|
3226
|
Frank Rimerman Advisors
Palo Alto,
California
|
$295K
|
+$276K
|
1
|
0.13%
|
New
|
|
|
3227
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$294K
|
+$269K
|
2
|
0.04%
|
New
|
|
|
3228
|
Marcum Wealth
Cleveland,
Ohio
|
$294K
|
-$38.8K
|
1
|
0.07%
|
Reduced
|
|
|
3229
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$294K
|
+$275K
|
1
|
0.27%
|
New
|
|
|
3230
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$292K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
3231
|
McIlrath & Eck
Arlington,
Washington
|
$292K
|
+$1.12K
|
7
|
0.11%
|
Increased
|
|
|
3232
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$291K
|
+$12.6K
|
1
|
0.08%
|
Increased
|
|
|
3233
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$290K
|
+$267K
|
1
|
0.13%
|
New
|
|
|
3234
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$290K
|
+$267K
|
1
|
1.11%
|
New
|
|
|
3235
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$289K
|
+$16.4K
|
1
|
0.1%
|
Increased
|
|
|
3236
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$289K
|
+$265K
|
1
|
0.33%
|
New
|
|
|
3237
|
F/M Investments
Washington,
District of Columbia
|
$287K
|
+$264K
|
1
|
0.25%
|
New
|
|
|
3238
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$287K
|
-$4.81K
|
1
|
0.21%
|
Reduced
|
|
|
3239
|
REDW Wealth
Albuquerque,
New Mexico
|
$287K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
3240
|
Berger Financial Group
Plymouth,
Minnesota
|
$286K
|
+$262K
|
1
|
0.05%
|
New
|
|
|
3241
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$286K
|
+$1.19K
|
1
|
0.09%
|
Increased
|
|
|
3242
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$286K
|
+$11.8K
|
1
|
0.18%
|
Increased
|
|
|
3243
|
MV Capital Management
Bethesda,
Maryland
|
$285K
|
+$16.4K
|
2
|
0.05%
|
Increased
|
|
|
3244
|
Blackhill Capital
Morristown,
New Jersey
|
$284K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3245
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$284K
|
$0
|
4
|
0.2%
|
Maintained
|
|
|
3246
|
Wela Strategies
Atlanta,
Georgia
|
$283K
|
+$38.9K
|
1
|
0.16%
|
Increased
|
|
|
3247
|
Ironwood Financial
Tucson,
Arizona
|
$282K
|
+$140K
|
8
|
0.11%
|
Increased
|
|
|
3248
|
CVA Family Office
Denver,
Colorado
|
$281K
|
-$7.64K
|
1
|
0.17%
|
Reduced
|
|
|
3249
|
Fortis Advisors
Wayne,
Pennsylvania
|
$281K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
3250
|
Howard Financial Services
Dallas,
Texas
|
$280K
|
+$36K
|
1
|
0.15%
|
Increased
|
|