|
3151
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$327K
|
-$13.5K
|
1
|
0.22%
|
Reduced
|
|
|
3152
|
Pacifica Partners
Surrey,
Canada
|
$327K
|
$0
|
5
|
0.14%
|
Maintained
|
|
|
3153
|
Intellus Advisors
Naples,
Florida
|
$327K
|
+$320K
|
1
|
0.06%
|
New
|
|
|
3154
|
Wealth Effects
Boston,
Massachusetts
|
$327K
|
-$58.6K
|
1
|
0.12%
|
Reduced
|
|
|
3155
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$325K
|
+$318K
|
1
|
0.07%
|
New
|
|
|
3156
|
Hara Capital
Bellevue,
Washington
|
$325K
|
$0
|
2
|
0.21%
|
Maintained
|
|
|
3157
|
Rovin Capital
Mesa,
Arizona
|
$325K
|
-$69.9K
|
1
|
0.12%
|
Reduced
|
|
|
3158
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$325K
|
-$4.79K
|
1
|
0.08%
|
Reduced
|
|
|
3159
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$325K
|
-$1.33M
|
1
|
0.11%
|
Reduced
|
|
|
3160
|
LGT Financial Advisors
Dallas,
Texas
|
$324K
|
+$138K
|
7
|
0.72%
|
Increased
|
|
|
3161
|
Planning Alternatives
Birmingham,
Michigan
|
$323K
|
+$7.51K
|
1
|
0.05%
|
Increased
|
|
|
3162
|
Stiles Financial Services
Edina,
Minnesota
|
$321K
|
-$211K
|
1
|
0.12%
|
Reduced
|
|
|
3163
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$321K
|
+$88.6K
|
1
|
0.12%
|
Increased
|
|
|
3164
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$321K
|
-$13.1K
|
1
|
0.05%
|
Reduced
|
|
|
3165
|
Sunpointe
St. Louis,
Missouri
|
$321K
|
+$28.6K
|
1
|
0.16%
|
Increased
|
|
|
3166
|
Inlight Wealth Management
Atlanta,
Georgia
|
$320K
|
+$378K
|
1
|
0.21%
|
New
|
|
|
3167
|
Aspect Partners
Fairfax,
Virginia
|
$320K
|
-$2.17K
|
4
|
0.18%
|
Reduced
|
|
|
3168
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$319K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
3169
|
Maia Wealth
Denver,
Colorado
|
$319K
|
+$2.29K
|
2
|
0.07%
|
Increased
|
|
|
3170
|
Park Capital Management
Madison,
Wisconsin
|
$319K
|
+$350K
|
1
|
0.38%
|
New
|
|
|
3171
|
tru Independence
Portland,
Oregon
|
$319K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
3172
|
Clarendon Private
Boston,
Massachusetts
|
$318K
|
+$312K
|
1
|
0.33%
|
New
|
|
|
3173
|
St. Johns Investment Management
Jacksonville,
Florida
|
$317K
|
-$417
|
2
|
0.15%
|
Reduced
|
|
|
3174
|
PAX Financial Group
San Antonio,
Texas
|
$317K
|
+$50.4K
|
1
|
0.06%
|
Increased
|
|
|
3175
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$316K
|
-$362K
|
1
|
0.24%
|
Reduced
|
|