|
1226
|
Planning Directions
Glen Mills,
Pennsylvania
|
$598K
|
+$713K
|
1
|
0.84%
|
New
|
|
|
1227
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$597K
|
-$67.9K
|
1
|
0.08%
|
Reduced
|
|
|
1228
|
Trilogy Capital
Irvine,
California
|
$597K
|
-$213K
|
1
|
0.07%
|
Reduced
|
|
|
1229
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$595K
|
+$171K
|
1
|
0.4%
|
Increased
|
|
|
1230
|
Parsec Financial Management
Asheville,
North Carolina
|
$594K
|
-$17.5K
|
1
|
0.04%
|
Reduced
|
|
|
1231
|
Washington Trust Bank
Spokane,
Washington
|
$594K
|
-$39.7K
|
1
|
0.11%
|
Reduced
|
|
|
1232
|
Abbrea Capital
Greenbrae,
California
|
$593K
|
+$11.9K
|
1
|
0.16%
|
Increased
|
|
|
1233
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$591K
|
+$65.6K
|
1
|
0.09%
|
Increased
|
|
|
1234
|
Evermay Wealth Management
Arlington,
Virginia
|
$589K
|
+$21.8K
|
1
|
0.18%
|
Increased
|
|
|
1235
|
James Investment Research
Alpha,
Ohio
|
$589K
|
-$4.11M
|
1
|
0.06%
|
Reduced
|
|
|
1236
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$588K
|
+$10K
|
1
|
0.1%
|
Increased
|
|
|
1237
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$588K
|
+$131K
|
1
|
0.11%
|
Increased
|
|
|
1238
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$587K
|
$0
|
1
|
0.42%
|
Maintained
|
|
|
1239
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$583K
|
-$29.1K
|
1
|
0.16%
|
Reduced
|
|
|
1240
|
Morningstar Investment Services
Chicago,
Illinois
|
$583K
|
+$683K
|
1
|
0.01%
|
New
|
|
|
1241
|
Iowa State Bank
Urbandale,
Iowa
|
$581K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
1242
|
Beacon Pointe Advisors
Newport Beach,
California
|
$580K
|
+$211K
|
1
|
0.09%
|
Increased
|
|
|
1243
|
Creative Financial Designs
Kokomo,
Indiana
|
$579K
|
+$2.28K
|
1
|
0.3%
|
Increased
|
|
|
1244
|
Oak Asset Management
Westlake Village,
California
|
$579K
|
-$140K
|
1
|
0.42%
|
Reduced
|
|
|
1245
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$578K
|
+$156K
|
1
|
0.2%
|
Increased
|
|
|
1246
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$574K
|
-$5.31K
|
1
|
0.18%
|
Reduced
|
|
|
1247
|
Norway Savings Bank
Portland,
Maine
|
$572K
|
+$43.6K
|
1
|
0.5%
|
Increased
|
|
|
1248
|
Focus Financial Network
Minneapolis,
Minnesota
|
$572K
|
-$35.5K
|
1
|
0.08%
|
Reduced
|
|
|
1249
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$570K
|
+$30.7K
|
1
|
0.15%
|
Increased
|
|
|
1250
|
Glenview State Bank Trust Department
Glenview,
Illinois
|
$568K
|
+$13.2K
|
1
|
0.27%
|
Increased
|
|
