|
1151
|
Portside Wealth Group
Provo,
Utah
|
$550K
|
-$10.9K
|
1
|
0.07%
|
Reduced
|
|
|
1152
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$546K
|
-$48.2K
|
1
|
0.03%
|
Reduced
|
|
|
1153
|
Entropy Technologies
New York
|
$543K
|
-$2.85M
|
1
|
0.03%
|
Reduced
|
|
|
1154
|
Clarendon Private
Boston,
Massachusetts
|
$543K
|
-$10.3K
|
1
|
0.42%
|
Reduced
|
|
|
1155
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$542K
|
-$34.9K
|
2
|
0%
|
Reduced
|
|
|
1156
|
Patton Fund Management
Dallas,
Texas
|
$542K
|
$0
|
2
|
0.09%
|
Maintained
|
|
|
1157
|
Checchi Capital Advisers
Beverly Hills,
California
|
$542K
|
+$86.7K
|
1
|
0.03%
|
Increased
|
|
|
1158
|
Elevation Wealth Partners
Santa Rosa,
California
|
$539K
|
+$2.18K
|
2
|
0.19%
|
Increased
|
|
|
1159
|
Register Financial Advisors
Atlanta,
Georgia
|
$538K
|
+$44
|
1
|
0.2%
|
Increased
|
|
|
1160
|
Sagewood Asset Management
New York
|
$536K
|
+$252K
|
2
|
0.17%
|
Increased
|
|
|
1161
|
Investment Research Partners
Lemont,
Pennsylvania
|
$535K
|
+$12.4K
|
1
|
0.22%
|
Increased
|
|
|
1162
|
|
$533K
|
-$6.5K
|
3
|
0.04%
|
Reduced
|
|
|
1163
|
Counterpoint Mutual Funds
San Diego,
California
|
$531K
|
+$300K
|
1
|
0.08%
|
New
|
|
|
1164
|
|
$530K
|
$0
|
2
|
0.12%
|
Maintained
|
|
|
1165
|
Wealth Advisors Northwest
Portland,
Oregon
|
$529K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1166
|
Sacks & Associates
Warren,
New Jersey
|
$528K
|
-$131K
|
1
|
0.39%
|
Reduced
|
|
|
1167
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$527K
|
+$4.75K
|
3
|
0.11%
|
Increased
|
|
|
1168
|
Apella Capital
West Hartford,
Connecticut
|
$527K
|
+$84.6K
|
1
|
0.01%
|
Increased
|
|
|
1169
|
BOK Financial
Tulsa,
Oklahoma
|
$524K
|
+$6.1K
|
1
|
0.01%
|
Increased
|
|
|
1170
|
Qtron Investments
Boston,
Massachusetts
|
$520K
|
+$52.1K
|
1
|
0.07%
|
Increased
|
|
|
1171
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$519K
|
-$176K
|
1
|
0.07%
|
Reduced
|
|
|
1172
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$516K
|
-$49.3K
|
2
|
0.02%
|
Reduced
|
|
|
1173
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$514K
|
+$182K
|
2
|
0.22%
|
Increased
|
|
|
1174
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$514K
|
+$163K
|
2
|
0.11%
|
Increased
|
|
|
1175
|
LVW Advisors
Pittsford,
New York
|
$512K
|
+$25.4K
|
1
|
0.05%
|
Increased
|
|