|
2051
|
Fidelity International
Hamilton,
Bermuda
|
$511K
|
+$49.8K
|
1
|
0%
|
Increased
|
|
|
2052
|
Saybrook Capital
Winston Salem,
North Carolina
|
$511K
|
-$48K
|
1
|
0.14%
|
Reduced
|
|
|
2053
|
Court Place Advisors
Ellicott City,
Maryland
|
$510K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2054
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$510K
|
-$980
|
1
|
0.38%
|
Reduced
|
|
|
2055
|
Horizon Wealth Management
La Grange,
Illinois
|
$510K
|
+$22K
|
1
|
0.1%
|
Increased
|
|
|
2056
|
Destination Wealth Management
Walnut Creek,
California
|
$508K
|
+$43.5K
|
1
|
0.02%
|
Increased
|
|
|
2057
|
Lodestar Private Asset Management
Alamo,
California
|
$508K
|
-$588
|
1
|
0.06%
|
Reduced
|
|
|
2058
|
Oakworth Capital
Birmingham,
Alabama
|
$507K
|
+$105K
|
1
|
0.04%
|
Increased
|
|
|
2059
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$507K
|
-$7.06K
|
1
|
0.06%
|
Reduced
|
|
|
2060
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$507K
|
+$1.57K
|
1
|
0.12%
|
Increased
|
|
|
2061
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$506K
|
-$7.26K
|
1
|
0.07%
|
Reduced
|
|
|
2062
|
Lokken Investment Group
Lewes,
Delaware
|
$505K
|
+$2.16K
|
1
|
0.21%
|
Increased
|
|
|
2063
|
CM Wealth Advisors
Beachwood,
Ohio
|
$505K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2064
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$505K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2065
|
Umpqua Bank
Lake Oswego,
Oregon
|
$504K
|
+$18.4K
|
1
|
0.18%
|
Increased
|
|
|
2066
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$503K
|
-$196
|
1
|
0.31%
|
Reduced
|
|
|
2067
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$503K
|
-$52K
|
1
|
0.12%
|
Reduced
|
|
|
2068
|
Jasper Ridge Partners
Menlo Park,
California
|
$503K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2069
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$503K
|
+$26.3K
|
1
|
0.09%
|
Increased
|
|
|
2070
|
Rench Wealth Management
Denton,
Texas
|
$502K
|
-$350K
|
1
|
0.17%
|
Reduced
|
|
|
2071
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$502K
|
+$81.4K
|
2
|
0.16%
|
Increased
|
|
|
2072
|
Fiduciary Financial Group
San Rafael,
California
|
$501K
|
+$42.5K
|
1
|
0.12%
|
Increased
|
|
|
2073
|
Eagle Strategies
New York
|
$501K
|
-$25.9K
|
1
|
0.09%
|
Reduced
|
|
|
2074
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$500K
|
+$26.9K
|
1
|
0.03%
|
Increased
|
|
|
2075
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$500K
|
+$7.26K
|
1
|
0.11%
|
Increased
|
|
