|
3051
|
Fortem Financial Group
Palm Desert,
California
|
$330K
|
-$2.41M
|
1
|
0.07%
|
Reduced
|
|
|
3052
|
Horizon Bancorp
Michigan City,
Indiana
|
$330K
|
-$33K
|
2
|
0.15%
|
Reduced
|
|
|
3053
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$329K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
3054
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$329K
|
+$935
|
1
|
0.05%
|
Increased
|
|
|
3055
|
DMC Group
Birmingham,
Alabama
|
$328K
|
-$395K
|
1
|
0.22%
|
Reduced
|
|
|
3056
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$327K
|
-$299K
|
1
|
0.19%
|
Reduced
|
|
|
3057
|
Montgomery Investment Management
Rockville,
Maryland
|
$325K
|
-$324K
|
1
|
0.1%
|
Reduced
|
|
|
3058
|
Boreal Capital Management
Miami,
Florida
|
$324K
|
+$45.5K
|
3
|
0.24%
|
Increased
|
|
|
3059
|
Mystic Asset Management
Warwick,
Rhode Island
|
$324K
|
-$2.43M
|
1
|
0.07%
|
Reduced
|
|
|
3060
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$323K
|
-$63.1K
|
1
|
0.07%
|
Reduced
|
|
|
3061
|
Northbridge Financial Group
Tampa,
Florida
|
$323K
|
-$255K
|
1
|
0.12%
|
Reduced
|
|
|
3062
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$323K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
3063
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$322K
|
-$368K
|
1
|
0.02%
|
Reduced
|
|
|
3064
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$321K
|
-$279K
|
1
|
0.04%
|
Reduced
|
|
|
3065
|
FDx Advisors
Chicago,
Illinois
|
$321K
|
-$89.7K
|
1
|
0.1%
|
Reduced
|
|
|
3066
|
Birch Financial Group
Keene,
New Hampshire
|
$321K
|
-$319K
|
1
|
0.16%
|
Reduced
|
|
|
3067
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$319K
|
-$45.8K
|
1
|
0.2%
|
Reduced
|
|
|
3068
|
Richardson Financial Services
Medway,
Massachusetts
|
$319K
|
-$619K
|
2
|
0.18%
|
Reduced
|
|
|
3069
|
Northwest Bancshares
Warren,
Pennsylvania
|
$318K
|
-$779K
|
1
|
0.06%
|
Reduced
|
|
|
3070
|
Prosperity Bancshares
Houston,
Texas
|
$318K
|
+$17.9K
|
5
|
0.21%
|
Increased
|
|
|
3071
|
KFA Private Wealth Group
Tysons,
Virginia
|
$318K
|
-$479K
|
1
|
0.08%
|
Reduced
|
|
|
3072
|
Swiss Re
Zurich,
Switzerland
|
$315K
|
+$215K
|
2
|
0.03%
|
Increased
|
|
|
3073
|
Langley Wealth Management
Corinth,
Mississippi
|
$315K
|
+$314K
|
1
|
0.31%
|
New
|
|
|
3074
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$314K
|
-$23.4K
|
1
|
0.13%
|
Reduced
|
|
|
3075
|
RB Capital Management
Reno,
Nevada
|
$314K
|
-$309K
|
1
|
0.06%
|
Reduced
|
|