|
1701
|
Spirepoint Private Client
Vero Beach,
Florida
|
$831K
|
+$6.67K
|
1
|
0.11%
|
Increased
|
|
|
1702
|
City State Bank
Norwalk,
Iowa
|
$829K
|
-$49.6K
|
1
|
0.3%
|
Reduced
|
|
|
1703
|
|
$827K
|
+$148K
|
3
|
0.05%
|
Increased
|
|
|
1704
|
First Command Advisory Services
Fort Worth,
Texas
|
$826K
|
+$28.2K
|
1
|
0.01%
|
Increased
|
|
|
1705
|
OneAscent Financial Services
Birmingham,
Alabama
|
$825K
|
+$732K
|
1
|
0.59%
|
New
|
|
|
1706
|
MTM Investment Management
Spartanburg,
South Carolina
|
$820K
|
-$31.2K
|
1
|
0.32%
|
Reduced
|
|
|
1707
|
Everett Harris & Co
Los Angeles,
California
|
$815K
|
-$9.8K
|
1
|
0.01%
|
Reduced
|
|
|
1708
|
JB Capital
Wethersfield,
Connecticut
|
$814K
|
+$5.88K
|
1
|
0.05%
|
Increased
|
|
|
1709
|
SignalPoint Asset Management
Springfield,
Missouri
|
$813K
|
-$31.4K
|
1
|
0.19%
|
Reduced
|
|
|
1710
|
Sachetta
Lynnfield,
Massachusetts
|
$813K
|
+$134K
|
3
|
0.32%
|
Increased
|
|
|
1711
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$812K
|
+$15.7K
|
1
|
0.07%
|
Increased
|
|
|
1712
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$812K
|
+$195K
|
2
|
0.08%
|
Increased
|
|
|
1713
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$812K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1714
|
Mirabaud Asset Management
London,
United Kingdom
|
$809K
|
+$718K
|
1
|
0.33%
|
New
|
|
|
1715
|
Wimmer Associates 1
Pasadena,
California
|
$809K
|
$0
|
1
|
0.4%
|
Maintained
|
|
|
1716
|
Catalina Capital Group
Torrance,
California
|
$807K
|
+$102K
|
1
|
0.27%
|
Increased
|
|
|
1717
|
Horizon Kinetics Asset Management
New York
|
$807K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1718
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$806K
|
-$9.8K
|
1
|
0.1%
|
Reduced
|
|
|
1719
|
Fiduciary Alliance
Greenville,
South Carolina
|
$805K
|
+$154K
|
2
|
0.11%
|
Increased
|
|
|
1720
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$805K
|
+$784
|
1
|
0.23%
|
Increased
|
|
|
1721
|
Telos Capital Management
San Diego,
California
|
$803K
|
+$36.5K
|
1
|
0.08%
|
Increased
|
|
|
1722
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$802K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1723
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$801K
|
$0
|
1
|
0.42%
|
Maintained
|
|
|
1724
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$800K
|
+$111K
|
1
|
0.07%
|
Increased
|
|
|
1725
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$799K
|
-$588
|
1
|
0.38%
|
Reduced
|
|
