|
1501
|
Global Financial Private Client
Sarasota,
Florida
|
$299K
|
+$288K
|
1
|
0.25%
|
New
|
|
|
1502
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$297K
|
+$80.2K
|
1
|
0.23%
|
Increased
|
|
|
1503
|
First American Bank
Dundee,
Illinois
|
$297K
|
+$286K
|
1
|
0.02%
|
New
|
|
|
1504
|
Loveless Wealth Management
Billings,
Montana
|
$297K
|
+$284K
|
1
|
0.26%
|
New
|
|
|
1505
|
|
$297K
|
+$94.8K
|
1
|
0.1%
|
Increased
|
|
|
1506
|
Lucia Wealth Services
San Diego,
California
|
$296K
|
+$6.25K
|
1
|
0.09%
|
Increased
|
|
|
1507
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$296K
|
+$263K
|
1
|
0.06%
|
Increased
|
|
|
1508
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$295K
|
$0
|
1
|
0.82%
|
Maintained
|
|
|
1509
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$294K
|
+$8.96K
|
1
|
0.01%
|
Increased
|
|
|
1510
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$292K
|
+$282K
|
1
|
0.12%
|
New
|
|
|
1511
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$292K
|
-$21.5K
|
1
|
0.07%
|
Reduced
|
|
|
1512
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$291K
|
+$8.34K
|
1
|
0.12%
|
Increased
|
|
|
1513
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$291K
|
+$280K
|
1
|
0.06%
|
New
|
|
|
1514
|
Vivaldi Capital Management
Chicago,
Illinois
|
$291K
|
-$60.4K
|
1
|
0.07%
|
Reduced
|
|
|
1515
|
Wimmer Associates 1
Pasadena,
California
|
$291K
|
+$12K
|
1
|
0.23%
|
Increased
|
|
|
1516
|
Ranch Capital Advisors
Sarasota,
Florida
|
$290K
|
+$21.6K
|
1
|
0.24%
|
Increased
|
|
|
1517
|
Wade Financial Advisory
Campbell,
California
|
$290K
|
+$279K
|
1
|
0.26%
|
New
|
|
|
1518
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$287K
|
-$95.4K
|
1
|
0.07%
|
Reduced
|
|
|
1519
|
Mather Group
Chicago,
Illinois
|
$285K
|
+$275K
|
1
|
0.02%
|
New
|
|
|
1520
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$284K
|
+$39K
|
1
|
0.08%
|
Increased
|
|
|
1521
|
Grove Bank & Trust
Miami,
Florida
|
$283K
|
+$18.6K
|
1
|
0.09%
|
Increased
|
|
|
1522
|
Wedge Capital Management
Charlotte,
North Carolina
|
$281K
|
+$9.07K
|
1
|
0%
|
Increased
|
|
|
1523
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$279K
|
+$43.6K
|
1
|
0.02%
|
Increased
|
|
|
1524
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$278K
|
-$40.9K
|
1
|
0.09%
|
Reduced
|
|
|
1525
|
Circle Wealth Management
Summit,
New Jersey
|
$277K
|
-$206K
|
1
|
0.05%
|
Reduced
|
|