|
1301
|
Naviter Wealth
Little Rock,
Arkansas
|
$252K
|
+$216K
|
1
|
0.06%
|
New
|
|
|
1302
|
Qsemble Capital Management
New York
|
$251K
|
+$41K
|
1
|
0.18%
|
Increased
|
|
|
1303
|
NinePointTwo Capital
Los Angeles,
California
|
$251K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1304
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$250K
|
-$108K
|
1
|
0.02%
|
Reduced
|
|
|
1305
|
Activest Wealth Management
Aventure,
Florida
|
$249K
|
+$37.3K
|
1
|
0.17%
|
Increased
|
|
|
1306
|
Penobscot Wealth Management
Portland,
Maine
|
$249K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1307
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$249K
|
-$5.74K
|
1
|
0.12%
|
Reduced
|
|
|
1308
|
Howe & Rusling
Rochester,
New York
|
$248K
|
+$253K
|
1
|
0.03%
|
New
|
|
|
1309
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$246K
|
+$256K
|
1
|
0.03%
|
New
|
|
|
1310
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$245K
|
+$59.4K
|
1
|
0%
|
Increased
|
|
|
1311
|
Lake Street Private Wealth
Chicago,
Illinois
|
$244K
|
+$357
|
1
|
0.04%
|
Increased
|
|
|
1312
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$243K
|
+$41.6K
|
1
|
0.03%
|
Increased
|
|
|
1313
|
Richelieu Gestion
Paris,
France
|
$243K
|
+$62K
|
1
|
0.2%
|
Increased
|
|
|
1314
|
CM Wealth Advisors
Beachwood,
Ohio
|
$242K
|
+$230K
|
1
|
0.08%
|
New
|
|
|
1315
|
Continuum Advisory
Eagle,
Idaho
|
$241K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1316
|
Wealthspire Advisors (New York)
New York
|
$241K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1317
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$241K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1318
|
United Services Automobile Association
San Antonio,
Texas
|
$240K
|
+$11.5K
|
1
|
0.01%
|
Increased
|
|
|
1319
|
Vision Capital Management
Portland,
Oregon
|
$240K
|
+$7.73K
|
1
|
0.04%
|
Increased
|
|
|
1320
|
Peregrine Asset Advisers
Portland,
Oregon
|
$239K
|
-$1.79K
|
1
|
0.18%
|
Reduced
|
|
|
1321
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$239K
|
-$246K
|
2
|
0.04%
|
Reduced
|
|
|
1322
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$239K
|
+$216K
|
1
|
0.03%
|
New
|
|
|
1323
|
Capital Wealth Planning
Naples,
Florida
|
$235K
|
-$263K
|
1
|
0%
|
Reduced
|
|
|
1324
|
Hilton Capital Management
Garden City,
New York
|
$233K
|
+$205K
|
1
|
0.03%
|
New
|
|
|
1325
|
Personal CFO Solutions
Chester,
New Jersey
|
$233K
|
+$248K
|
1
|
0.05%
|
New
|
|