Copia Wealth Management
Bend,
Oregon
|
$172K
|
-$25.8K
|
3
|
0.12%
|
Reduced
|
|
|
1635
|
Westside Investment Management
Santa Monica,
California
|
$171K
|
+$2.22K
|
3
|
0.03%
|
Increased
|
|
|
1636
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$168K
|
-$74.7K
|
6
|
0.01%
|
Reduced
|
|
|
1637
|
Heritage Wealth Management (California)
San Diego,
California
|
$167K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1638
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$167K
|
+$161K
|
1
|
0%
|
New
|
|
|
1639
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$165K
|
+$150K
|
1
|
0.12%
|
New
|
|
|
1640
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$163K
|
+$15.8K
|
8
|
0%
|
Increased
|
|
|
1641
|
Cliffwater
Marina Del Rey,
California
|
$159K
|
+$64.5K
|
1
|
0.03%
|
Increased
|
|
|
1642
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$157K
|
+$529
|
2
|
0.05%
|
Increased
|
|
|
1643
|
First Financial Corp
Terre Haute,
Indiana
|
$150K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1644
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$149K
|
-$2.7K
|
3
|
0%
|
Reduced
|
|
|
1645
|
Tidemark
San Diego,
California
|
$148K
|
-$17.2K
|
2
|
0.04%
|
Reduced
|
|
|
1646
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$144K
|
+$152K
|
3
|
0.08%
|
New
|
|
|
1647
|
Berbice Capital Management
Melville,
New York
|
$139K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
1648
|
SOA Wealth Advisors
New York
|
$137K
|
+$2.79K
|
1
|
0.02%
|
Increased
|
|
|
1649
|
Hillman Company
Pittsburgh,
Pennsylvania
|
$134K
|
+$129K
|
1
|
0.05%
|
New
|
|
|
1650
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$134K
|
+$22K
|
5
|
0%
|
Increased
|
|