|
2051
|
Boyar Asset Management
New York
|
$233K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2052
|
Truepoint Inc
Cincinnati,
Ohio
|
$233K
|
-$12.9K
|
1
|
0.01%
|
Reduced
|
|
|
2053
|
Bollard Group
Boston,
Massachusetts
|
$232K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2054
|
Marotta Asset Management
Charlottesville,
Virginia
|
$231K
|
+$231K
|
1
|
0.05%
|
New
|
|
|
2055
|
Security Financial Services
Fort Wayne,
Indiana
|
$230K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2056
|
DFPG Investments
Sandy,
Utah
|
$229K
|
+$5.22K
|
1
|
0.09%
|
Increased
|
|
|
2057
|
East Coast Asset Management
Essex,
Massachusetts
|
$229K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2058
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$229K
|
+$46.6K
|
1
|
0.11%
|
Increased
|
|
|
2059
|
Gradient Capital Advisors
San Diego,
California
|
$228K
|
-$10.2K
|
1
|
0.1%
|
Reduced
|
|
|
2060
|
Sculptor Capital
New York
|
$228K
|
-$4.04M
|
1
|
0%
|
Reduced
|
|
|
2061
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$228K
|
-$32K
|
1
|
0.08%
|
Reduced
|
|
|
2062
|
Apexium Financial
Dallas,
Texas
|
$227K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2063
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$227K
|
-$68.1K
|
1
|
0.04%
|
Reduced
|
|
|
2064
|
Doliver Advisors
Houston,
Texas
|
$227K
|
+$3K
|
1
|
0.07%
|
Increased
|
|
|
2065
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$227K
|
-$105K
|
1
|
0.08%
|
Reduced
|
|
|
2066
|
Unigestion Holding
Geneva,
Switzerland
|
$227K
|
+$228K
|
1
|
0.01%
|
New
|
|
|
2067
|
CVA Family Office
Denver,
Colorado
|
$226K
|
+$79.2K
|
1
|
0.05%
|
Increased
|
|
|
2068
|
Echo45 Advisors
Walnut Creek,
California
|
$226K
|
-$56.6K
|
1
|
0.18%
|
Reduced
|
|
|
2069
|
First Farmers & Merchants Bank Trust
Columbia,
Tennessee
|
$226K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
2070
|
Mirador Capital Partners
Pleasanton,
California
|
$226K
|
+$19.6K
|
1
|
0.05%
|
Increased
|
|
|
2071
|
Evoke Wealth
Los Angeles,
California
|
$225K
|
-$123K
|
1
|
0.01%
|
Reduced
|
|
|
2072
|
Financial Advisors
Andover,
Massachusetts
|
$225K
|
+$22.4K
|
1
|
0.07%
|
Increased
|
|
|
2073
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$225K
|
+$74.5K
|
1
|
0.05%
|
Increased
|
|
|
2074
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$225K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2075
|
Paragon Financial Partners
Woodland Hills,
California
|
$225K
|
$0
|
1
|
0.2%
|
Maintained
|
|