|
1051
|
CPWM LLC
Seattle,
Washington
|
$223K
|
+$200K
|
1
|
0.05%
|
New
|
|
|
1052
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$222K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1053
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$221K
|
+$197K
|
1
|
0.04%
|
New
|
|
|
1054
|
Alta Capital Management
Salt Lake City,
Utah
|
$220K
|
+$197K
|
1
|
0.01%
|
New
|
|
|
1055
|
Endurance Wealth Management
Providence,
Rhode Island
|
$220K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1056
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$220K
|
+$197K
|
1
|
0.22%
|
New
|
|
|
1057
|
DSC Advisors
Chicago,
Illinois
|
$219K
|
+$196K
|
1
|
0.13%
|
New
|
|
|
1058
|
High Falls Advisors
Rochester,
New York
|
$219K
|
+$196K
|
1
|
0.08%
|
New
|
|
|
1059
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$219K
|
-$56K
|
1
|
0.01%
|
Reduced
|
|
|
1060
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$219K
|
+$198K
|
2
|
0.2%
|
New
|
|
|
1061
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$218K
|
-$507K
|
2
|
0.06%
|
Reduced
|
|
|
1062
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$218K
|
+$195K
|
1
|
0.24%
|
New
|
|
|
1063
|
LexAurum Advisors
Overland Park,
Kansas
|
$218K
|
+$180K
|
1
|
0.2%
|
New
|
|
|
1064
|
McKinley Capital Management
Anchorage,
Alaska
|
$218K
|
+$194K
|
1
|
0.01%
|
New
|
|
|
1065
|
Investment House LLC
Redondo Beach,
California
|
$217K
|
+$194K
|
1
|
0.03%
|
New
|
|
|
1066
|
J.W. Burns & Co
Dewitt,
New York
|
$215K
|
+$192K
|
1
|
0.05%
|
New
|
|
|
1067
|
AllSquare Wealth Management
Albany,
New York
|
$213K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1068
|
Bender Robert & Associates
Pasadena,
California
|
$213K
|
+$190K
|
1
|
0.12%
|
New
|
|
|
1069
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$212K
|
+$189K
|
1
|
0.01%
|
New
|
|
|
1070
|
Smith, Moore & Co
Clayton,
Missouri
|
$212K
|
+$190K
|
1
|
0.06%
|
New
|
|
|
1071
|
Lido Advisors
Los Angeles,
California
|
$211K
|
+$187K
|
2
|
0.03%
|
Increased
|
|
|
1072
|
Rockland Trust
Hanover,
Massachusetts
|
$208K
|
+$186K
|
1
|
0.03%
|
New
|
|
|
1073
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$207K
|
-$47.7K
|
1
|
0.06%
|
Reduced
|
|
|
1074
|
Monte Financial Group
Guilford,
Connecticut
|
$207K
|
+$185K
|
1
|
0.21%
|
New
|
|
|
1075
|
Reilly Financial Advisors
La Mesa,
California
|
$205K
|
+$3.92K
|
1
|
0.03%
|
Increased
|
|