|
1876
|
Trillium Asset Management
Boston,
Massachusetts
|
$339K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1877
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$339K
|
-$5.35K
|
1
|
0.11%
|
Reduced
|
|
|
1878
|
RB Capital Management
Reno,
Nevada
|
$339K
|
+$5.75K
|
1
|
0.11%
|
Increased
|
|
|
1879
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$338K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1880
|
Lakeside Advisors
Seattle,
Washington
|
$338K
|
+$18.7K
|
1
|
0.26%
|
Increased
|
|
|
1881
|
WealthShield Partners
Cary,
North Carolina
|
$337K
|
+$6.42K
|
1
|
0.05%
|
Increased
|
|
|
1882
|
J.W. Burns & Co
Dewitt,
New York
|
$337K
|
-$1.47K
|
1
|
0.06%
|
Reduced
|
|
|
1883
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$336K
|
+$99K
|
1
|
0.04%
|
Increased
|
|
|
1884
|
Cannell & Spears
New York
|
$336K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1885
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$335K
|
+$3.21K
|
1
|
0.06%
|
Increased
|
|
|
1886
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$335K
|
-$1.74K
|
1
|
0.34%
|
Reduced
|
|
|
1887
|
Bigelow Investment Advisors
Portland,
Maine
|
$334K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1888
|
Avity Investment Management
Greenwich,
Connecticut
|
$333K
|
-$13.4K
|
1
|
0.03%
|
Reduced
|
|
|
1889
|
Provident Wealth Management
Brentwood,
Tennessee
|
$333K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1890
|
Tiemann Investment Advisors
Menlo Park,
California
|
$332K
|
-$10K
|
1
|
0.18%
|
Reduced
|
|
|
1891
|
Lodestar Private Asset Management
Alamo,
California
|
$332K
|
+$9.1K
|
1
|
0.06%
|
Increased
|
|
|
1892
|
Column Capital Advisors
Indianapolis,
Indiana
|
$332K
|
-$51.4K
|
1
|
0.05%
|
Reduced
|
|
|
1893
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$331K
|
+$20.3K
|
1
|
0.02%
|
Increased
|
|
|
1894
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$331K
|
-$803
|
1
|
0.05%
|
Reduced
|
|
|
1895
|
Windsor Capital Management
Phoenix,
Arizona
|
$330K
|
+$1.34K
|
1
|
0.11%
|
Increased
|
|
|
1896
|
Pegasus Asset Management
Montebello,
New York
|
$330K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1897
|
Summitry LLC
Foster City,
California
|
$329K
|
-$3.08K
|
1
|
0.02%
|
Reduced
|
|
|
1898
|
Barrett & Company
Providence,
Rhode Island
|
$329K
|
+$669
|
1
|
0.21%
|
Increased
|
|
|
1899
|
BCK Capital Management
Stamford,
Connecticut
|
$329K
|
+$187K
|
1
|
0.29%
|
Increased
|
|
|
1900
|
Lindbrook Capital
Calabasas,
California
|
$328K
|
-$39.6K
|
2
|
0.04%
|
Reduced
|
|
