|
1501
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$183K
|
+$12.8K
|
5
|
0.02%
|
Increased
|
|
|
1502
|
Rock Creek Group
Washington,
District of Columbia
|
$181K
|
+$175K
|
1
|
0.02%
|
New
|
|
|
1503
|
Addison Advisors
Middlebury,
Vermont
|
$181K
|
-$26K
|
1
|
0.1%
|
Reduced
|
|
|
1504
|
Curated Wealth Partners
El Segundo,
California
|
$181K
|
-$4.96K
|
1
|
0.04%
|
Reduced
|
|
|
1505
|
WrapManager Inc
Mill Valley,
California
|
$178K
|
+$163K
|
1
|
0.05%
|
New
|
|
|
1506
|
Seven Eight Capital
New York
|
$174K
|
+$160K
|
1
|
0.04%
|
New
|
|
|
1507
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$173K
|
+$400
|
2
|
0.13%
|
Increased
|
|
|
1508
|
Icon Wealth Partners
Houston,
Texas
|
$171K
|
+$165K
|
1
|
0.02%
|
New
|
|
|
1509
|
Clearstead Advisors
Cleveland,
Ohio
|
$165K
|
-$62.3K
|
3
|
0.01%
|
Reduced
|
|
|
1510
|
Optimum Investment Advisors
Chicago,
Illinois
|
$163K
|
-$12.5K
|
2
|
0.09%
|
Reduced
|
|
|
1511
|
SOA Wealth Advisors
New York
|
$158K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1512
|
Accel Wealth Management
Waverly,
Iowa
|
$152K
|
-$4.49K
|
3
|
0.06%
|
Reduced
|
|
|
1513
|
AXS Investments
Port Chester,
New York
|
$150K
|
+$145K
|
1
|
0.05%
|
New
|
|
|
1514
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$150K
|
-$83.3K
|
1
|
0%
|
Reduced
|
|
|
1515
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$149K
|
-$21.4K
|
6
|
0.04%
|
Reduced
|
|
|
1516
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$149K
|
+$18.3K
|
1
|
0.08%
|
Increased
|
|
|
1517
|
Avalon Trust
Santa Fe,
New Mexico
|
$149K
|
+$144K
|
1
|
0.01%
|
New
|
|
|
1518
|
Stiles Financial Services
Edina,
Minnesota
|
$148K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1519
|
Petrus Trust Company
Dallas,
Texas
|
$146K
|
-$142K
|
1
|
0.02%
|
Reduced
|
|
|
1520
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$143K
|
+$24.8K
|
1
|
0.01%
|
Increased
|
|
|
1521
|
Arlington Partners
Birmingham,
Alabama
|
$142K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1522
|
Perkins Coie Trust Company
Seattle,
Washington
|
$139K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1523
|
Asset Dedication LLC
San Francisco,
California
|
$139K
|
-$133K
|
2
|
0.01%
|
Reduced
|
|
|
1524
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$137K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1525
|
TFC Financial Management
Boston,
Massachusetts
|
$137K
|
+$8.26K
|
1
|
0.04%
|
Increased
|
|