|
1101
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.3M
|
-$28.1K
|
1
|
0.35%
|
Reduced
|
|
|
1102
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.29M
|
+$290K
|
1
|
0.09%
|
Increased
|
|
|
1103
|
Clearstead Trust
Portland,
Maine
|
$1.29M
|
+$258
|
1
|
0.42%
|
Increased
|
|
|
1104
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$1.29M
|
+$10.6K
|
1
|
1.52%
|
Increased
|
|
|
1105
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$1.29M
|
$0
|
1
|
0.85%
|
Maintained
|
|
|
1106
|
Aristides Capital
Louisville,
Kentucky
|
$1.28M
|
+$789K
|
1
|
0.52%
|
New
|
|
|
1107
|
Shufro Rose & Co
New York
|
$1.27M
|
-$551K
|
1
|
0.12%
|
Reduced
|
|
|
1108
|
Paradigm Asset Management
New York
|
$1.26M
|
+$1.21M
|
1
|
0.34%
|
New
|
|
|
1109
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.25M
|
-$129K
|
1
|
0.29%
|
Reduced
|
|
|
1110
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.25M
|
+$113K
|
1
|
0.26%
|
Increased
|
|
|
1111
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$1.25M
|
+$1.21M
|
1
|
0.89%
|
New
|
|
|
1112
|
KCM Investment Advisors
Greenbrae,
California
|
$1.25M
|
-$770K
|
1
|
0.05%
|
Reduced
|
|
|
1113
|
Members Capital Advisors Inc
Madison,
Wisconsin
|
$1.25M
|
-$428K
|
1
|
1.28%
|
Reduced
|
|
|
1114
|
Verition Fund Management
Greenwich,
Connecticut
|
$1.25M
|
-$823K
|
1
|
0.02%
|
Reduced
|
|
|
1115
|
Coastwise Capital Group
La Jolla,
California
|
$1.24M
|
+$120K
|
1
|
1.4%
|
Increased
|
|
|
1116
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$1.24M
|
-$49.3K
|
1
|
0.37%
|
Reduced
|
|
|
1117
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.24M
|
+$205K
|
1
|
0.23%
|
Increased
|
|
|
1118
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$1.24M
|
+$875K
|
1
|
0.19%
|
Increased
|
|
|
1119
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.24M
|
+$63.5K
|
1
|
0.29%
|
Increased
|
|
|
1120
|
|
$1.24M
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1121
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.23M
|
+$632K
|
1
|
0.35%
|
Increased
|
|
|
1122
|
Forum Financial Management
Lombard,
Illinois
|
$1.23M
|
+$185K
|
1
|
0.03%
|
Increased
|
|
|
1123
|
Clarius Group LLC
Seattle,
Washington
|
$1.23M
|
+$149K
|
1
|
0.09%
|
Increased
|
|
|
1124
|
Forte Capital
Rochester,
New York
|
$1.22M
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1125
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.22M
|
-$82.7K
|
1
|
0.13%
|
Reduced
|
|
