|
1201
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$225K
|
-$5.71K
|
2
|
0.05%
|
Reduced
|
|
|
1202
|
Ballentine Partners
Waltham,
Massachusetts
|
$223K
|
+$217K
|
1
|
0.01%
|
New
|
|
|
1203
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$223K
|
+$206K
|
1
|
0.04%
|
New
|
|
|
1204
|
Bienville Capital Management
New York
|
$222K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1205
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$219K
|
+$212K
|
1
|
0.02%
|
New
|
|
|
1206
|
Miles Capital
West Des Moines,
Iowa
|
$218K
|
+$202K
|
1
|
0.18%
|
New
|
|
|
1207
|
Alerus Financial
Grand Forks,
North Dakota
|
$217K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1208
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$217K
|
+$207K
|
1
|
0.09%
|
New
|
|
|
1209
|
New England Research & Management
Chicago,
Illinois
|
$217K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1210
|
Linscomb Wealth
Houston,
Texas
|
$216K
|
+$558
|
1
|
0.02%
|
Increased
|
|
|
1211
|
Karpas Strategies
Litchfield,
Connecticut
|
$215K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1212
|
OneAscent Financial Services
Birmingham,
Alabama
|
$214K
|
+$207K
|
1
|
0.15%
|
New
|
|
|
1213
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$213K
|
+$122K
|
3
|
0.02%
|
Increased
|
|
|
1214
|
Community Capital Management
Plantation,
Florida
|
$212K
|
+$197K
|
1
|
0.24%
|
New
|
|
|
1215
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$211K
|
+$195K
|
1
|
0.04%
|
New
|
|
|
1216
|
North Star Investment Management
Chicago,
Illinois
|
$211K
|
-$146K
|
1
|
0.02%
|
Reduced
|
|
|
1217
|
Resource Management
Metairie,
Louisiana
|
$211K
|
+$204K
|
1
|
0.04%
|
New
|
|
|
1218
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$210K
|
-$6.74K
|
1
|
0.02%
|
Reduced
|
|
|
1219
|
BBT Capital Management
Fort Worth,
Texas
|
$206K
|
+$27.2K
|
1
|
0.24%
|
Increased
|
|
|
1220
|
9258 Wealth Management
Blue Ash,
Ohio
|
$205K
|
+$198K
|
1
|
0.17%
|
New
|
|
|
1221
|
Aries Wealth Management
Portland,
Maine
|
$204K
|
-$10.2K
|
1
|
0.14%
|
Reduced
|
|
|
1222
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$203K
|
+$65.9K
|
3
|
0.17%
|
Increased
|
|
|
1223
|
Sand Hill Global Advisors
Palo Alto,
California
|
$203K
|
+$187K
|
1
|
0.02%
|
New
|
|
|
1224
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$201K
|
-$81.6K
|
1
|
0.01%
|
Reduced
|
|
|
1225
|
Norman Fields Gottscho Capital Management
New York
|
$201K
|
+$191K
|
1
|
0.1%
|
New
|
|