|
3201
|
AIMZ Investment Advisors
Los Altos,
California
|
$266K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
3202
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$265K
|
+$168K
|
2
|
0.04%
|
Increased
|
|
|
3203
|
US Financial Advisors
Braintree,
Massachusetts
|
$265K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
3204
|
Stonebridge Capital Management
Los Angeles,
California
|
$265K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
3205
|
Parthenon LLC
Louisville,
Kentucky
|
$265K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3206
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$265K
|
+$55.8K
|
1
|
0.06%
|
Increased
|
|
|
3207
|
Priebe Wealth Holdings
Maple Grove,
Minnesota
|
$265K
|
-$4.25K
|
1
|
0.17%
|
Reduced
|
|
|
3208
|
|
$264K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
3209
|
Addison Capital
Conshohocken,
Pennsylvania
|
$264K
|
-$2.63K
|
1
|
0.1%
|
Reduced
|
|
|
3210
|
Wedgewood Investors
Erie,
Pennsylvania
|
$264K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
3211
|
Lionshead Wealth Management
New York
|
$264K
|
-$607
|
1
|
0.27%
|
Reduced
|
|
|
3212
|
Everpar Advisors
Tulsa,
Oklahoma
|
$263K
|
-$576K
|
1
|
0.14%
|
Reduced
|
|
|
3213
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$263K
|
+$282K
|
1
|
0.04%
|
New
|
|
|
3214
|
Noble Family Wealth
Clearwater,
Florida
|
$263K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
3215
|
Armis Advisers
Atlanta,
Georgia
|
$262K
|
+$268K
|
1
|
0.02%
|
New
|
|
|
3216
|
Somerset Trust
Somerset,
Pennsylvania
|
$262K
|
-$19.8K
|
1
|
0.09%
|
Reduced
|
|
|
3217
|
Capital Planning Advisors
Roseville,
California
|
$262K
|
-$809
|
1
|
0.04%
|
Reduced
|
|
|
3218
|
Acuitas Investments
Seattle,
Washington
|
$261K
|
-$529K
|
1
|
0.22%
|
Reduced
|
|
|
3219
|
Brookwood Investment Group
Phoenix,
Arizona
|
$260K
|
+$263K
|
1
|
0.04%
|
New
|
|
|
3220
|
Waterfront Wealth
Overland Park,
Kansas
|
$259K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
3221
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$259K
|
-$436K
|
2
|
0.14%
|
Reduced
|
|
|
3222
|
Guild Investment Management
Los Angeles,
California
|
$259K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
3223
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$258K
|
+$299K
|
1
|
0.11%
|
New
|
|
|
3224
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$258K
|
+$262K
|
1
|
0.12%
|
New
|
|
|
3225
|
New Century Financial Group
Princeton,
New Jersey
|
$257K
|
-$597K
|
1
|
0.3%
|
Reduced
|
|