|
2201
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$305K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2202
|
Sonora Investment Management
Tucson,
Arizona
|
$305K
|
-$2.28K
|
4
|
0.03%
|
Reduced
|
|
|
2203
|
Gilbert & Cook
West Des Moines,
Iowa
|
$303K
|
+$295K
|
1
|
0.07%
|
New
|
|
|
2204
|
Monte Financial Group
Guilford,
Connecticut
|
$303K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
2205
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$303K
|
+$22.8K
|
1
|
0.08%
|
Increased
|
|
|
2206
|
Meritage Group
San Francisco,
California
|
$301K
|
+$297K
|
1
|
0.01%
|
New
|
|
|
2207
|
Cypress Capital Group
Palm Beach,
Florida
|
$300K
|
-$28.3K
|
1
|
0.05%
|
Reduced
|
|
|
2208
|
Southport Management
Wilson,
Wyoming
|
$300K
|
+$286K
|
1
|
1.01%
|
New
|
|
|
2209
|
Granite Investment Advisors
Concord,
New Hampshire
|
$299K
|
-$23.4K
|
1
|
0.06%
|
Reduced
|
|
|
2210
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$298K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2211
|
Cerity Partners OCIO
New York
|
$297K
|
-$13.7K
|
1
|
0.01%
|
Reduced
|
|
|
2212
|
Gryphon Financial Partners
Columbus,
Ohio
|
$297K
|
+$10.3K
|
1
|
0.08%
|
Increased
|
|
|
2213
|
Red Door Wealth Management
Memphis,
Tennessee
|
$297K
|
+$297K
|
1
|
0.26%
|
New
|
|
|
2214
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$297K
|
-$255K
|
1
|
0.03%
|
Reduced
|
|
|
2215
|
WBH Advisory
Baltimore,
Maryland
|
$296K
|
-$4.65K
|
1
|
0.06%
|
Reduced
|
|
|
2216
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$295K
|
+$279K
|
1
|
0.09%
|
New
|
|
|
2217
|
FAS Wealth Partners
Leawood,
Kansas
|
$295K
|
+$759
|
1
|
0.05%
|
Increased
|
|
|
2218
|
Procyon Advisors
Shelton,
Connecticut
|
$293K
|
+$290K
|
10
|
0.18%
|
New
|
|
|
2219
|
Cannell & Spears
New York
|
$292K
|
+$292K
|
1
|
0.03%
|
New
|
|
|
2220
|
Tradewinds Capital Management
Bellingham,
Washington
|
$292K
|
+$213K
|
7
|
0.09%
|
Increased
|
|
|
2221
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$291K
|
+$284K
|
1
|
0.19%
|
New
|
|
|
2222
|
Apriem Advisors
Irvine,
California
|
$290K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2223
|
Peak Asset Management
Louisville,
Colorado
|
$290K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2224
|
|
$289K
|
+$277K
|
1
|
0.18%
|
New
|
|
|
2225
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$286K
|
-$94.3K
|
6
|
0.11%
|
Reduced
|
|