|
1801
|
AllSquare Wealth Management
Albany,
New York
|
$292K
|
+$15.1K
|
1
|
0.18%
|
Increased
|
|
|
1802
|
Inscription Capital
Houston,
Texas
|
$291K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1803
|
Frisch Financial Group
Melville,
New York
|
$290K
|
+$12.8K
|
1
|
0.1%
|
Increased
|
|
|
1804
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$289K
|
+$2.99K
|
1
|
0.1%
|
Increased
|
|
|
1805
|
MA Private Wealth
San Carlos,
California
|
$289K
|
+$271K
|
1
|
0.06%
|
New
|
|
|
1806
|
Summit Wealth Partners
Orlando,
Florida
|
$288K
|
+$239
|
1
|
0.07%
|
Increased
|
|
|
1807
|
Catalyst Capital Advisors
Huntington,
New York
|
$288K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1808
|
Mattern Wealth Management
Lawrence,
Kansas
|
$287K
|
-$25K
|
1
|
0.1%
|
Reduced
|
|
|
1809
|
Private Capital Advisors
Darien,
Connecticut
|
$287K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1810
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$286K
|
+$269K
|
1
|
0.1%
|
New
|
|
|
1811
|
VisionPoint Advisory Group
Dallas,
Texas
|
$286K
|
-$109K
|
1
|
0.14%
|
Reduced
|
|
|
1812
|
Apriem Advisors
Irvine,
California
|
$284K
|
-$8.98K
|
1
|
0.04%
|
Reduced
|
|
|
1813
|
BOK Financial Private Wealth
Denver,
Colorado
|
$284K
|
+$267K
|
1
|
0.03%
|
New
|
|
|
1814
|
Bel Air Investment Advisors
Los Angeles,
California
|
$283K
|
+$266K
|
1
|
0.01%
|
New
|
|
|
1815
|
Prudent Investors Network
Lake Forest,
California
|
$282K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1816
|
Trinity Financial Advisors
Columbus,
Ohio
|
$282K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1817
|
Gradient Capital Advisors
San Diego,
California
|
$281K
|
-$19.6K
|
1
|
0.15%
|
Reduced
|
|
|
1818
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$281K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1819
|
Winslow Asset Management
Beachwood,
Ohio
|
$281K
|
+$264K
|
1
|
0.06%
|
New
|
|
|
1820
|
Bouchey Financial Group
Troy,
New York
|
$280K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1821
|
Bridgeworth
Birmingham,
Alabama
|
$278K
|
+$3.59K
|
1
|
0.09%
|
Increased
|
|
|
1822
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$278K
|
+$1.08K
|
1
|
0.11%
|
Increased
|
|
|
1823
|
McGowan Group Asset Management
Dallas,
Texas
|
$277K
|
+$479
|
1
|
0.05%
|
Increased
|
|
|
1824
|
Crossvault Capital Management
San Antonio,
Texas
|
$275K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1825
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$275K
|
$0
|
1
|
0.05%
|
Maintained
|
|