|
2401
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$236K
|
$0
|
2
|
0.12%
|
Maintained
|
|
|
2402
|
Sargent Investment Group
Bethesda,
Maryland
|
$236K
|
+$207K
|
1
|
0.07%
|
New
|
|
|
2403
|
GW & Wade
Wellesley,
Massachusetts
|
$235K
|
+$224K
|
1
|
0.01%
|
New
|
|
|
2404
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$233K
|
+$216K
|
5
|
0.21%
|
New
|
|
|
2405
|
Sonora Investment Management
Tucson,
Arizona
|
$233K
|
-$36.4K
|
4
|
0.02%
|
Reduced
|
|
|
2406
|
Surevest
Los Angeles,
California
|
$233K
|
+$198K
|
1
|
0.08%
|
New
|
|
|
2407
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$232K
|
+$197K
|
1
|
0.09%
|
New
|
|
|
2408
|
Tranquility Partners
Brentwood,
Tennessee
|
$232K
|
-$75K
|
1
|
0.16%
|
Reduced
|
|
|
2409
|
Glassman Wealth Services
Vienna,
Virginia
|
$231K
|
+$23.9K
|
14
|
0.05%
|
Increased
|
|
|
2410
|
Permanens Capital
New York
|
$231K
|
+$146K
|
2
|
0.05%
|
Increased
|
|
|
2411
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$231K
|
+$203K
|
1
|
0.01%
|
New
|
|
|
2412
|
GM Advisory Group
Melville,
New York
|
$230K
|
-$41.1K
|
1
|
0.03%
|
Reduced
|
|
|
2413
|
Sustainable Insight Capital Management
New York
|
$228K
|
+$220K
|
1
|
0.16%
|
New
|
|
|
2414
|
Well Done LLC
Holland,
Michigan
|
$228K
|
+$201K
|
1
|
0.06%
|
New
|
|
|
2415
|
Asset Management Corp
Northbrook,
Illinois
|
$227K
|
+$211K
|
1
|
0.13%
|
New
|
|
|
2416
|
Baystate Wealth Management
Boston,
Massachusetts
|
$227K
|
-$31.8K
|
7
|
0.03%
|
Reduced
|
|
|
2417
|
Granite Investment Advisors
Concord,
New Hampshire
|
$227K
|
+$210K
|
1
|
0.04%
|
New
|
|
|
2418
|
NuWave Investment Management
Parsippany,
New Jersey
|
$227K
|
-$277K
|
3
|
0.3%
|
Reduced
|
|
|
2419
|
Stockman Wealth Management
Billings,
Montana
|
$227K
|
-$1.67M
|
1
|
0.07%
|
Reduced
|
|
|
2420
|
Harvest Fund Management
Beijing,
China
|
$226K
|
-$83.3K
|
3
|
0.02%
|
Reduced
|
|
|
2421
|
Lantz Financial
Naperville,
Illinois
|
$226K
|
-$37.6K
|
1
|
0.14%
|
Reduced
|
|
|
2422
|
United Bank (Virginia)
Vienna,
Virginia
|
$224K
|
+$207K
|
1
|
0.03%
|
New
|
|
|
2423
|
AllSquare Wealth Management
Albany,
New York
|
$223K
|
+$9.6K
|
6
|
0.15%
|
Increased
|
|
|
2424
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$223K
|
+$189K
|
1
|
0.14%
|
New
|
|
|
2425
|
Patron Partners
Houston,
Texas
|
$223K
|
+$224K
|
1
|
0.22%
|
New
|
|