|
1526
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$395K
|
-$27.6K
|
1
|
0.25%
|
Reduced
|
|
|
1527
|
Karpas Strategies
Litchfield,
Connecticut
|
$393K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1528
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$392K
|
-$91.9K
|
1
|
0.14%
|
Reduced
|
|
|
1529
|
Kays Financial Advisory
Atlanta,
Georgia
|
$391K
|
-$2.38M
|
1
|
0.09%
|
Reduced
|
|
|
1530
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$390K
|
+$407K
|
1
|
0.02%
|
New
|
|
|
1531
|
Aureus Asset Management
Boston,
Massachusetts
|
$389K
|
-$93.9K
|
1
|
0.05%
|
Reduced
|
|
|
1532
|
Avity Investment Management
Greenwich,
Connecticut
|
$389K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1533
|
Fruth Investment Management
Houston,
Texas
|
$389K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1534
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$386K
|
-$976
|
1
|
0.14%
|
Reduced
|
|
|
1535
|
Bridgeworth
Birmingham,
Alabama
|
$385K
|
-$234K
|
1
|
0.17%
|
Reduced
|
|
|
1536
|
Landaas & Company
Milwaukee,
Wisconsin
|
$385K
|
+$131K
|
1
|
0.31%
|
Increased
|
|
|
1537
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$385K
|
-$270K
|
1
|
0.04%
|
Reduced
|
|
|
1538
|
Fairpointe Capital
Chicago,
Illinois
|
$384K
|
+$139K
|
1
|
0.01%
|
Increased
|
|
|
1539
|
IMA Advisory Services
Denver,
Colorado
|
$384K
|
+$4.04K
|
1
|
0.16%
|
Increased
|
|
|
1540
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$384K
|
+$45K
|
1
|
0.06%
|
Increased
|
|
|
1541
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$381K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1542
|
Circle Wealth Management
Summit,
New Jersey
|
$380K
|
-$180K
|
1
|
0.13%
|
Reduced
|
|
|
1543
|
Ritholtz Wealth Management
New York
|
$380K
|
+$5.72K
|
1
|
0.1%
|
Increased
|
|
|
1544
|
First United Bank & Trust
Oakland,
Maryland
|
$379K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
1545
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$378K
|
+$13.8K
|
1
|
0.16%
|
Increased
|
|
|
1546
|
Eagle Capital Management (New York)
New York
|
$377K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1547
|
Highlander Capital Management
Short Hills,
New Jersey
|
$377K
|
+$58.3K
|
1
|
0.21%
|
Increased
|
|
|
1548
|
East Coast Asset Management
Essex,
Massachusetts
|
$376K
|
-$7.11K
|
1
|
0.1%
|
Reduced
|
|
|
1549
|
One Wealth Advisors
San Francisco,
California
|
$376K
|
+$12.4K
|
1
|
0.3%
|
Increased
|
|
|
1550
|
Allen Capital Group
Grand Island,
Nebraska
|
$374K
|
-$24.7K
|
1
|
0.14%
|
Reduced
|
|