|
3501
|
CreativeOne Wealth
Overland Park,
Kansas
|
$445K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
3502
|
Callan Capital
La Jolla,
California
|
$443K
|
+$833
|
1
|
0.15%
|
Increased
|
|
|
3503
|
Cedar Wealth Management
Walnut Creek,
California
|
$442K
|
-$5K
|
4
|
0.23%
|
Reduced
|
|
|
3504
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$438K
|
-$43.1K
|
1
|
0.23%
|
Reduced
|
|
|
3505
|
Salem Capital Management
Woburn,
Massachusetts
|
$435K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
3506
|
Foundation Resource Management
Little Rock,
Arkansas
|
$425K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
3507
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$424K
|
-$27.1K
|
1
|
0.23%
|
Reduced
|
|
|
3508
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$423K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
3509
|
LifePlan Financial Group
Dayton,
Ohio
|
$423K
|
-$1.45K
|
7
|
0.23%
|
Reduced
|
|
|
3510
|
Seven Post Investment Office
San Francisco,
California
|
$417K
|
+$385K
|
1
|
0.35%
|
New
|
|
|
3511
|
Zeal Asset Management
Central,
Hong Kong
|
$413K
|
-$24.5M
|
1
|
100%
|
Reduced
|
|
|
3512
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$412K
|
+$1.04K
|
1
|
0.36%
|
Increased
|
|
|
3513
|
Van Strum & Towne
San Francisco,
California
|
$403K
|
+$376K
|
2
|
0.26%
|
New
|
|
|
3514
|
Fondren Management
Houston,
Texas
|
$400K
|
-$1.05M
|
1
|
0.36%
|
Reduced
|
|
|
3515
|
JMG Financial Group
Downers Grove,
Illinois
|
$399K
|
+$100K
|
1
|
0.04%
|
Increased
|
|
|
3516
|
Texas Capital Bancshares
Dallas,
Texas
|
$398K
|
$0
|
1
|
0.84%
|
Maintained
|
|
|
3517
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$397K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
3518
|
LSP Investment Advisors
New York
|
$396K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
3519
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$379K
|
+$37.8K
|
5
|
0.13%
|
Increased
|
|
|
3520
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$378K
|
-$322K
|
1
|
1.95%
|
Reduced
|
|
|
3521
|
Relative Value Partners Group
|
$376K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
3522
|
Denver PWM
Denver,
Colorado
|
$367K
|
+$400K
|
1
|
0.28%
|
New
|
|
|
3523
|
Exane Asset Management
Paris,
France
|
$360K
|
+$177K
|
4
|
0.11%
|
Increased
|
|
|
3524
|
|
$356K
|
+$95K
|
1
|
0.3%
|
Increased
|
|
|
3525
|
Smart Portfolios LLC
Seattle,
Washington
|
$340K
|
+$24.4K
|
5
|
0.21%
|
Increased
|
|