|
4001
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$298K
|
-$4.52K
|
1
|
0.07%
|
Reduced
|
|
|
4002
|
Capital Advantage
Walnut Creek,
California
|
$298K
|
+$28.3K
|
1
|
0.05%
|
Increased
|
|
|
4003
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$297K
|
+$30.4K
|
5
|
0.05%
|
Increased
|
|
|
4004
|
|
$297K
|
+$13.5K
|
3
|
0.21%
|
Increased
|
|
|
4005
|
Defined Financial Planning
San Rafael,
California
|
$296K
|
-$9.04K
|
1
|
0.26%
|
Reduced
|
|
|
4006
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$296K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
4007
|
Dorval Corp
Maple Grove,
Minnesota
|
$295K
|
+$59.4K
|
1
|
0.11%
|
Increased
|
|
|
4008
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$295K
|
+$1.81K
|
1
|
0.08%
|
Increased
|
|
|
4009
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$295K
|
+$36.2K
|
5
|
0.25%
|
Increased
|
|
|
4010
|
MKT Advisors
Escondido,
California
|
$295K
|
-$9.64K
|
1
|
0.12%
|
Reduced
|
|
|
4011
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$294K
|
+$248K
|
1
|
0.09%
|
New
|
|
|
4012
|
Wilson & Boucher Capital Management
Moraga,
California
|
$294K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
4013
|
Cornerstone Management
Duluth,
Georgia
|
$294K
|
+$278K
|
1
|
0.05%
|
New
|
|
|
4014
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$293K
|
+$38.3K
|
1
|
0.08%
|
Increased
|
|
|
4015
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$291K
|
+$276K
|
1
|
0.18%
|
New
|
|
|
4016
|
Martingale Asset Management
Boston,
Massachusetts
|
$291K
|
+$603
|
1
|
0.01%
|
Increased
|
|
|
4017
|
Foronjy Financial
Santa Barbara,
California
|
$290K
|
+$275K
|
1
|
0.14%
|
New
|
|
|
4018
|
Confluence Investment Management
St. Louis,
Missouri
|
$289K
|
+$180K
|
1
|
0%
|
New
|
|
|
4019
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$289K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
4020
|
Ballast Inc
Lexington,
Kentucky
|
$288K
|
+$3.62K
|
1
|
0.08%
|
Increased
|
|
|
4021
|
Aspetuck Financial Management
Westport,
Connecticut
|
$288K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
4022
|
Cypress Capital
Franklin,
Tennessee
|
$288K
|
-$1.51K
|
1
|
0.08%
|
Reduced
|
|
|
4023
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$288K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
4024
|
Mattern Wealth Management
Lawrence,
Kansas
|
$287K
|
+$6.33K
|
1
|
0.06%
|
Increased
|
|
|
4025
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$287K
|
-$221K
|
3
|
0.04%
|
Reduced
|
|