|
1851
|
Boston Family Office
Boston,
Massachusetts
|
$231K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1852
|
Advisor OS
Chicago,
Illinois
|
$231K
|
+$154K
|
1
|
0.02%
|
New
|
|
|
1853
|
Trillium Asset Management
Boston,
Massachusetts
|
$230K
|
-$19.6K
|
1
|
0.01%
|
Reduced
|
|
|
1854
|
626 Financial
Portage,
Michigan
|
$230K
|
-$7.67K
|
1
|
0.11%
|
Reduced
|
|
|
1855
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$230K
|
+$153K
|
1
|
0.09%
|
New
|
|
|
1856
|
Golden State Wealth Management
Santa Ana,
California
|
$229K
|
+$27.8K
|
2
|
0.03%
|
Increased
|
|
|
1857
|
Centerpoint Advisors
Needham,
Massachusetts
|
$229K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
1858
|
Natural Investments
Windsor,
California
|
$229K
|
+$211K
|
1
|
0.06%
|
New
|
|
|
1859
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$229K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1860
|
Platform Technology Partners
New York
|
$229K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1861
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$228K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1862
|
Grassi Investment Management
Santa Clara,
California
|
$228K
|
+$152K
|
1
|
0.02%
|
New
|
|
|
1863
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$227K
|
-$35.5K
|
1
|
0.18%
|
Reduced
|
|
|
1864
|
Pandora Wealth
Oakbrook Terrace,
Illinois
|
$226K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1865
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$226K
|
+$159K
|
3
|
0.1%
|
Increased
|
|
|
1866
|
Mystic Asset Management
Warwick,
Rhode Island
|
$226K
|
-$6.85K
|
1
|
0.05%
|
Reduced
|
|
|
1867
|
Instrumental Wealth
Tampa,
Florida
|
$225K
|
+$136K
|
1
|
0.18%
|
New
|
|
|
1868
|
TSA Wealth Management
Houston,
Texas
|
$225K
|
+$150K
|
1
|
0.08%
|
New
|
|
|
1869
|
Revisor Wealth Management
Akron,
Ohio
|
$225K
|
+$135K
|
1
|
0.08%
|
New
|
|
|
1870
|
Arrow Financial
Glens Falls,
New York
|
$225K
|
+$207K
|
1
|
0.02%
|
New
|
|
|
1871
|
Beacon Financial Group
Dallas,
Texas
|
$225K
|
+$207K
|
1
|
0.02%
|
New
|
|
|
1872
|
TCI Wealth Advisors
Tucson,
Arizona
|
$224K
|
+$150K
|
1
|
0.02%
|
New
|
|
|
1873
|
Avory & Company
Miami,
Florida
|
$224K
|
+$207K
|
1
|
0.14%
|
New
|
|
|
1874
|
Gries Financial
Cleveland,
Ohio
|
$224K
|
+$207K
|
1
|
0.04%
|
New
|
|
|
1875
|
AXQ Capital
Jersey City,
New Jersey
|
$224K
|
-$480K
|
1
|
0.07%
|
Reduced
|
|