|
1101
|
Concurrent Investment Advisors
Tampa,
Florida
|
$230K
|
-$179
|
1
|
0.01%
|
Reduced
|
|
|
1102
|
Prosperity Wealth Management
San Ramon,
California
|
$230K
|
+$216K
|
1
|
0.11%
|
New
|
|
|
1103
|
Appleton Partners
Boston,
Massachusetts
|
$230K
|
-$13.7K
|
1
|
0.02%
|
Reduced
|
|
|
1104
|
PDS Planning
Dublin,
Ohio
|
$230K
|
+$8.23K
|
1
|
0.02%
|
Increased
|
|
|
1105
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$229K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1106
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$229K
|
+$747
|
1
|
0.06%
|
Increased
|
|
|
1107
|
Syon Capital
San Francisco,
California
|
$227K
|
-$159K
|
1
|
0.02%
|
Reduced
|
|
|
1108
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$226K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1109
|
Clearstead Advisors
Cleveland,
Ohio
|
$225K
|
+$29.1K
|
3
|
0.01%
|
Increased
|
|
|
1110
|
Avantax Planning Partners
Dubuque,
Iowa
|
$224K
|
-$12.4K
|
1
|
0.01%
|
Reduced
|
|
|
1111
|
Garner Asset Management Corp
Plano,
Texas
|
$224K
|
+$18.2K
|
1
|
0.11%
|
Increased
|
|
|
1112
|
Lake Street Private Wealth
Chicago,
Illinois
|
$222K
|
-$31.9K
|
1
|
0.03%
|
Reduced
|
|
|
1113
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$221K
|
+$207K
|
1
|
0.04%
|
New
|
|
|
1114
|
Focused Wealth Management
Newburgh,
New York
|
$221K
|
-$76.2K
|
1
|
0.03%
|
Reduced
|
|
|
1115
|
Transcend Capital Advisors
Madison,
New Jersey
|
$221K
|
+$207K
|
1
|
0.02%
|
New
|
|
|
1116
|
Peninsula Wealth
San Francisco,
California
|
$220K
|
+$1.75K
|
1
|
0.04%
|
Increased
|
|
|
1117
|
Hills Bank & Trust
North Liberty,
Iowa
|
$219K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1118
|
|
$218K
|
-$87K
|
1
|
0.13%
|
Reduced
|
|
|
1119
|
Humankind Investments
New York
|
$218K
|
+$27.2K
|
1
|
0.06%
|
Increased
|
|
|
1120
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$218K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1121
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$218K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1122
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$218K
|
-$19.5K
|
1
|
0.1%
|
Reduced
|
|
|
1123
|
Aries Wealth Management
Portland,
Maine
|
$218K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1124
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$218K
|
-$1.92M
|
1
|
0.04%
|
Reduced
|
|
|
1125
|
Fidelis Capital Partners
Tampa,
Florida
|
$215K
|
+$228K
|
1
|
0.03%
|
New
|
|