|
3326
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$1.54M
|
+$15.7K
|
1
|
0.62%
|
Increased
|
|
|
3327
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$1.54M
|
$0
|
2
|
1.34%
|
Maintained
|
|
|
3328
|
Barbara Oil Co
Chicago,
Illinois
|
$1.54M
|
$0
|
1
|
0.52%
|
Maintained
|
|
|
3329
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$1.54M
|
+$1.78M
|
1
|
0.17%
|
New
|
|
|
3330
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$1.54M
|
+$1.78M
|
1
|
0.13%
|
New
|
|
|
3331
|
Walker Asset Management
Verona,
Missouri
|
$1.53M
|
-$184K
|
4
|
0.77%
|
Reduced
|
|
|
3332
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$1.53M
|
-$1.42M
|
2
|
1.45%
|
Reduced
|
|
|
3333
|
Oasis Advisors
Forest City,
Iowa
|
$1.53M
|
-$14.9M
|
1
|
0.99%
|
Reduced
|
|
|
3334
|
Signet Private Wealth
Chicago,
Illinois
|
$1.53M
|
+$33K
|
3
|
1.22%
|
Increased
|
|
|
3335
|
Lombard Odier Asset Management (USA)
New York
|
$1.53M
|
+$1.54M
|
3
|
0.21%
|
New
|
|
|
3336
|
McRae Capital Management
Morristown,
New Jersey
|
$1.53M
|
+$156
|
2
|
0.3%
|
Increased
|
|
|
3337
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$1.52M
|
+$22.7K
|
2
|
0.55%
|
Increased
|
|
|
3338
|
Lauer Wealth
Valparaiso,
Indiana
|
$1.52M
|
+$1.19M
|
3
|
0.91%
|
Increased
|
|
|
3339
|
|
$1.52M
|
+$3.23K
|
1
|
0.47%
|
Increased
|
|
|
3340
|
Washburn Capital Management
Vero Beach,
Florida
|
$1.52M
|
-$2.5M
|
3
|
0.75%
|
Reduced
|
|
|
3341
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.52M
|
+$62.2K
|
33
|
0.18%
|
Increased
|
|
|
3342
|
Opal Wealth Advisors
Jericho,
New York
|
$1.52M
|
-$439K
|
5
|
0.33%
|
Reduced
|
|
|
3343
|
Matthew Hamilton Rosenberg
|
$1.52M
|
-$31.6K
|
10
|
0.28%
|
Reduced
|
|
|
3344
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$1.51M
|
-$177K
|
4
|
0.92%
|
Reduced
|
|
|
3345
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.51M
|
-$3.69M
|
2
|
0.1%
|
Reduced
|
|
|
3346
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.51M
|
+$687K
|
4
|
0.11%
|
Increased
|
|
|
3347
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$1.51M
|
-$132K
|
2
|
0.16%
|
Reduced
|
|
|
3348
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.51M
|
+$63.8K
|
2
|
0.53%
|
Increased
|
|
|
3349
|
Widmann Financial Services
Bowie,
Maryland
|
$1.51M
|
-$24.5K
|
1
|
0.81%
|
Reduced
|
|
|
3350
|
SimplyRich
Carlsbad,
California
|
$1.5M
|
$0
|
1
|
0.35%
|
Maintained
|
|