|
2476
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$531K
|
$0
|
1
|
0.33%
|
Maintained
|
|
|
2477
|
Angeles Investment Advisors
Santa Monica,
California
|
$530K
|
+$483K
|
1
|
0.03%
|
New
|
|
|
2478
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$528K
|
-$282K
|
1
|
0.25%
|
Reduced
|
|
|
2479
|
Apella Capital
West Hartford,
Connecticut
|
$527K
|
-$7.06K
|
1
|
0.08%
|
Reduced
|
|
|
2480
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$527K
|
-$35.3K
|
1
|
0.17%
|
Reduced
|
|
|
2481
|
Red Cedar Capital
Omaha,
Nebraska
|
$525K
|
+$2.38K
|
3
|
0.32%
|
Increased
|
|
|
2482
|
Total Investment Management
Scottsdale,
Arizona
|
$524K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2483
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$520K
|
+$2.82K
|
1
|
0.04%
|
Increased
|
|
|
2484
|
Bison Wealth
Atlanta,
Georgia
|
$520K
|
-$70.6K
|
1
|
0.24%
|
Reduced
|
|
|
2485
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$519K
|
$0
|
3
|
0.32%
|
Maintained
|
|
|
2486
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$516K
|
+$5.11K
|
2
|
0.71%
|
Increased
|
|
|
2487
|
Bogart Wealth LLC
Mclean,
Virginia
|
$513K
|
+$38.3K
|
3
|
0.05%
|
Increased
|
|
|
2488
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$513K
|
+$2.82K
|
1
|
0.22%
|
Increased
|
|
|
2489
|
Whalerock Point Partners
Providence,
Rhode Island
|
$512K
|
$0
|
2
|
0.2%
|
Maintained
|
|
|
2490
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$511K
|
-$40.3K
|
4
|
0.11%
|
Reduced
|
|
|
2491
|
Tarbox Family Office
Newport Beach,
California
|
$511K
|
-$37.1K
|
6
|
0.09%
|
Reduced
|
|
|
2492
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$508K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2493
|
Orion Capital Management
Coronado,
California
|
$508K
|
+$194K
|
1
|
0.31%
|
Increased
|
|
|
2494
|
Hodges Capital Management
Dallas,
Texas
|
$506K
|
+$259K
|
1
|
0.04%
|
Increased
|
|
|
2495
|
Van Leeuwen & Company
Princeton,
New Jersey
|
$506K
|
+$461K
|
1
|
0.31%
|
New
|
|
|
2496
|
Meitav Investment House
Bene-Beraq,
Israel
|
$503K
|
-$1M
|
1
|
0.01%
|
Reduced
|
|
|
2497
|
Riverview Trust Company
Vancouver,
Washington
|
$503K
|
$0
|
1
|
0.53%
|
Maintained
|
|
|
2498
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$501K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
2499
|
Southport Management
Wilson,
Wyoming
|
$500K
|
$0
|
1
|
1.9%
|
Maintained
|
|
|
2500
|
Corundum Group
Colorado Springs,
Colorado
|
$500K
|
+$35.3K
|
1
|
0.37%
|
Increased
|
|