|
1351
|
Biltmore Wealth Management
Tempe,
Arizona
|
$330K
|
+$15.2K
|
1
|
0.16%
|
Increased
|
|
|
1352
|
Capital Bank & Trust
Irvine,
California
|
$330K
|
+$22.6K
|
1
|
0%
|
Increased
|
|
|
1353
|
Oak Asset Management
Westlake Village,
California
|
$330K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1354
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$330K
|
+$10.2K
|
1
|
0.03%
|
Increased
|
|
|
1355
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$327K
|
-$9.91K
|
1
|
0.34%
|
Reduced
|
|
|
1356
|
Summit X LLC
Chesterfield,
Missouri
|
$327K
|
+$10.2K
|
1
|
0.13%
|
Increased
|
|
|
1357
|
CNB Bank
Clearfield,
Pennsylvania
|
$325K
|
+$204K
|
1
|
0.3%
|
Increased
|
|
|
1358
|
Cypress Wealth Services
Palm Desert,
California
|
$324K
|
-$216K
|
1
|
0.09%
|
Reduced
|
|
|
1359
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$323K
|
-$5.51K
|
1
|
0.1%
|
Reduced
|
|
|
1360
|
LMR Partners
London,
United Kingdom
|
$322K
|
-$3.24M
|
1
|
0.02%
|
Reduced
|
|
|
1361
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$321K
|
-$22K
|
1
|
0.17%
|
Reduced
|
|
|
1362
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$320K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1363
|
|
$317K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1364
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$317K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1365
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$316K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1366
|
FLC Capital Advisors
Palm Desert,
California
|
$315K
|
+$33K
|
1
|
0.13%
|
Increased
|
|
|
1367
|
WealthSource Partners
San Luis Obispo,
California
|
$315K
|
+$335K
|
1
|
0.05%
|
New
|
|
|
1368
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$313K
|
-$209K
|
1
|
0.33%
|
Reduced
|
|
|
1369
|
GW & Wade
Wellesley,
Massachusetts
|
$313K
|
+$13.1K
|
1
|
0.03%
|
Increased
|
|
|
1370
|
ADI Capital Management
New York
|
$311K
|
$0
|
1
|
1.91%
|
Maintained
|
|
|
1371
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$311K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1372
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$311K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1373
|
Cambridge Advisors
Omaha,
Nebraska
|
$310K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1374
|
C-J Advisory
San Jose,
California
|
$310K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1375
|
Highstreet Asset Management
London,
Ontario, Canada
|
$310K
|
$0
|
1
|
0.01%
|
Maintained
|
|