|
3001
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$486K
|
-$2.44K
|
1
|
0.36%
|
Reduced
|
|
|
3002
|
V2 Financial group
Naperville,
Illinois
|
$486K
|
+$18.3K
|
1
|
0.18%
|
Increased
|
|
|
3003
|
Vines Capital Management
Monroe,
Louisiana
|
$486K
|
+$39.8K
|
1
|
0.4%
|
Increased
|
|
|
3004
|
Whelan Financial
Fresno,
California
|
$486K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
3005
|
Permanent Capital Management
Chicago,
Illinois
|
$485K
|
+$19.9K
|
1
|
0.07%
|
Increased
|
|
|
3006
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$483K
|
-$111K
|
1
|
0.04%
|
Reduced
|
|
|
3007
|
Asset Dedication LLC
San Francisco,
California
|
$483K
|
-$62.7K
|
1
|
0.03%
|
Reduced
|
|
|
3008
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$482K
|
+$12.2K
|
1
|
0.02%
|
Increased
|
|
|
3009
|
Emerald Advisors
Bellevue,
Washington
|
$482K
|
+$60.9K
|
1
|
0.06%
|
Increased
|
|
|
3010
|
Tiemann Investment Advisors
Menlo Park,
California
|
$481K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
3011
|
Center for Wealth Management Advisory
Milford,
Ohio
|
$481K
|
+$122K
|
1
|
0.3%
|
Increased
|
|
|
3012
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$481K
|
+$409K
|
1
|
0.23%
|
New
|
|
|
3013
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$480K
|
+$36.1K
|
1
|
0.1%
|
Increased
|
|
|
3014
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$479K
|
+$812
|
1
|
0.19%
|
Increased
|
|
|
3015
|
Lewis Asset Management
Lafayette,
California
|
$479K
|
+$381K
|
2
|
0.17%
|
New
|
|
|
3016
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$479K
|
+$426K
|
1
|
0.16%
|
Increased
|
|
|
3017
|
Capasso Planning Partners
Charleston,
South Carolina
|
$479K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
3018
|
McGowan Group Asset Management
Dallas,
Texas
|
$478K
|
+$10.6K
|
1
|
0.06%
|
Increased
|
|
|
3019
|
Defender Capital
Charlotte,
North Carolina
|
$478K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
3020
|
Fire Capital Management
San Francisco,
California
|
$478K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
3021
|
Harbor Advisors
West Palm Beach,
Florida
|
$478K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
3022
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$478K
|
+$34.9K
|
1
|
0.22%
|
Increased
|
|
|
3023
|
Thompson Investment Management
Madison,
Wisconsin
|
$478K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
3024
|
Platt Wealth Management
San Diego,
California
|
$477K
|
$0
|
1
|
0.38%
|
Maintained
|
|
|
3025
|
Investment Planning Advisors
Cumming,
Georgia
|
$477K
|
+$405K
|
1
|
0.11%
|
New
|
|