|
1526
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$537K
|
+$426K
|
1
|
0.23%
|
New
|
|
|
1527
|
Calamos Wealth Management
Naperville,
Illinois
|
$536K
|
-$34.7K
|
1
|
0.07%
|
Reduced
|
|
|
1528
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$535K
|
-$138K
|
1
|
0.54%
|
Reduced
|
|
|
1529
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$533K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1530
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$532K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1531
|
Allred Capital Management
Dallas,
Texas
|
$531K
|
+$14.2K
|
1
|
0.34%
|
Increased
|
|
|
1532
|
BSW Wealth Partners
Boulder,
Colorado
|
$531K
|
+$421K
|
1
|
0.18%
|
New
|
|
|
1533
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$528K
|
+$419K
|
1
|
0.21%
|
New
|
|
|
1534
|
Madden Securities
Dallas,
Texas
|
$527K
|
+$418K
|
1
|
0.47%
|
New
|
|
|
1535
|
Strategic Advisors
New York
|
$525K
|
+$1.66K
|
1
|
0.2%
|
Increased
|
|
|
1536
|
PCJ Investment Counsel
Toronto,
Ontario, Canada
|
$523K
|
+$415K
|
1
|
0.25%
|
New
|
|
|
1537
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$522K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1538
|
Callan Capital
La Jolla,
California
|
$520K
|
+$553
|
1
|
0.13%
|
Increased
|
|
|
1539
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$520K
|
+$98.8K
|
1
|
0.21%
|
Increased
|
|
|
1540
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$515K
|
+$409K
|
1
|
0.22%
|
New
|
|
|
1541
|
Trivium Point Advisory
Westport,
Connecticut
|
$514K
|
+$135K
|
1
|
0.2%
|
Increased
|
|
|
1542
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$513K
|
-$31K
|
1
|
0.09%
|
Reduced
|
|
|
1543
|
|
$512K
|
-$16.6K
|
1
|
0.35%
|
Reduced
|
|
|
1544
|
Sargent Investment Group
Bethesda,
Maryland
|
$510K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1545
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$504K
|
+$967
|
1
|
0.23%
|
Increased
|
|
|
1546
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$502K
|
-$8.29K
|
1
|
0%
|
Reduced
|
|
|
1547
|
Stelac Advisory Services
New York
|
$500K
|
+$397K
|
1
|
0.19%
|
New
|
|
|
1548
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$497K
|
+$394K
|
1
|
0.14%
|
New
|
|
|
1549
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$497K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1550
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$493K
|
-$829
|
1
|
0.43%
|
Reduced
|
|