|
3026
|
Somerset Trust
Somerset,
Pennsylvania
|
$259K
|
+$35.2K
|
1
|
0.11%
|
Increased
|
|
|
3027
|
Pacifica Partners
Surrey,
Canada
|
$258K
|
+$2.08K
|
4
|
0.11%
|
Increased
|
|
|
3028
|
Concentric Wealth Management
Lafayette,
California
|
$258K
|
-$175K
|
1
|
0.07%
|
Reduced
|
|
|
3029
|
Yoder Wealth Management
Walnut Creek,
California
|
$258K
|
-$11.9K
|
1
|
0.17%
|
Reduced
|
|
|
3030
|
AIMZ Investment Advisors
Los Altos,
California
|
$258K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
3031
|
One Capital Management
Westlake Village,
California
|
$257K
|
+$3.95K
|
1
|
0.01%
|
Increased
|
|
|
3032
|
Stonebridge Capital Management
Los Angeles,
California
|
$257K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
3033
|
Wayfinding Financial
Lynnwood,
Washington
|
$257K
|
-$43.3K
|
1
|
0.15%
|
Reduced
|
|
|
3034
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$257K
|
+$250K
|
1
|
0.18%
|
New
|
|
|
3035
|
Parthenon LLC
Louisville,
Kentucky
|
$257K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3036
|
|
$256K
|
-$5.96M
|
1
|
0.07%
|
Reduced
|
|
|
3037
|
Verity & Verity
Beaufort,
South Carolina
|
$255K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3038
|
Aristeia Capital
Greenwich,
Connecticut
|
$254K
|
+$226K
|
1
|
0.01%
|
New
|
|
|
3039
|
Saxony Capital Management
St. Louis,
Missouri
|
$252K
|
-$17.5K
|
1
|
0.3%
|
Reduced
|
|
|
3040
|
Foguth Wealth Management
Brighton,
Michigan
|
$252K
|
+$225K
|
1
|
0.14%
|
New
|
|
|
3041
|
LWM Advisory Services
Plantation,
Florida
|
$252K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
3042
|
Kaizen Financial Strategies
Campbell,
California
|
$252K
|
+$1.51K
|
1
|
0.17%
|
Increased
|
|
|
3043
|
Samalin Investment Counsel
Chappaqua,
New York
|
$252K
|
-$77.2K
|
1
|
0.12%
|
Reduced
|
|
|
3044
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$250K
|
+$23K
|
1
|
0.14%
|
Increased
|
|
|
3045
|
Highlander Capital Management
Short Hills,
New Jersey
|
$250K
|
$0
|
2
|
0.09%
|
Maintained
|
|
|
3046
|
Howard Financial Services
Dallas,
Texas
|
$250K
|
-$73.4K
|
1
|
0.04%
|
Reduced
|
|
|
3047
|
Avalon Capital Management
Port Of Redwood City,
California
|
$249K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
3048
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$249K
|
+$2.82K
|
1
|
0.04%
|
Increased
|
|
|
3049
|
Index Fund Advisors
Irvine,
California
|
$249K
|
+$565
|
1
|
0.01%
|
Increased
|
|
|
3050
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$248K
|
-$64.8K
|
1
|
0.04%
|
Reduced
|
|