|
1001
|
Bender Robert & Associates
Pasadena,
California
|
$245K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1002
|
Cynosure Group
Salt Lake City,
Utah
|
$245K
|
+$230K
|
1
|
0.11%
|
New
|
|
|
1003
|
IFG Advisory
Atlanta,
Georgia
|
$244K
|
-$25.5K
|
1
|
0.04%
|
Reduced
|
|
|
1004
|
Oakworth Capital
Birmingham,
Alabama
|
$243K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1005
|
TrueWealth LLC
Atlanta,
Georgia
|
$243K
|
+$311
|
1
|
0.11%
|
Increased
|
|
|
1006
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$241K
|
+$226K
|
1
|
0.04%
|
New
|
|
|
1007
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$240K
|
-$4.36K
|
1
|
0.22%
|
Reduced
|
|
|
1008
|
Monte Financial Group
Guilford,
Connecticut
|
$240K
|
+$19.3K
|
1
|
0.2%
|
Increased
|
|
|
1009
|
Enlightenment Research
Miami,
Florida
|
$239K
|
+$224K
|
1
|
0.12%
|
New
|
|
|
1010
|
Mairs & Power Inc
St Paul,
Minnesota
|
$239K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1011
|
Bison Wealth
Atlanta,
Georgia
|
$238K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1012
|
Grandfield & Dodd
New York
|
$238K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1013
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$238K
|
-$31.9K
|
1
|
0.02%
|
Reduced
|
|
|
1014
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$238K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1015
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$237K
|
-$14.8K
|
1
|
0.07%
|
Reduced
|
|
|
1016
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$237K
|
-$3.58K
|
1
|
0.07%
|
Reduced
|
|
|
1017
|
Investment House LLC
Redondo Beach,
California
|
$235K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1018
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$235K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1019
|
Modera Wealth Management
Westwood,
New Jersey
|
$235K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1020
|
RB Capital Management
Reno,
Nevada
|
$234K
|
-$3.27K
|
1
|
0.17%
|
Reduced
|
|
|
1021
|
Smith, Moore & Co
Clayton,
Missouri
|
$234K
|
+$4.82K
|
1
|
0.05%
|
Increased
|
|
|
1022
|
High Falls Advisors
Rochester,
New York
|
$232K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1023
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$232K
|
-$93.4K
|
1
|
0.06%
|
Reduced
|
|
|
1024
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$232K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1025
|
Red Cedar Capital
Omaha,
Nebraska
|
$231K
|
$0
|
1
|
0.2%
|
Maintained
|
|