|
2301
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$23K
|
-$4.35K
|
2
|
0.02%
|
Reduced
|
|
|
2302
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$23K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2303
|
Simon Quick Advisors
Morristown,
New Jersey
|
$21K
|
+$3.33K
|
2
|
0.01%
|
Increased
|
|
|
2304
|
Watermark Asset Management
San Ramon,
California
|
$21K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2305
|
Price Wealth
Austin,
Texas
|
$20K
|
-$20.8K
|
2
|
0.01%
|
Reduced
|
|
|
2306
|
Lagoda Investment Management
New York
|
$19K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2307
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$18.3K
|
-$1.35M
|
3
|
0.16%
|
Reduced
|
|
|
2308
|
Blume Capital Management
Berkeley,
California
|
$18K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2309
|
|
$18K
|
+$20.1K
|
1
|
0.01%
|
New
|
|
|
2310
|
TB Alternative Assets
Grand Cayman,
Cayman Islands
|
$18K
|
+$17.8K
|
1
|
0.01%
|
New
|
|
|
2311
|
Artemis Wealth Advisors
New York
|
$17.3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2312
|
Oakview Capital Management
Dallas,
Texas
|
$16K
|
+$16.3K
|
1
|
0.01%
|
New
|
|
|
2313
|
Spectrum Financial Alliance
Nicholasville,
Kentucky
|
$16K
|
+$17.1K
|
2
|
0.01%
|
New
|
|
|
2314
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$15K
|
-$75
|
3
|
0.01%
|
Reduced
|
|
|
2315
|
Financial Enhancement Group
Anderson,
Indiana
|
$15K
|
+$15.7K
|
2
|
0.01%
|
New
|
|
|
2316
|
C-J Advisory
San Jose,
California
|
$13K
|
-$2.11K
|
2
|
0.01%
|
Reduced
|
|
|
2317
|
CKW Financial Group
Honolulu,
Hawaii
|
$13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2318
|
Lenox Wealth Advisors
New York
|
$13K
|
+$8.29K
|
2
|
0%
|
Increased
|
|
|
2319
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$13K
|
-$3.28M
|
2
|
0.01%
|
Reduced
|
|
|
2320
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$12K
|
+$11.9K
|
1
|
0%
|
New
|
|
|
2321
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$11K
|
-$151
|
1
|
0.01%
|
Reduced
|
|
|
2322
|
Shamrock Asset Management
Dallas,
Texas
|
$11K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2323
|
Sterling Global Strategies
Carlsbad,
California
|
$11K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2324
|
Strategic Wealth Partners
Independence,
Ohio
|
$11K
|
+$2.25K
|
3
|
0.01%
|
Increased
|
|
|
2325
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$6K
|
+$2.45K
|
3
|
0%
|
Increased
|
|