|
3201
|
Taurus Asset Management
New York
|
$304K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3202
|
Crown Wealth Group
Charlotte,
North Carolina
|
$303K
|
+$3.13K
|
1
|
0.12%
|
Increased
|
|
|
3203
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$303K
|
-$207K
|
1
|
0.05%
|
Reduced
|
|
|
3204
|
Rinkey Investments
San Diego,
California
|
$302K
|
+$296K
|
1
|
0.1%
|
New
|
|
|
3205
|
Allied Investment Advisors
Billings,
Montana
|
$302K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
3206
|
Berkshire Money Management
Dalton,
Massachusetts
|
$302K
|
+$334K
|
1
|
0.03%
|
New
|
|
|
3207
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$302K
|
+$332K
|
3
|
0.21%
|
New
|
|
|
3208
|
Pingora Partners
Wilson,
Wyoming
|
$302K
|
$0
|
2
|
0.2%
|
Maintained
|
|
|
3209
|
RHS Financial
San Francisco,
California
|
$302K
|
-$116K
|
1
|
0.16%
|
Reduced
|
|
|
3210
|
Redmond Asset Management
Henrico,
Virginia
|
$302K
|
-$10.1K
|
1
|
0.08%
|
Reduced
|
|
|
3211
|
Sentry LLC
Memphis,
Tennessee
|
$301K
|
-$18.9K
|
1
|
0.06%
|
Reduced
|
|
|
3212
|
Somerset Trust
Somerset,
Pennsylvania
|
$301K
|
+$626
|
1
|
0.11%
|
Increased
|
|
|
3213
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$300K
|
+$19K
|
1
|
0.15%
|
Increased
|
|
|
3214
|
Tobias Financial Advisors
Plantation,
Florida
|
$300K
|
-$31K
|
1
|
0.06%
|
Reduced
|
|
|
3215
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$300K
|
-$2.92K
|
1
|
0.3%
|
Reduced
|
|
|
3216
|
Reliant Investment Management
Memphis,
Tennessee
|
$300K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
3217
|
Fiduciary Planning
Englewood,
Florida
|
$300K
|
+$2.5K
|
1
|
0.1%
|
Increased
|
|
|
3218
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$298K
|
-$25.2K
|
1
|
0.17%
|
Reduced
|
|
|
3219
|
Impact Investors
San Francisco,
California
|
$297K
|
+$319K
|
1
|
0.23%
|
New
|
|
|
3220
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$295K
|
+$326K
|
1
|
0.16%
|
New
|
|
|
3221
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$295K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3222
|
M.E. Allison & Co
San Antonio,
Texas
|
$295K
|
+$288K
|
1
|
0.32%
|
New
|
|
|
3223
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$294K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
3224
|
Lodestar Private Asset Management
Alamo,
California
|
$293K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
3225
|
WPG Advisers
Baltimore,
Maryland
|
$293K
|
+$311K
|
12
|
0.27%
|
New
|
|