|
2051
|
Alta Capital Management
Salt Lake City,
Utah
|
$235K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2052
|
Diversified Trust
Memphis,
Tennessee
|
$235K
|
+$228K
|
1
|
0.01%
|
New
|
|
|
2053
|
Sterneck Capital Management
Kansas City,
Missouri
|
$235K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2054
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$235K
|
+$230K
|
3
|
0.22%
|
New
|
|
|
2055
|
Credential Securities
Vancouver,
|
$233K
|
+$51.1K
|
2
|
0.06%
|
Increased
|
|
|
2056
|
|
$232K
|
-$263K
|
1
|
0.1%
|
Reduced
|
|
|
2057
|
Asset Dedication LLC
San Francisco,
California
|
$231K
|
+$64.9K
|
2
|
0.09%
|
Increased
|
|
|
2058
|
Foresters Asset Management
Toronto,
Ontario, Canada
|
$231K
|
-$505K
|
1
|
0.09%
|
Reduced
|
|
|
2059
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$230K
|
+$218K
|
2
|
0.18%
|
New
|
|
|
2060
|
O'Dell Group
Cincinnati,
Ohio
|
$229K
|
+$221K
|
1
|
0.17%
|
New
|
|
|
2061
|
Visionary Asset Management
Houston,
Texas
|
$229K
|
+$222K
|
1
|
0.06%
|
New
|
|
|
2062
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$226K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2063
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$226K
|
+$220K
|
1
|
0.16%
|
New
|
|
|
2064
|
Rice Partnership
Honolulu,
Hawaii
|
$225K
|
+$217K
|
1
|
0.16%
|
New
|
|
|
2065
|
Isthmus Partners
Madison,
Wisconsin
|
$224K
|
$0
|
5
|
0.06%
|
Maintained
|
|
|
2066
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$224K
|
-$9.55K
|
6
|
0.19%
|
Reduced
|
|
|
2067
|
Highwater Wealth Management
Glendale,
Colorado
|
$223K
|
-$8.72K
|
1
|
0.48%
|
Reduced
|
|
|
2068
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$223K
|
+$216K
|
1
|
0.28%
|
New
|
|
|
2069
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$222K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2070
|
Regal Investment Advisors
Kentwood,
Michigan
|
$222K
|
+$215K
|
1
|
0.05%
|
New
|
|
|
2071
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$221K
|
-$54.3K
|
1
|
0.17%
|
Reduced
|
|
|
2072
|
Evanson Asset Management
Carmel,
California
|
$220K
|
+$213K
|
1
|
0.04%
|
New
|
|
|
2073
|
Vivaldi Capital Management
Chicago,
Illinois
|
$220K
|
+$213K
|
1
|
0.18%
|
New
|
|
|
2074
|
D'Orazio & Associates
Falls Church,
Virginia
|
$218K
|
+$8.85K
|
1
|
0.08%
|
Increased
|
|
|
2075
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$218K
|
-$9.39K
|
1
|
0.05%
|
Reduced
|
|