|
3701
|
Scharf Investments
Los Gatos,
California
|
$856K
|
-$79.1K
|
1
|
0.03%
|
Reduced
|
|
|
3702
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$856K
|
+$108K
|
2
|
0.39%
|
Increased
|
|
|
3703
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$854K
|
+$14.9K
|
1
|
0.21%
|
Increased
|
|
|
3704
|
Sun Group Wealth Partners
Irvine,
California
|
$852K
|
-$62.5K
|
1
|
0.58%
|
Reduced
|
|
|
3705
|
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
|
$851K
|
+$907K
|
1
|
0.88%
|
New
|
|
|
3706
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$850K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
3707
|
Baring Financial
Bellingham,
Washington
|
$850K
|
-$31.8K
|
1
|
0.47%
|
Reduced
|
|
|
3708
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$849K
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
3709
|
Athena Investment Management
Orinda,
California
|
$847K
|
-$1.05M
|
2
|
0.5%
|
Reduced
|
|
|
3710
|
|
$847K
|
+$767K
|
13
|
0.03%
|
Increased
|
|
|
3711
|
Southern Financial Group
Birmingham,
Alabama
|
$847K
|
-$115K
|
2
|
0.22%
|
Reduced
|
|
|
3712
|
KEB Asset Management
Springfield,
Illinois
|
$846K
|
+$30.5K
|
3
|
0.14%
|
Increased
|
|
|
3713
|
Northstar Financial Companies
Conshohocken,
Pennsylvania
|
$845K
|
-$217K
|
2
|
0.57%
|
Reduced
|
|
|
3714
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$845K
|
+$276K
|
1
|
0.64%
|
Increased
|
|
|
3715
|
Seven Mile Advisory
Ewing,
New Jersey
|
$843K
|
-$279K
|
3
|
0.57%
|
Reduced
|
|
|
3716
|
Letson Investment Management
Atlanta,
Georgia
|
$843K
|
$0
|
2
|
0.31%
|
Maintained
|
|
|
3717
|
Invested Advisors
State College,
Pennsylvania
|
$843K
|
-$29.2K
|
2
|
0.75%
|
Reduced
|
|
|
3718
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$840K
|
+$183K
|
1
|
0.1%
|
Increased
|
|
|
3719
|
Markin Volterra Fund
Rye,
New York
|
$840K
|
+$510K
|
3
|
0.57%
|
Increased
|
|
|
3720
|
KFA Private Wealth Group
Tysons,
Virginia
|
$839K
|
-$332K
|
3
|
0.2%
|
Reduced
|
|
|
3721
|
BOS Asset Management
Springfield,
Illinois
|
$839K
|
-$339K
|
1
|
0.19%
|
Reduced
|
|
|
3722
|
Quilter Plc
London,
United Kingdom
|
$838K
|
-$103K
|
2
|
0.01%
|
Reduced
|
|
|
3723
|
TD Capital Management
Memphis,
Tennessee
|
$837K
|
-$6.71K
|
9
|
0.07%
|
Reduced
|
|
|
3724
|
Chico Wealth RIA
Chico,
California
|
$833K
|
+$5.17K
|
1
|
0.43%
|
Increased
|
|
|
3725
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$833K
|
$0
|
2
|
0.14%
|
Maintained
|
|