|
2501
|
Concentric Wealth Management
Lafayette,
California
|
$302K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2502
|
Latitude Advisors
Vero Beach,
Florida
|
$302K
|
+$273K
|
1
|
0.27%
|
New
|
|
|
2503
|
Bennicas & Associates
Portola Valley,
California
|
$301K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2504
|
Omnia Family Wealth
Aventura,
Florida
|
$300K
|
-$7.27K
|
1
|
0.27%
|
Reduced
|
|
|
2505
|
St. Johns Investment Management
Jacksonville,
Florida
|
$298K
|
-$61.8K
|
1
|
0.18%
|
Reduced
|
|
|
2506
|
Enterprise Trust & Investment
Los Gatos,
California
|
$297K
|
$0
|
2
|
0.14%
|
Maintained
|
|
|
2507
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$297K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2508
|
Waterfront Wealth
Overland Park,
Kansas
|
$297K
|
+$269K
|
1
|
0.21%
|
New
|
|
|
2509
|
NKCFO LLC
Geneva,
Illinois
|
$296K
|
+$296K
|
1
|
0.12%
|
New
|
|
|
2510
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$294K
|
+$282K
|
1
|
0.21%
|
New
|
|
|
2511
|
LifePro Asset Management
San Diego,
California
|
$294K
|
+$266K
|
1
|
0.09%
|
New
|
|
|
2512
|
Derby & Company
Newton,
Massachusetts
|
$292K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2513
|
Pavion Blue Capital
Newport Beach,
California
|
$292K
|
-$19.1K
|
1
|
0.2%
|
Reduced
|
|
|
2514
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$292K
|
+$195
|
3
|
0.06%
|
Increased
|
|
|
2515
|
Charter Research & Investment Group
Southport,
Connecticut
|
$291K
|
-$4K
|
1
|
0.28%
|
Reduced
|
|
|
2516
|
Port Capital
Chicago,
Illinois
|
$291K
|
-$4.18K
|
1
|
0.02%
|
Reduced
|
|
|
2517
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$290K
|
-$32.9K
|
3
|
0.11%
|
Reduced
|
|
|
2518
|
FAS Wealth Partners
Leawood,
Kansas
|
$290K
|
+$5.81K
|
1
|
0.03%
|
Increased
|
|
|
2519
|
JBF Capital
Aspen,
Colorado
|
$290K
|
-$174K
|
1
|
0.05%
|
Reduced
|
|
|
2520
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$290K
|
+$275K
|
1
|
0.22%
|
New
|
|
|
2521
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$289K
|
-$10.5K
|
1
|
0.02%
|
Reduced
|
|
|
2522
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$288K
|
-$6.49K
|
1
|
0.1%
|
Reduced
|
|
|
2523
|
Ranch Capital Advisors
Sarasota,
Florida
|
$288K
|
-$11.7K
|
6
|
0.21%
|
Reduced
|
|
|
2524
|
Worth Venture Partners
Fort Lee,
New Jersey
|
$287K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
2525
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$286K
|
-$6.18K
|
1
|
0.12%
|
Reduced
|
|