|
1201
|
Carson Advisory
Athens,
Georgia
|
$257K
|
+$193K
|
1
|
0.16%
|
New
|
|
|
1202
|
Carret Asset Management
New York
|
$257K
|
+$193K
|
1
|
0.03%
|
New
|
|
|
1203
|
First National Bank of Omaha
Omaha,
Nebraska
|
$257K
|
+$193K
|
1
|
0.02%
|
New
|
|
|
1204
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$255K
|
+$192K
|
1
|
0.16%
|
New
|
|
|
1205
|
Partners in Financial Planning
Salem,
Virginia
|
$255K
|
-$68.2K
|
1
|
0.05%
|
Reduced
|
|
|
1206
|
LSV Asset Management
Chicago,
Illinois
|
$255K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1207
|
Brasada Capital Management
Houston,
Texas
|
$255K
|
+$192K
|
1
|
0.04%
|
New
|
|
|
1208
|
Walker Asset Management
Verona,
Missouri
|
$254K
|
+$192K
|
1
|
0.16%
|
New
|
|
|
1209
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$254K
|
+$768
|
1
|
0.1%
|
Increased
|
|
|
1210
|
Fidelis Capital Partners
Tampa,
Florida
|
$254K
|
-$72.4K
|
1
|
0.03%
|
Reduced
|
|
|
1211
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$254K
|
+$191K
|
1
|
0.02%
|
New
|
|
|
1212
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$253K
|
+$191K
|
1
|
0.01%
|
New
|
|
|
1213
|
Check Capital Management
Costa Mesa,
California
|
$252K
|
+$190K
|
1
|
0.01%
|
New
|
|
|
1214
|
Quotient Wealth Partners
Dallas,
Texas
|
$252K
|
+$190K
|
1
|
0.01%
|
New
|
|
|
1215
|
Dudley Capital Management
Middleburg,
Virginia
|
$251K
|
+$189K
|
1
|
0.13%
|
New
|
|
|
1216
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$251K
|
+$189K
|
1
|
0.02%
|
New
|
|
|
1217
|
Monaco Asset Management
Monaco
|
$250K
|
-$20.9K
|
1
|
0.04%
|
Reduced
|
|
|
1218
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$249K
|
+$188K
|
1
|
0.12%
|
New
|
|
|
1219
|
Optimist Retirement Group
Bellevue,
Washington
|
$249K
|
+$187K
|
1
|
0.11%
|
New
|
|
|
1220
|
Founders Financial Securities
Towson,
Maryland
|
$248K
|
+$187K
|
1
|
0.02%
|
New
|
|
|
1221
|
|
$248K
|
+$187K
|
1
|
0.04%
|
New
|
|
|
1222
|
|
$248K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1223
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$248K
|
+$186K
|
1
|
0.01%
|
New
|
|
|
1224
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$247K
|
+$186K
|
1
|
0.02%
|
New
|
|
|
1225
|
Cook Wealth
Raleigh,
North Carolina
|
$246K
|
-$35.9K
|
1
|
0.12%
|
Reduced
|
|