|
3051
|
Wealth Architects
Mountain View,
California
|
$242K
|
-$63.1K
|
1
|
0.03%
|
Reduced
|
|
|
3052
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$242K
|
-$547K
|
1
|
0.01%
|
Reduced
|
|
|
3053
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$241K
|
-$3.25M
|
1
|
0.01%
|
Reduced
|
|
|
3054
|
Denali Advisors
San Diego,
California
|
$240K
|
-$406K
|
2
|
0.07%
|
Reduced
|
|
|
3055
|
Lockerman Financial Group
Newport Beach,
California
|
$240K
|
+$215K
|
1
|
0.55%
|
New
|
|
|
3056
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$239K
|
-$5.11K
|
2
|
0.12%
|
Reduced
|
|
|
3057
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$238K
|
-$7.57K
|
2
|
0.06%
|
Reduced
|
|
|
3058
|
GenWealth Group
Maplewood,
New Jersey
|
$238K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
3059
|
Encompass Wealth Advisors
Portland,
Oregon
|
$236K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
3060
|
Creative Capital Management Investments
San Diego,
California
|
$236K
|
$0
|
4
|
0.14%
|
Maintained
|
|
|
3061
|
Austin Private Wealth
Austin,
Texas
|
$236K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3062
|
Mengis Capital Management
Portland,
Oregon
|
$236K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
3063
|
Cooper/Haims Advisors
Victor,
New York
|
$236K
|
+$2.34K
|
1
|
0.13%
|
Increased
|
|
|
3064
|
Portside Wealth Group
Provo,
Utah
|
$235K
|
-$236K
|
1
|
0.04%
|
Reduced
|
|
|
3065
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$235K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
3066
|
Liberty Wealth Management
Oakland,
California
|
$235K
|
-$12.7K
|
1
|
0.05%
|
Reduced
|
|
|
3067
|
Element Pointe Advisors
Miami,
Florida
|
$234K
|
+$213K
|
1
|
0.06%
|
New
|
|
|
3068
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$234K
|
+$40.1K
|
5
|
0.11%
|
Increased
|
|
|
3069
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$233K
|
+$213K
|
1
|
0.04%
|
New
|
|
|
3070
|
|
$233K
|
+$213K
|
1
|
0.02%
|
New
|
|
|
3071
|
Triton Wealth Management
Sun City,
Arizona
|
$233K
|
+$9.7K
|
1
|
0.15%
|
Increased
|
|
|
3072
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$232K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
3073
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$232K
|
+$1.44K
|
1
|
0.02%
|
Increased
|
|
|
3074
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$232K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
3075
|
Reliant Investment Management
Memphis,
Tennessee
|
$231K
|
+$3.24K
|
1
|
0.12%
|
Increased
|
|