|
4401
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$364K
|
-$6.12K
|
1
|
0.09%
|
Reduced
|
|
|
4402
|
Ursa Fund Management
Danville,
California
|
$363K
|
+$396K
|
2
|
0.03%
|
New
|
|
|
4403
|
Tortuga Wealth Management
Torrance,
California
|
$363K
|
-$21.4K
|
1
|
0.28%
|
Reduced
|
|
|
4404
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$361K
|
-$155K
|
1
|
0.03%
|
Reduced
|
|
|
4405
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$360K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
4406
|
Lake Street Private Wealth
Chicago,
Illinois
|
$360K
|
-$210K
|
1
|
0.04%
|
Reduced
|
|
|
4407
|
Wayfinding Financial
Lynnwood,
Washington
|
$359K
|
+$4.08K
|
1
|
0.14%
|
Increased
|
|
|
4408
|
Argent Capital Management
St Louis,
Missouri
|
$358K
|
-$28.7K
|
1
|
0.01%
|
Reduced
|
|
|
4409
|
Port Capital
Chicago,
Illinois
|
$356K
|
-$22.4K
|
1
|
0.01%
|
Reduced
|
|
|
4410
|
Fiscal Wisdom Wealth Management
Canton,
Connecticut
|
$355K
|
-$31.9K
|
2
|
0.3%
|
Reduced
|
|
|
4411
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$355K
|
$0
|
5
|
0.07%
|
Maintained
|
|
|
4412
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$355K
|
-$14.8K
|
1
|
0.03%
|
Reduced
|
|
|
4413
|
Destiny Wealth Partners
Tavares,
Florida
|
$354K
|
-$569K
|
2
|
0.05%
|
Reduced
|
|
|
4414
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$354K
|
+$319K
|
9
|
0.09%
|
Increased
|
|
|
4415
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$354K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
4416
|
Winslow Asset Management
Beachwood,
Ohio
|
$353K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
4417
|
Concentrum Wealth Management
San Jose,
California
|
$353K
|
+$306K
|
1
|
0.08%
|
New
|
|
|
4418
|
Phocas Financial Corp
Alameda,
California
|
$353K
|
-$6.97M
|
1
|
0.05%
|
Reduced
|
|
|
4419
|
Arcus Capital Partners
Atlanta,
Georgia
|
$352K
|
-$316K
|
1
|
0.15%
|
Reduced
|
|
|
4420
|
Bosun Asset Management
Chicago,
Illinois
|
$352K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
4421
|
Mann Financial Group
Detroit Lakes,
Minnesota
|
$352K
|
-$114K
|
1
|
0.29%
|
Reduced
|
|
|
4422
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$351K
|
+$360K
|
1
|
0.06%
|
New
|
|
|
4423
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$350K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
4424
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$350K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
4425
|
Core Capital Management & Research
Houston,
Texas
|
$350K
|
+$247K
|
2
|
0.18%
|
New
|
|