|
1251
|
CreativeOne Wealth
Overland Park,
Kansas
|
$220K
|
+$215K
|
1
|
0.04%
|
New
|
|
|
1252
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$220K
|
-$691
|
1
|
0.02%
|
Reduced
|
|
|
1253
|
Hilton Capital Management
Garden City,
New York
|
$219K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1254
|
Independent Investors Inc
Nesconset,
New York
|
$219K
|
-$405K
|
1
|
0.07%
|
Reduced
|
|
|
1255
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$218K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1256
|
9258 Wealth Management
Blue Ash,
Ohio
|
$216K
|
+$210K
|
1
|
0.08%
|
New
|
|
|
1257
|
Ballentine Partners
Waltham,
Massachusetts
|
$216K
|
-$3.45K
|
1
|
0.01%
|
Reduced
|
|
|
1258
|
Shoker Investment Counsel
Oxford,
Ohio
|
$215K
|
+$378
|
1
|
0.14%
|
Increased
|
|
|
1259
|
|
$213K
|
-$34.5K
|
1
|
0.01%
|
Reduced
|
|
|
1260
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$213K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1261
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$212K
|
-$31.4K
|
1
|
0.01%
|
Reduced
|
|
|
1262
|
Alerus Financial
Grand Forks,
North Dakota
|
$211K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1263
|
Family Management
New York
|
$210K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1264
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$210K
|
+$208K
|
3
|
0.03%
|
New
|
|
|
1265
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$209K
|
+$193K
|
1
|
0.03%
|
New
|
|
|
1266
|
Minot Wealth Management
Westwood,
Massachusetts
|
$208K
|
+$191K
|
1
|
0.09%
|
New
|
|
|
1267
|
Rock Point Advisors
Burlington,
Vermont
|
$208K
|
+$190K
|
1
|
0.08%
|
New
|
|
|
1268
|
Lantz Financial
Naperville,
Illinois
|
$206K
|
-$31.1K
|
1
|
0.12%
|
Reduced
|
|
|
1269
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$205K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1270
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$205K
|
+$200K
|
1
|
0.01%
|
New
|
|
|
1271
|
Roundview Capital
Princeton,
New Jersey
|
$205K
|
+$200K
|
1
|
0.04%
|
New
|
|
|
1272
|
Crow Point Partners
Boston,
Massachusetts
|
$204K
|
+$208K
|
1
|
0.32%
|
New
|
|
|
1273
|
Resource Management
Metairie,
Louisiana
|
$204K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1274
|
WealthBridge Capital Management
Westerville,
Ohio
|
$203K
|
+$197K
|
1
|
0.13%
|
New
|
|
|
1275
|
Karpas Strategies
Litchfield,
Connecticut
|
$202K
|
$0
|
1
|
0.08%
|
Maintained
|
|