|
3951
|
R.W. Roge & Company
Bohemia,
New York
|
$841K
|
+$777K
|
1
|
0.84%
|
New
|
|
|
3952
|
Marotta Asset Management
Charlottesville,
Virginia
|
$840K
|
+$713K
|
2
|
0.26%
|
New
|
|
|
3953
|
Factorial Partners
Mt. Kisco,
New York
|
$833K
|
+$389K
|
1
|
0.73%
|
Increased
|
|
|
3954
|
UBP Investment Advisors
Geneva,
Switzerland
|
$832K
|
+$44.1K
|
3
|
0.65%
|
Increased
|
|
|
3955
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$831K
|
+$220K
|
2
|
0.67%
|
Increased
|
|
|
3956
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$827K
|
+$780K
|
6
|
0.88%
|
New
|
|
|
3957
|
NXG Investment Management
Dallas,
Texas
|
$827K
|
+$366K
|
2
|
0.04%
|
Increased
|
|
|
3958
|
Black Diamond Financial
Towson,
Maryland
|
$822K
|
+$261K
|
3
|
0.6%
|
Increased
|
|
|
3959
|
Colorado Capital Management
Boulder,
Colorado
|
$822K
|
+$9.84K
|
2
|
0.59%
|
Increased
|
|
|
3960
|
Janiczek Wealth Management
Denver,
Colorado
|
$812K
|
+$54.6K
|
6
|
0.37%
|
Increased
|
|
|
3961
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$811K
|
+$735
|
2
|
0.23%
|
Increased
|
|
|
3962
|
RBO & Co
Saint Helena,
California
|
$810K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
3963
|
TPG Financial Advisors
Portland,
Oregon
|
$807K
|
+$21.6K
|
2
|
0.67%
|
Increased
|
|
|
3964
|
CSU Producer Resources
Fairfield,
Ohio
|
$804K
|
$0
|
1
|
2.74%
|
Maintained
|
|
|
3965
|
Soundwatch Capital
Rowayton,
Connecticut
|
$803K
|
+$764K
|
3
|
0.36%
|
New
|
|
|
3966
|
SYM Financial Corp
Winona Lake,
Indiana
|
$801K
|
+$66.7K
|
1
|
0.53%
|
Increased
|
|
|
3967
|
CKW Financial Group
Honolulu,
Hawaii
|
$792K
|
+$520
|
8
|
0.15%
|
Increased
|
|
|
3968
|
C-J Advisory
San Jose,
California
|
$776K
|
-$330K
|
1
|
0.46%
|
Reduced
|
|
|
3969
|
Ategra Capital Management
Vienna,
Virginia
|
$760K
|
$0
|
2
|
0.64%
|
Maintained
|
|
|
3970
|
Barnett & Company
Chattanooga,
Tennessee
|
$754K
|
+$373K
|
7
|
0.46%
|
Increased
|
|
|
3971
|
LifePlan Financial Group
Dayton,
Ohio
|
$749K
|
+$13.8K
|
10
|
0.33%
|
Increased
|
|
|
3972
|
Monashee Investment Management
Boston,
Massachusetts
|
$746K
|
-$1.1M
|
1
|
0.69%
|
Reduced
|
|
|
3973
|
GeoWealth Management
Chicago,
Illinois
|
$745K
|
-$2.59M
|
3
|
0.4%
|
Reduced
|
|
|
3974
|
Sequoia Wealth Management
Hoffman Estates,
Illinois
|
$735K
|
-$330K
|
1
|
5.7%
|
Reduced
|
|
|
3975
|
Coyle Financial Counsel
Glenview,
Illinois
|
$730K
|
+$465K
|
2
|
0.68%
|
Increased
|
|