|
4501
|
Pin Oak Investment Advisors
Houston,
Texas
|
$30K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
4502
|
Values First Advisors
Gray,
Tennessee
|
$29.9K
|
-$187K
|
1
|
0.02%
|
Reduced
|
|
|
4503
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$29.6K
|
-$846
|
3
|
0.01%
|
Reduced
|
|
|
4504
|
a16z Perennial Management
Menlo Park,
California
|
$28.9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
4505
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$28.6K
|
-$44K
|
3
|
0%
|
Reduced
|
|
|
4506
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$28.5K
|
+$25.5K
|
3
|
0.01%
|
New
|
|
|
4507
|
Fairway Wealth
Independence,
Ohio
|
$28.3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
4508
|
Chesapeake Asset Management
New York
|
$28.3K
|
+$18.7K
|
3
|
0.03%
|
Increased
|
|
|
4509
|
Bruce G. Allen Investments
Denver,
Colorado
|
$28.1K
|
+$2.1K
|
3
|
0.02%
|
Increased
|
|
|
4510
|
Chelsea Counsel Company
Los Angeles,
California
|
$27.4K
|
-$11
|
2
|
0.01%
|
Reduced
|
|
|
4511
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$26.7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
4512
|
West Oak Capital
Westlake Village,
California
|
$26.1K
|
-$17.6K
|
2
|
0.01%
|
Reduced
|
|
|
4513
|
Spurstone Advisory Services
Higganum,
Connecticut
|
$25.5K
|
+$29.3K
|
1
|
0.49%
|
New
|
|
|
4514
|
Newton One Investments
Newark,
Delaware
|
$24.5K
|
+$23.9K
|
2
|
0.01%
|
New
|
|
|
4515
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$23.5K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
4516
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$23K
|
+$18.3K
|
1
|
0.02%
|
New
|
|
|
4517
|
Redpoint Management
Woodside,
California
|
$23K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
4518
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$22.9K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
4519
|
Winthrop Capital Management
Carmel,
Indiana
|
$22K
|
+$1.93K
|
1
|
0.01%
|
Increased
|
|
|
4520
|
Olistico Wealth
Tulsa,
Oklahoma
|
$20.6K
|
+$12.2K
|
1
|
0.01%
|
Increased
|
|
|
4521
|
Peak XV Partners Operations
Trianon,
Mauritius
|
$19.6K
|
+$76.6K
|
1
|
0.01%
|
New
|
|
|
4522
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$19.4K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
4523
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$18.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
4524
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$18.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
4525
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$17.1K
|
+$15.3K
|
2
|
0.01%
|
New
|
|