|
2301
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$226K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2302
|
Laidlaw Wealth Management
New York City,
New York
|
$226K
|
-$15.9K
|
1
|
0.67%
|
Reduced
|
|
|
2303
|
Echo Wealth Management
Plymouth,
Minnesota
|
$225K
|
+$39.1K
|
1
|
0.15%
|
Increased
|
|
|
2304
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$225K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2305
|
M.E. Allison & Co
San Antonio,
Texas
|
$225K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
2306
|
Cahill Financial Advisors
Edina,
Minnesota
|
$225K
|
+$263K
|
1
|
0.03%
|
New
|
|
|
2307
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$224K
|
+$3.89K
|
1
|
0.05%
|
Increased
|
|
|
2308
|
|
$224K
|
-$216K
|
1
|
0.01%
|
Reduced
|
|
|
2309
|
Private Client Services
Louisville,
Kentucky
|
$224K
|
+$63.9K
|
1
|
0.11%
|
Increased
|
|
|
2310
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$224K
|
-$140K
|
1
|
0.01%
|
Reduced
|
|
|
2311
|
SlateStone Wealth
Jupiter,
Florida
|
$223K
|
+$262K
|
1
|
0.02%
|
New
|
|
|
2312
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$223K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2313
|
Catalyst Private Wealth
San Mateo,
California
|
$222K
|
+$1.55K
|
1
|
0.11%
|
Increased
|
|
|
2314
|
Sentry LLC
Memphis,
Tennessee
|
$222K
|
+$259K
|
1
|
0.04%
|
New
|
|
|
2315
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$221K
|
+$4.86K
|
1
|
0.09%
|
Increased
|
|
|
2316
|
Trust Company of Toledo
Holland,
Ohio
|
$221K
|
-$13.6K
|
1
|
0.03%
|
Reduced
|
|
|
2317
|
Forefront Wealth Partners
Austin,
Texas
|
$220K
|
+$73.1K
|
1
|
0.15%
|
Increased
|
|
|
2318
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$220K
|
+$257K
|
1
|
0.03%
|
New
|
|
|
2319
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$219K
|
+$34.2K
|
1
|
0.03%
|
Increased
|
|
|
2320
|
Endeavor Private Wealth
Topeka,
Kansas
|
$218K
|
+$215K
|
1
|
0.12%
|
Increased
|
|
|
2321
|
Matrix Trust Company
Denver,
Colorado
|
$218K
|
+$72.4K
|
1
|
0.04%
|
Increased
|
|
|
2322
|
Moseley Investment Management
Bradenton,
Florida
|
$218K
|
-$38.5K
|
1
|
0.09%
|
Reduced
|
|
|
2323
|
Burney Company
Reston,
Virginia
|
$216K
|
+$6.02K
|
1
|
0.01%
|
Increased
|
|
|
2324
|
CV Advisors
Aventura,
Florida
|
$216K
|
+$253K
|
1
|
0.08%
|
New
|
|
|
2325
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$216K
|
$0
|
1
|
0.11%
|
Maintained
|
|