|
1401
|
Altavista Wealth Management
Asheville,
North Carolina
|
$236K
|
-$93.9K
|
1
|
0.08%
|
Reduced
|
|
|
1402
|
Tradition Capital Management
Summit,
New Jersey
|
$235K
|
+$214K
|
1
|
0.06%
|
New
|
|
|
1403
|
First National Corp
Rockland,
Massachusetts
|
$234K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1404
|
Sound View Wealth Advisors
Savannah,
Georgia
|
$233K
|
-$14.9K
|
1
|
0.07%
|
Reduced
|
|
|
1405
|
Trinity Legacy Partners
Houston,
Texas
|
$230K
|
+$210K
|
1
|
0.15%
|
New
|
|
|
1406
|
Lenox Wealth Advisors
New York
|
$228K
|
+$56.4K
|
1
|
0.04%
|
Increased
|
|
|
1407
|
XR Securities
Chicago,
Illinois
|
$228K
|
+$208K
|
1
|
0.03%
|
New
|
|
|
1408
|
Capital Planning Advisors
Roseville,
California
|
$227K
|
+$207K
|
1
|
0.07%
|
New
|
|
|
1409
|
Parthenon LLC
Louisville,
Kentucky
|
$227K
|
+$207K
|
1
|
0.05%
|
New
|
|
|
1410
|
Cobiz Wealth
Denver,
Colorado
|
$226K
|
-$27.5K
|
1
|
0.04%
|
Reduced
|
|
|
1411
|
Moody National Bank Trust Division
Galveston,
Texas
|
$226K
|
+$66.1K
|
1
|
0.01%
|
Increased
|
|
|
1412
|
Scharf Investments
Los Gatos,
California
|
$226K
|
+$206K
|
1
|
0.01%
|
New
|
|
|
1413
|
Sutton Wealth Advisors
Tampa,
Florida
|
$225K
|
+$1.8K
|
1
|
0.13%
|
Increased
|
|
|
1414
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$225K
|
+$205K
|
1
|
0.14%
|
New
|
|
|
1415
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$221K
|
+$202K
|
1
|
0.04%
|
New
|
|
|
1416
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$221K
|
+$202K
|
1
|
0.07%
|
New
|
|
|
1417
|
Palladium Partners
Norfolk,
Virginia
|
$221K
|
+$201K
|
1
|
0.02%
|
New
|
|
|
1418
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$220K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1419
|
Karp Capital Management
Sausalito,
California
|
$220K
|
+$158K
|
1
|
0.08%
|
Increased
|
|
|
1420
|
One Wealth Advisors
San Francisco,
California
|
$220K
|
+$201K
|
1
|
0.18%
|
New
|
|
|
1421
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$219K
|
-$51.3K
|
1
|
0.02%
|
Reduced
|
|
|
1422
|
Ascent Wealth Partners
New Hartford,
New York
|
$217K
|
+$197K
|
1
|
0.07%
|
New
|
|
|
1423
|
Cooper Financial Group
Irvine,
California
|
$217K
|
+$198K
|
1
|
0.12%
|
New
|
|
|
1424
|
CreativeOne Wealth
Overland Park,
Kansas
|
$217K
|
+$198K
|
1
|
0.06%
|
New
|
|
|
1425
|
Rothschild Investment LLC
Chicago,
Illinois
|
$217K
|
+$197K
|
1
|
0.03%
|
New
|
|