|
3501
|
Traction Financial Partners
Encampment,
Wyoming
|
$313K
|
+$300K
|
1
|
0.21%
|
New
|
|
|
3502
|
Barrett & Company
Providence,
Rhode Island
|
$313K
|
$0
|
2
|
0.17%
|
Maintained
|
|
|
3503
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$313K
|
-$31.8K
|
1
|
0.11%
|
Reduced
|
|
|
3504
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$313K
|
+$287K
|
1
|
0.33%
|
New
|
|
|
3505
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$313K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
3506
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$312K
|
-$17.8K
|
1
|
0.02%
|
Reduced
|
|
|
3507
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$312K
|
-$19K
|
1
|
0.14%
|
Reduced
|
|
|
3508
|
Private Wealth Management Group
Princeton,
New Jersey
|
$312K
|
+$287K
|
10
|
0.15%
|
New
|
|
|
3509
|
Probity Advisors
Dallas,
Texas
|
$311K
|
-$13.9K
|
1
|
0.07%
|
Reduced
|
|
|
3510
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$310K
|
+$14.5K
|
1
|
0.02%
|
Increased
|
|
|
3511
|
Gunn & Company Investment Management
Jacksonville,
Florida
|
$310K
|
+$296K
|
1
|
0.02%
|
New
|
|
|
3512
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$309K
|
+$42.8K
|
1
|
0.27%
|
Increased
|
|
|
3513
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$309K
|
+$17.3K
|
1
|
0.14%
|
Increased
|
|
|
3514
|
Crestone Asset Management
Boulder,
Colorado
|
$308K
|
+$34K
|
1
|
0.07%
|
Increased
|
|
|
3515
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$308K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
3516
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$307K
|
-$282K
|
1
|
0.03%
|
Reduced
|
|
|
3517
|
Amarillo National Bank
Amarillo,
Texas
|
$306K
|
+$9.49K
|
1
|
0.06%
|
Increased
|
|
|
3518
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$305K
|
-$16.2K
|
1
|
0.13%
|
Reduced
|
|
|
3519
|
|
$305K
|
+$125K
|
1
|
0.12%
|
Increased
|
|
|
3520
|
Goldstein Advisors
Madison,
Wisconsin
|
$305K
|
-$140K
|
1
|
0.05%
|
Reduced
|
|
|
3521
|
Weitzel Financial Services
Dubuque,
Iowa
|
$305K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
3522
|
AFS Financial Group
Bethesda,
Maryland
|
$303K
|
-$60.6K
|
1
|
0.28%
|
Reduced
|
|
|
3523
|
Activest Wealth Management
Aventure,
Florida
|
$303K
|
+$951
|
1
|
0.17%
|
Increased
|
|
|
3524
|
BOK Financial Private Wealth
Denver,
Colorado
|
$302K
|
+$3.49K
|
3
|
0.02%
|
Increased
|
|
|
3525
|
EPIQ Capital Group
San Francisco,
California
|
$301K
|
$0
|
1
|
0.14%
|
Maintained
|
|