|
1601
|
Waterfront Wealth
Overland Park,
Kansas
|
$305K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1602
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$304K
|
-$2.3K
|
1
|
0.09%
|
Reduced
|
|
|
1603
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$304K
|
+$1.86K
|
3
|
0.1%
|
Increased
|
|
|
1604
|
Valeo Financial Advisors
Carmel,
Indiana
|
$304K
|
-$441K
|
1
|
0.02%
|
Reduced
|
|
|
1605
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$302K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1606
|
Investment Advisory Services
The Woodlands,
Texas
|
$302K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1607
|
Key Financial Inc
West Chester,
Pennsylvania
|
$301K
|
$0
|
2
|
0.16%
|
Maintained
|
|
|
1608
|
LWM Advisory Services
Plantation,
Florida
|
$300K
|
+$29K
|
1
|
0.36%
|
Increased
|
|
|
1609
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$300K
|
-$4.59K
|
1
|
0.08%
|
Reduced
|
|
|
1610
|
Realta Investment Advisors
Wilmington,
Delaware
|
$300K
|
+$1.93K
|
1
|
0.07%
|
Increased
|
|
|
1611
|
United Bank (Virginia)
Vienna,
Virginia
|
$300K
|
+$386K
|
1
|
0.05%
|
New
|
|
|
1612
|
The Family Firm
Bethesda,
Maryland
|
$299K
|
+$918
|
1
|
0.09%
|
Increased
|
|
|
1613
|
Angeles Investment Advisors
Santa Monica,
California
|
$297K
|
+$285K
|
1
|
0.03%
|
New
|
|
|
1614
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$297K
|
-$34.4K
|
1
|
0.02%
|
Reduced
|
|
|
1615
|
Terra Nova Asset Management
New York
|
$297K
|
+$5.05K
|
1
|
0.33%
|
Increased
|
|
|
1616
|
Virtue Capital Management
Brentwood,
Tennessee
|
$297K
|
-$853K
|
1
|
0.05%
|
Reduced
|
|
|
1617
|
OTA Financial Group
Purchase,
New York
|
$295K
|
+$313K
|
1
|
0.14%
|
New
|
|
|
1618
|
Wealth Effects
Boston,
Massachusetts
|
$295K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1619
|
Moseley Investment Management
Bradenton,
Florida
|
$294K
|
-$113K
|
1
|
0.21%
|
Reduced
|
|
|
1620
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$294K
|
+$1.21K
|
1
|
0.32%
|
Increased
|
|
|
1621
|
Ausdal Financial Partners
Davenport,
Iowa
|
$293K
|
-$21.1K
|
1
|
0.04%
|
Reduced
|
|
|
1622
|
Front Barnett Associates
Chicago,
Illinois
|
$292K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1623
|
Front Street Capital Management
Missoula,
Montana
|
$292K
|
+$918
|
1
|
0.07%
|
Increased
|
|
|
1624
|
PDS Planning
Dublin,
Ohio
|
$292K
|
-$10.1K
|
1
|
0.05%
|
Reduced
|
|
|
1625
|
Financial Network Wealth Management
Draper,
Utah
|
$290K
|
$0
|
1
|
0.17%
|
Maintained
|
|