|
2701
|
PVG Asset Management
Golden,
Colorado
|
$297K
|
+$250K
|
1
|
1.31%
|
New
|
|
|
2702
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$297K
|
-$3.06K
|
1
|
0.25%
|
Reduced
|
|
|
2703
|
Axiom Investment Management
New York
|
$296K
|
-$64.7K
|
2
|
0.77%
|
Reduced
|
|
|
2704
|
Essential Planning
Portsmouth,
New Hampshire
|
$295K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
2705
|
Vicus Capital
State College,
Pennsylvania
|
$295K
|
-$9.36K
|
1
|
0.03%
|
Reduced
|
|
|
2706
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$294K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2707
|
Somerset Trust
Somerset,
Pennsylvania
|
$294K
|
+$12K
|
1
|
0.12%
|
Increased
|
|
|
2708
|
Pavion Blue Capital
Newport Beach,
California
|
$294K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2709
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$294K
|
+$278K
|
1
|
0.09%
|
New
|
|
|
2710
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$294K
|
-$27.8K
|
1
|
0.21%
|
Reduced
|
|
|
2711
|
Hemington Wealth Management
Falls Church,
Virginia
|
$293K
|
+$278K
|
1
|
0.13%
|
New
|
|
|
2712
|
Alesco Advisors
Pittsford,
New York
|
$292K
|
+$2.48K
|
1
|
0.01%
|
Increased
|
|
|
2713
|
Circle Wealth Management
Summit,
New Jersey
|
$292K
|
+$11.1K
|
1
|
0.05%
|
Increased
|
|
|
2714
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$292K
|
-$13.8K
|
1
|
0.17%
|
Reduced
|
|
|
2715
|
Private Asset Management
San Diego,
California
|
$291K
|
-$8.6K
|
1
|
0.05%
|
Reduced
|
|
|
2716
|
Wayfinding Financial
Lynnwood,
Washington
|
$291K
|
-$26.9K
|
1
|
0.23%
|
Reduced
|
|
|
2717
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$291K
|
-$91.9K
|
1
|
0.34%
|
Reduced
|
|
|
2718
|
Rovin Capital
Mesa,
Arizona
|
$290K
|
-$22.7K
|
1
|
0.14%
|
Reduced
|
|
|
2719
|
Kaizen Financial Strategies
Campbell,
California
|
$290K
|
-$39.7K
|
1
|
0.29%
|
Reduced
|
|
|
2720
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$289K
|
-$62.3K
|
1
|
0.02%
|
Reduced
|
|
|
2721
|
Kearns & Associates
Palos Verdes Estates,
California
|
$288K
|
+$275K
|
1
|
0.3%
|
New
|
|
|
2722
|
Wealth Architects
Mountain View,
California
|
$288K
|
-$38.8K
|
1
|
0.05%
|
Reduced
|
|
|
2723
|
Charter Research & Investment Group
Southport,
Connecticut
|
$287K
|
-$4.58K
|
1
|
0.28%
|
Reduced
|
|
|
2724
|
Charles Schwab Trust
Henderson,
Nevada
|
$286K
|
+$5.35K
|
1
|
0.04%
|
Increased
|
|
|
2725
|
TriaGen Wealth Management
Calabasas,
California
|
$286K
|
+$3.44K
|
1
|
0.16%
|
Increased
|
|