|
1201
|
Columbia Trust
Portland,
Oregon
|
$589K
|
-$29.9K
|
1
|
0.31%
|
Reduced
|
|
|
1202
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$587K
|
+$630K
|
1
|
0.01%
|
New
|
|
|
1203
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$582K
|
+$43K
|
1
|
0.33%
|
Increased
|
|
|
1204
|
Connable Office Inc
Kalamazoo,
Michigan
|
$581K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1205
|
S.A. Mason
Holland,
Michigan
|
$581K
|
$0
|
1
|
0.38%
|
Maintained
|
|
|
1206
|
Copperwynd Financial
Scottsdale,
Arizona
|
$579K
|
-$1.44K
|
1
|
0.24%
|
Reduced
|
|
|
1207
|
Toth Financial Advisory
Leesburg,
Virginia
|
$579K
|
+$110K
|
3
|
0.09%
|
Increased
|
|
|
1208
|
Verity & Verity
Beaufort,
South Carolina
|
$579K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1209
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$574K
|
-$10.1K
|
1
|
0.21%
|
Reduced
|
|
|
1210
|
FourThought Financial
Venice,
Florida
|
$574K
|
-$32.1K
|
3
|
0.08%
|
Reduced
|
|
|
1211
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$573K
|
+$42.1K
|
2
|
0.01%
|
Increased
|
|
|
1212
|
Cable Hill Partners
Portland,
Oregon
|
$570K
|
+$2.19K
|
1
|
0.14%
|
Increased
|
|
|
1213
|
Savant Capital
Rockford,
Illinois
|
$570K
|
+$263K
|
2
|
0.02%
|
Increased
|
|
|
1214
|
NuWave Investment Management
Parsippany,
New Jersey
|
$568K
|
+$540K
|
2
|
0.65%
|
Increased
|
|
|
1215
|
Bison Wealth
Atlanta,
Georgia
|
$566K
|
-$14.4K
|
1
|
0.26%
|
Reduced
|
|
|
1216
|
ClearBridge Investments
New York
|
$557K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1217
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$557K
|
+$593K
|
1
|
0.06%
|
New
|
|
|
1218
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$555K
|
-$11.1K
|
4
|
0.05%
|
Reduced
|
|
|
1219
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$553K
|
+$1.92K
|
1
|
0.19%
|
Increased
|
|
|
1220
|
Howard Capital Management Group
Los Angeles,
California
|
$553K
|
+$129
|
1
|
0.05%
|
Increased
|
|
|
1221
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$552K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1222
|
Round Rock Advisors
Wilton,
Connecticut
|
$551K
|
$0
|
1
|
0.41%
|
Maintained
|
|
|
1223
|
Checchi Capital Advisers
Beverly Hills,
California
|
$546K
|
-$7.67K
|
2
|
0.05%
|
Reduced
|
|
|
1224
|
Zions Bancorporation
Salt Lake City,
Utah
|
$538K
|
+$72.5K
|
5
|
0.05%
|
Increased
|
|
|
1225
|
Intersect Capital
San Ramon,
California
|
$535K
|
$0
|
1
|
0.09%
|
Maintained
|
|