|
2051
|
Lau Associates
Greenville,
Delaware
|
$250K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
2052
|
Group One Trading
Chicago,
Illinois
|
$249K
|
-$886K
|
4
|
0%
|
Reduced
|
|
|
2053
|
Greystone Investment Management
Cincinnati,
Ohio
|
$248K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2054
|
Koch Industries
Wichita,
Kansas
|
$247K
|
+$242K
|
1
|
0.21%
|
New
|
|
|
2055
|
Bison Wealth
Atlanta,
Georgia
|
$246K
|
-$510K
|
1
|
0.21%
|
Reduced
|
|
|
2056
|
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
$245K
|
-$72.9K
|
1
|
0.01%
|
Reduced
|
|
|
2057
|
Goodman Financial
Houston,
Texas
|
$243K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2058
|
Independence Advisors
Wayne,
Pennsylvania
|
$243K
|
+$7.95K
|
1
|
0.1%
|
Increased
|
|
|
2059
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$242K
|
-$51.8K
|
9
|
0.03%
|
Reduced
|
|
|
2060
|
CFO4Life Group
Coppell,
Texas
|
$239K
|
+$239K
|
1
|
0.22%
|
New
|
|
|
2061
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$237K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
2062
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$237K
|
+$15.3K
|
1
|
0.22%
|
Increased
|
|
|
2063
|
Fort Point Capital Partners
San Francisco,
California
|
$236K
|
-$52K
|
1
|
0.12%
|
Reduced
|
|
|
2064
|
Round Table Services
Westfield,
New Jersey
|
$236K
|
+$231K
|
1
|
0.08%
|
New
|
|
|
2065
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$233K
|
-$4.48K
|
1
|
0.13%
|
Reduced
|
|
|
2066
|
Hourglass Capital
Houston,
Texas
|
$231K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2067
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$231K
|
-$3.55K
|
3
|
0.21%
|
Reduced
|
|
|
2068
|
The Family Firm
Bethesda,
Maryland
|
$230K
|
+$221
|
1
|
0.11%
|
Increased
|
|
|
2069
|
Avidian Wealth Enterprises
Houston,
Texas
|
$229K
|
-$3.31K
|
1
|
0.09%
|
Reduced
|
|
|
2070
|
Segment Wealth Management
Houston,
Texas
|
$229K
|
+$9.83K
|
1
|
0.07%
|
Increased
|
|
|
2071
|
Catamount Wealth Management
Westport,
Connecticut
|
$228K
|
$0
|
2
|
0.16%
|
Maintained
|
|
|
2072
|
NorthRock Partners
Minneapolis,
Minnesota
|
$227K
|
+$223K
|
1
|
0.1%
|
New
|
|
|
2073
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$226K
|
+$217K
|
1
|
0.2%
|
New
|
|
|
2074
|
Hutchinson Capital Management
San Rafael,
California
|
$225K
|
-$10.5M
|
1
|
0.06%
|
Reduced
|
|
|
2075
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$219K
|
-$67.3K
|
1
|
0.11%
|
Reduced
|
|