|
2901
|
Whitney & Co
Rochester,
New York
|
$222K
|
+$221K
|
1
|
0.03%
|
New
|
|
|
2902
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$221K
|
-$31.4K
|
2
|
0.13%
|
Reduced
|
|
|
2903
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$220K
|
-$5.86K
|
1
|
0.13%
|
Reduced
|
|
|
2904
|
Frisch Financial Group
Melville,
New York
|
$220K
|
+$1.28K
|
1
|
0.09%
|
Increased
|
|
|
2905
|
Smith Anglin Financial
Dallas,
Texas
|
$220K
|
+$5.37K
|
2
|
0.03%
|
Increased
|
|
|
2906
|
Parthenon LLC
Louisville,
Kentucky
|
$218K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2907
|
Fermata Advisors
Sonoma,
California
|
$218K
|
+$229K
|
1
|
0.06%
|
New
|
|
|
2908
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$217K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
2909
|
Creative Capital Management Investments
San Diego,
California
|
$217K
|
+$7.51K
|
4
|
0.15%
|
Increased
|
|
|
2910
|
VisionPoint Advisory Group
Dallas,
Texas
|
$215K
|
+$166K
|
7
|
0.09%
|
Increased
|
|
|
2911
|
Bank of Stockton
Stockton,
California
|
$215K
|
-$57.4K
|
1
|
0.08%
|
Reduced
|
|
|
2912
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$215K
|
-$44.6K
|
1
|
0.21%
|
Reduced
|
|
|
2913
|
Merriman Wealth Management
Seattle,
Washington
|
$215K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2914
|
New Republic Capital
Charlotte,
North Carolina
|
$215K
|
-$62.9K
|
1
|
0.18%
|
Reduced
|
|
|
2915
|
Royal Fund Management
Lady Lake,
Florida
|
$214K
|
+$225K
|
1
|
0.03%
|
New
|
|
|
2916
|
AAF Wealth Management
Westborough,
Massachusetts
|
$214K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2917
|
Credential Qtrade Securities
Vancouver,
|
$213K
|
-$2.4M
|
2
|
0.01%
|
Reduced
|
|
|
2918
|
Greenspring Advisors
Towson,
Maryland
|
$213K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2919
|
Allen Capital Group
Grand Island,
Nebraska
|
$213K
|
+$3.29K
|
1
|
0.04%
|
Increased
|
|
|
2920
|
Allied Investment Advisors
Billings,
Montana
|
$213K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2921
|
Litman Gregory Wealth Management
Larkspur,
California
|
$212K
|
+$223K
|
1
|
0.02%
|
New
|
|
|
2922
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$212K
|
-$24.5K
|
1
|
0.11%
|
Reduced
|
|
|
2923
|
First National Advisers
Omaha,
Nebraska
|
$212K
|
+$219K
|
1
|
0.09%
|
New
|
|
|
2924
|
Goepper Burkhardt
Greenville,
South Carolina
|
$211K
|
+$209K
|
1
|
0.13%
|
New
|
|
|
2925
|
Horizon Family Wealth
Chicago,
Illinois
|
$211K
|
+$209K
|
1
|
0.2%
|
New
|
|