|
4101
|
Clearstead Trust
Portland,
Maine
|
$216K
|
-$6.16K
|
3
|
0.05%
|
Reduced
|
|
|
4102
|
America First Investment Advisors
Omaha,
Nebraska
|
$216K
|
-$159K
|
1
|
0.05%
|
Reduced
|
|
|
4103
|
Columbia Advisory Partners
Spokane,
Washington
|
$214K
|
-$18.1K
|
1
|
0.2%
|
Reduced
|
|
|
4104
|
Founders Capital Management (Texas)
Houston,
Texas
|
$213K
|
$0
|
2
|
0.13%
|
Maintained
|
|
|
4105
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$213K
|
+$186K
|
1
|
0.06%
|
New
|
|
|
4106
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$213K
|
+$160K
|
1
|
0.14%
|
New
|
|
|
4107
|
VELA Investment Management
New Albany,
Ohio
|
$213K
|
-$34.6K
|
1
|
0.07%
|
Reduced
|
|
|
4108
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$213K
|
-$49.3K
|
1
|
0.12%
|
Reduced
|
|
|
4109
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$212K
|
-$10.4K
|
1
|
0.06%
|
Reduced
|
|
|
4110
|
Refined Wealth Management
Salt Lake City,
Utah
|
$212K
|
+$306
|
1
|
0.16%
|
Increased
|
|
|
4111
|
Arkos Global Advisors
Houston,
Texas
|
$212K
|
+$184K
|
1
|
0.03%
|
New
|
|
|
4112
|
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
|
$212K
|
+$185K
|
1
|
0.16%
|
New
|
|
|
4113
|
Instrumental Wealth
Tampa,
Florida
|
$211K
|
+$220K
|
1
|
0.21%
|
New
|
|
|
4114
|
Taurus Asset Management
New York
|
$211K
|
+$159K
|
1
|
0.02%
|
New
|
|
|
4115
|
Fiduciary Planning
Englewood,
Florida
|
$210K
|
+$183K
|
1
|
0.07%
|
New
|
|
|
4116
|
GSB Wealth Management
Guilford,
Connecticut
|
$209K
|
+$182K
|
1
|
0.05%
|
New
|
|
|
4117
|
BayBridge Capital Group
Pleasanton,
California
|
$209K
|
+$182K
|
1
|
0.15%
|
New
|
|
|
4118
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$209K
|
-$15.3K
|
1
|
0.11%
|
Reduced
|
|
|
4119
|
Parkside Advisors
Berkeley,
California
|
$209K
|
+$182K
|
1
|
0.05%
|
New
|
|
|
4120
|
Leisure Capital Management
Costa Mesa,
California
|
$208K
|
+$181K
|
1
|
0.09%
|
New
|
|
|
4121
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$208K
|
-$52.6K
|
1
|
0.02%
|
Reduced
|
|
|
4122
|
SMART Wealth
Omaha,
Nebraska
|
$208K
|
+$181K
|
1
|
0.08%
|
New
|
|
|
4123
|
Code Waechter
Tampa,
Florida
|
$206K
|
+$179K
|
1
|
0.2%
|
New
|
|
|
4124
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$206K
|
+$182K
|
1
|
0.13%
|
New
|
|
|
4125
|
O'Connor Financial Group
Quincy,
Illinois
|
$206K
|
+$179K
|
1
|
0.11%
|
New
|
|