|
1401
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$359K
|
+$347K
|
1
|
0.03%
|
New
|
|
|
1402
|
Center for Financial Planning
Southfied,
Michigan
|
$356K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
1403
|
EP Wealth Advisors
Torrance,
California
|
$356K
|
+$19K
|
1
|
0.01%
|
Increased
|
|
|
1404
|
Engine No 1 LLC
San Francisco,
California
|
$355K
|
+$71.4K
|
1
|
0.07%
|
Increased
|
|
|
1405
|
Vigilant Capital Management
Portland,
Maine
|
$352K
|
-$9.76K
|
3
|
0.02%
|
Reduced
|
|
|
1406
|
First Foundation Advisors
Irvine,
California
|
$351K
|
+$19.9K
|
1
|
0.01%
|
Increased
|
|
|
1407
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$350K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1408
|
Innovative Portfolios
Indianapolis,
Indiana
|
$349K
|
$0
|
1
|
0.81%
|
Maintained
|
|
|
1409
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$349K
|
+$362K
|
1
|
0.12%
|
New
|
|
|
1410
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$348K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1411
|
Members Trust
Tampa,
Florida
|
$348K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1412
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$345K
|
-$86.4K
|
1
|
0.15%
|
Reduced
|
|
|
1413
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$345K
|
-$261K
|
4
|
0.04%
|
Reduced
|
|
|
1414
|
Community Bank
Dewitt,
New York
|
$344K
|
-$31.9K
|
3
|
0.04%
|
Reduced
|
|
|
1415
|
Alpha Paradigm Partners
Chicago,
Illinois
|
$341K
|
+$71.5K
|
2
|
0.14%
|
Increased
|
|
|
1416
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$341K
|
+$26.2K
|
1
|
0.07%
|
Increased
|
|
|
1417
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$340K
|
-$1.12K
|
1
|
0.03%
|
Reduced
|
|
|
1418
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$340K
|
+$355K
|
1
|
0.19%
|
New
|
|
|
1419
|
Great Diamond Partners
Portland,
Maine
|
$340K
|
+$7.07K
|
1
|
0.09%
|
Increased
|
|
|
1420
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$340K
|
-$30.2K
|
1
|
0.08%
|
Reduced
|
|
|
1421
|
Shoker Investment Counsel
Oxford,
Ohio
|
$339K
|
+$462
|
1
|
0.16%
|
Increased
|
|
|
1422
|
TD Private Client Wealth
New York
|
$336K
|
-$31.2K
|
5
|
0.01%
|
Reduced
|
|
|
1423
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$332K
|
+$5.24K
|
1
|
0.01%
|
Increased
|
|
|
1424
|
Menard Financial Group
Houston,
Texas
|
$331K
|
+$79K
|
1
|
0.27%
|
Increased
|
|
|
1425
|
Fractal Investments
Glastonbury,
Connecticut
|
$326K
|
+$327K
|
1
|
0.11%
|
New
|
|