|
2101
|
Heritage Financial Services
Westwood,
Massachusetts
|
$213K
|
-$10.8K
|
1
|
0.04%
|
Reduced
|
|
|
2102
|
Hoey Investments
Coatesville,
Pennsylvania
|
$212K
|
+$13.9K
|
1
|
0.07%
|
Increased
|
|
|
2103
|
Osborne Partners Capital Management
San Francisco,
California
|
$211K
|
-$230
|
1
|
0.02%
|
Reduced
|
|
|
2104
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$211K
|
-$67.9K
|
1
|
0.06%
|
Reduced
|
|
|
2105
|
Regatta Capital Group
El Segundo,
California
|
$211K
|
+$203K
|
1
|
0.07%
|
New
|
|
|
2106
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$211K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2107
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$211K
|
-$107K
|
1
|
0.08%
|
Reduced
|
|
|
2108
|
One Capital Management
Westlake Village,
California
|
$210K
|
-$50.7K
|
1
|
0.01%
|
Reduced
|
|
|
2109
|
Blodgett Wealth Advisors
Concord,
California
|
$210K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
2110
|
Mendel Money Management
Northbrook,
Illinois
|
$210K
|
+$203K
|
1
|
0.11%
|
New
|
|
|
2111
|
Frisch Financial Group
Melville,
New York
|
$210K
|
+$17.7K
|
1
|
0.1%
|
Increased
|
|
|
2112
|
Elk River Wealth Management
Denver,
Colorado
|
$210K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2113
|
Exchange Bank
Santa Rosa,
California
|
$209K
|
+$202K
|
1
|
0.2%
|
New
|
|
|
2114
|
CIC Wealth
Rockville,
Maryland
|
$209K
|
-$259K
|
1
|
0.07%
|
Reduced
|
|
|
2115
|
Goepper Burkhardt
Greenville,
South Carolina
|
$208K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2116
|
SFMG Wealth Advisors
Plano,
Texas
|
$207K
|
-$41.2K
|
1
|
0.02%
|
Reduced
|
|
|
2117
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$207K
|
+$575
|
1
|
0.11%
|
Increased
|
|
|
2118
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$207K
|
-$4.28M
|
1
|
0.02%
|
Reduced
|
|
|
2119
|
King Wealth Management Group
Naples,
Florida
|
$207K
|
+$200K
|
1
|
0.04%
|
New
|
|
|
2120
|
Realta Investment Advisors
Wilmington,
Delaware
|
$207K
|
-$99.5K
|
1
|
0.05%
|
Reduced
|
|
|
2121
|
|
$207K
|
+$200K
|
1
|
0.09%
|
New
|
|
|
2122
|
Gryphon Financial Partners
Columbus,
Ohio
|
$207K
|
-$37.1K
|
1
|
0.04%
|
Reduced
|
|
|
2123
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$206K
|
-$28.3K
|
1
|
0.05%
|
Reduced
|
|
|
2124
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$205K
|
-$1.84K
|
1
|
0.03%
|
Reduced
|
|
|
2125
|
Portland Global Advisors
Portland,
Maine
|
$205K
|
-$23K
|
1
|
0.03%
|
Reduced
|
|