|
1201
|
Versant Capital Management
Phoenix,
Arizona
|
$30K
|
+$8.07K
|
4
|
0.01%
|
Increased
|
|
|
1202
|
Cedar Wealth Management
Walnut Creek,
California
|
$29K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1203
|
CFM Wealth Partners
Austin,
Texas
|
$29K
|
-$22K
|
1
|
0.01%
|
Reduced
|
|
|
1204
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$28K
|
-$287K
|
2
|
0%
|
Reduced
|
|
|
1205
|
Crewe Advisors
Salt Lake City,
Utah
|
$28K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1206
|
Matthew Hamilton Rosenberg
|
$28K
|
+$24.1K
|
2
|
0.02%
|
New
|
|
|
1207
|
Balentine LLC
Atlanta,
Georgia
|
$27K
|
-$65K
|
2
|
0%
|
Reduced
|
|
|
1208
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$27K
|
-$14.6K
|
2
|
0%
|
Reduced
|
|
|
1209
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$27K
|
+$23.2K
|
1
|
0.02%
|
New
|
|
|
1210
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$26K
|
-$95.8K
|
2
|
0%
|
Reduced
|
|
|
1211
|
Rational Advisors
Huntington,
New York
|
$25K
|
+$21.3K
|
2
|
0.01%
|
New
|
|
|
1212
|
Weaver Consulting Group
Huntington Beach,
California
|
$25K
|
+$465
|
3
|
0.01%
|
Increased
|
|
|
1213
|
Central Bank & Trust
Lexington,
Kentucky
|
$24K
|
-$23.3K
|
2
|
0%
|
Reduced
|
|
|
1214
|
Tarbox Family Office
Newport Beach,
California
|
$24K
|
-$1.07K
|
4
|
0.01%
|
Reduced
|
|
|
1215
|
Disciplined Investments
Tulsa,
Oklahoma
|
$23K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1216
|
Manchester Financial
Westlake Village,
California
|
$23K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1217
|
Wealth Architects
Mountain View,
California
|
$23K
|
+$10.5K
|
1
|
0.01%
|
New
|
|
|
1218
|
Center for Financial Planning
Southfied,
Michigan
|
$22K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1219
|
Pathstone Family Office
Englewood,
New Jersey
|
$22K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1220
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$22K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1221
|
Bogart Wealth LLC
Mclean,
Virginia
|
$19K
|
+$16
|
1
|
0%
|
Increased
|
|
|
1222
|
Creative Financial Designs
Kokomo,
Indiana
|
$19K
|
+$16K
|
3
|
0.01%
|
New
|
|
|
1223
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$19K
|
-$1.44K
|
3
|
0.01%
|
Reduced
|
|
|
1224
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$19K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1225
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$19K
|
+$159
|
1
|
0.02%
|
Increased
|
|