|
3226
|
BOK Financial Private Wealth
Denver,
Colorado
|
$370K
|
+$663
|
4
|
0.03%
|
Increased
|
|
|
3227
|
Concord Wealth Partners
Abingdon,
Virginia
|
$367K
|
-$31.6K
|
13
|
0.06%
|
Reduced
|
|
|
3228
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$365K
|
+$8.86K
|
1
|
0.03%
|
Increased
|
|
|
3229
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$364K
|
+$917
|
1
|
0.16%
|
Increased
|
|
|
3230
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$364K
|
+$335K
|
1
|
0.12%
|
New
|
|
|
3231
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$363K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
3232
|
Keystone Wealth Services
Palm Desert,
California
|
$362K
|
-$22.2K
|
1
|
0.1%
|
Reduced
|
|
|
3233
|
Wynn Capital
Augusta,
Georgia
|
$362K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
3234
|
Cypress Wealth Services
Palm Desert,
California
|
$361K
|
+$185K
|
2
|
0.07%
|
Increased
|
|
|
3235
|
McGowan Group Asset Management
Dallas,
Texas
|
$361K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
3236
|
Parametrica Management
Wanchai,
Hong Kong
|
$361K
|
+$337K
|
1
|
0.43%
|
New
|
|
|
3237
|
DOHJ LLC
Seattle,
Washington
|
$360K
|
+$6.58K
|
1
|
0.08%
|
Increased
|
|
|
3238
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$360K
|
+$332K
|
1
|
0.1%
|
New
|
|
|
3239
|
Castleview Partners
Dallas,
Texas
|
$359K
|
-$19.4K
|
2
|
0.21%
|
Reduced
|
|
|
3240
|
Fiduciary Financial Group
San Rafael,
California
|
$358K
|
-$229K
|
1
|
0.08%
|
Reduced
|
|
|
3241
|
Barrett & Company
Providence,
Rhode Island
|
$358K
|
-$56.8K
|
5
|
0.16%
|
Reduced
|
|
|
3242
|
The Family Firm
Bethesda,
Maryland
|
$356K
|
-$508K
|
1
|
0.08%
|
Reduced
|
|
|
3243
|
Insight Folios
Charlotte,
North Carolina
|
$355K
|
+$4.74K
|
1
|
0.13%
|
Increased
|
|
|
3244
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$354K
|
+$2.75K
|
1
|
0.04%
|
Increased
|
|
|
3245
|
Tucker Asset Management
Littleton,
Colorado
|
$352K
|
-$63.9K
|
8
|
0.08%
|
Reduced
|
|
|
3246
|
Angeles Wealth Management
Santa Monica,
California
|
$350K
|
-$21.7K
|
1
|
0.03%
|
Reduced
|
|
|
3247
|
One Plus One Wealth Management
Jupiter,
Florida
|
$350K
|
-$34.5K
|
1
|
0.21%
|
Reduced
|
|
|
3248
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$349K
|
+$37.5K
|
4
|
0.02%
|
Increased
|
|
|
3249
|
Beaton Management Company
Haverhill,
Massachusetts
|
$349K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
3250
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$348K
|
$0
|
1
|
0.04%
|
Maintained
|
|