|
1501
|
Karpas Strategies
Litchfield,
Connecticut
|
$320K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1502
|
Valicenti Advisory Services
Elmira,
New York
|
$320K
|
-$3.87M
|
1
|
0.16%
|
Reduced
|
|
|
1503
|
Aureus Asset Management
Boston,
Massachusetts
|
$319K
|
+$2.52K
|
1
|
0.05%
|
Increased
|
|
|
1504
|
Cornerstone Capital
Palo Alto,
California
|
$318K
|
-$176K
|
1
|
0.06%
|
Reduced
|
|
|
1505
|
HighVista Strategies
Boston,
Massachusetts
|
$318K
|
-$113K
|
1
|
0.28%
|
Reduced
|
|
|
1506
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$314K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1507
|
Narwhal Capital Management
Marietta,
Georgia
|
$314K
|
-$126K
|
1
|
0.08%
|
Reduced
|
|
|
1508
|
Altavista Wealth Management
Asheville,
North Carolina
|
$313K
|
-$79.6K
|
1
|
0.13%
|
Reduced
|
|
|
1509
|
Game Creek Capital
Boston,
Massachusetts
|
$313K
|
-$245K
|
1
|
0.15%
|
Reduced
|
|
|
1510
|
TrueWealth LLC
Atlanta,
Georgia
|
$313K
|
-$17.8K
|
1
|
0.16%
|
Reduced
|
|
|
1511
|
Intelligence Driven Advisers
Carlsbad,
California
|
$311K
|
+$344K
|
1
|
0.2%
|
New
|
|
|
1512
|
IMA Advisory Services
Denver,
Colorado
|
$310K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1513
|
FAS Wealth Partners
Leawood,
Kansas
|
$309K
|
+$2.28K
|
1
|
0.07%
|
Increased
|
|
|
1514
|
Trust Company
Manhattan,
Kansas
|
$309K
|
+$29.5K
|
1
|
0.17%
|
Increased
|
|
|
1515
|
MCF Advisors
Covington,
Kentucky
|
$308K
|
+$184K
|
1
|
0.06%
|
Increased
|
|
|
1516
|
Eagle Capital Management (New York)
New York
|
$307K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1517
|
Pathlight Investors
Phoenix,
Arizona
|
$307K
|
+$319K
|
1
|
0.25%
|
New
|
|
|
1518
|
Strategic Advisors
New York
|
$307K
|
+$80.9K
|
1
|
0.13%
|
Increased
|
|
|
1519
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$307K
|
+$339K
|
1
|
0.15%
|
New
|
|
|
1520
|
Davidson Investment Advisors
Great Falls,
Montana
|
$306K
|
-$11M
|
1
|
0.04%
|
Reduced
|
|
|
1521
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$305K
|
-$4.68K
|
1
|
0.14%
|
Reduced
|
|
|
1522
|
Capital Advantage
Walnut Creek,
California
|
$304K
|
-$10.7K
|
1
|
0.12%
|
Reduced
|
|
|
1523
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$304K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1524
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$303K
|
$0
|
1
|
0.37%
|
Maintained
|
|
|
1525
|
Westside Investment Management
Santa Monica,
California
|
$302K
|
+$48.5K
|
1
|
0.11%
|
Increased
|
|