|
3101
|
Old North State Trust
Greensboro,
North Carolina
|
$3.22M
|
+$23.1K
|
3
|
1.66%
|
Increased
|
|
|
3102
|
RD Finance Ltd
Limassol,
Cyprus
|
$3.22M
|
+$2.98M
|
3
|
3.18%
|
New
|
|
|
3103
|
Ducere Wealth Management
Newport Beach,
California
|
$3.22M
|
+$644K
|
3
|
0.97%
|
Increased
|
|
|
3104
|
Fort Point Capital Partners
San Francisco,
California
|
$3.21M
|
+$263K
|
3
|
0.22%
|
Increased
|
|
|
3105
|
Henry James International Management
New York
|
$3.21M
|
$0
|
1
|
0.96%
|
Maintained
|
|
|
3106
|
Fairscale Capital
Nashua,
New Hampshire
|
$3.21M
|
-$40.8K
|
5
|
1.91%
|
Reduced
|
|
|
3107
|
RW Investment Management
Eagle,
Idaho
|
$3.2M
|
$0
|
3
|
0.28%
|
Maintained
|
|
|
3108
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$3.2M
|
+$1.15M
|
1
|
0.52%
|
Increased
|
|
|
3109
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$3.2M
|
+$3M
|
21
|
0.32%
|
New
|
|
|
3110
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.2M
|
+$187K
|
2
|
0.18%
|
Increased
|
|
|
3111
|
Promethium Advisors
Bethesda,
Maryland
|
$3.2M
|
+$219K
|
3
|
1.53%
|
Increased
|
|
|
3112
|
Journey Beyond Wealth
Roswell,
Georgia
|
$3.19M
|
-$84.1K
|
1
|
2.49%
|
Reduced
|
|
|
3113
|
Pinnacle Wealth Management
Roseville,
California
|
$3.19M
|
+$1.07M
|
2
|
1.98%
|
Increased
|
|
|
3114
|
IFC Advisors
Los Angeles,
California
|
$3.18M
|
-$21.4K
|
3
|
0.4%
|
Reduced
|
|
|
3115
|
Sovereign Financial Group
Stamford,
Connecticut
|
$3.18M
|
-$170K
|
4
|
0.49%
|
Reduced
|
|
|
3116
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$3.18M
|
-$10.6K
|
4
|
0.07%
|
Reduced
|
|
|
3117
|
Five Oceans Advisors
Santa Monica,
California
|
$3.18M
|
-$3.95K
|
4
|
1.02%
|
Reduced
|
|
|
3118
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$3.17M
|
+$66.7K
|
4
|
0.25%
|
Increased
|
|
|
3119
|
Legacy Wealth Advisors
Miami,
Florida
|
$3.17M
|
+$280K
|
3
|
1.37%
|
Increased
|
|
|
3120
|
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
|
$3.17M
|
-$1.59K
|
2
|
2.2%
|
Reduced
|
|
|
3121
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$3.17M
|
-$349K
|
3
|
0.16%
|
Reduced
|
|
|
3122
|
Camelot Portfolios
Maumee,
Ohio
|
$3.17M
|
-$23.9K
|
2
|
2.22%
|
Reduced
|
|
|
3123
|
Montis Financial
Waltham,
Massachusetts
|
$3.17M
|
-$51.6K
|
3
|
0.65%
|
Reduced
|
|
|
3124
|
Worth Asset Management
Dallas,
Texas
|
$3.16M
|
-$1.64M
|
4
|
1.01%
|
Reduced
|
|
|
3125
|
MH & Associates Securities Management
Carlsbad,
California
|
$3.16M
|
-$11.5K
|
1
|
2.84%
|
Reduced
|
|