|
2101
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$1.4M
|
-$237K
|
1
|
0.76%
|
Reduced
|
|
|
2102
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$1.39M
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
2103
|
ViaWealth
Leawood,
Kansas
|
$1.39M
|
-$651K
|
2
|
0.7%
|
Reduced
|
|
|
2104
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.39M
|
-$46.8K
|
4
|
0.15%
|
Reduced
|
|
|
2105
|
First United Bank & Trust
Oakland,
Maryland
|
$1.39M
|
-$1.2M
|
4
|
0.4%
|
Reduced
|
|
|
2106
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$1.39M
|
-$308K
|
1
|
0.49%
|
Reduced
|
|
|
2107
|
IPG Investment Advisors
San Diego,
California
|
$1.39M
|
+$1.61M
|
1
|
0.2%
|
New
|
|
|
2108
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.39M
|
-$279K
|
14
|
0.12%
|
Reduced
|
|
|
2109
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.38M
|
-$2.37M
|
3
|
0.13%
|
Reduced
|
|
|
2110
|
Walsky Investment Management
Wyomissing,
Pennsylvania
|
$1.38M
|
-$1.43M
|
1
|
1.28%
|
Reduced
|
|
|
2111
|
Odyssean LLC
Darien,
Connecticut
|
$1.38M
|
+$958K
|
4
|
0.22%
|
Increased
|
|
|
2112
|
Haven Private
Orlando,
Florida
|
$1.37M
|
-$55.2K
|
1
|
0.52%
|
Reduced
|
|
|
2113
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.37M
|
-$1.21M
|
5
|
0.1%
|
Reduced
|
|
|
2114
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$1.37M
|
-$1.06M
|
2
|
0.28%
|
Reduced
|
|
|
2115
|
Aviance Capital Partners
Naples,
Florida
|
$1.37M
|
-$966K
|
2
|
0.14%
|
Reduced
|
|
|
2116
|
First Financial Corp
Terre Haute,
Indiana
|
$1.37M
|
-$211K
|
2
|
0.47%
|
Reduced
|
|
|
2117
|
Great Diamond Partners
Portland,
Maine
|
$1.37M
|
-$446K
|
2
|
0.23%
|
Reduced
|
|
|
2118
|
|
$1.36M
|
-$767K
|
1
|
0.18%
|
Reduced
|
|
|
2119
|
Investment House LLC
Redondo Beach,
California
|
$1.36M
|
-$427K
|
2
|
0.06%
|
Reduced
|
|
|
2120
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$1.36M
|
+$62.4K
|
3
|
0.44%
|
Increased
|
|
|
2121
|
ORG Wealth Partners
Dallas,
Texas
|
$1.36M
|
-$651K
|
2
|
0.2%
|
Reduced
|
|
|
2122
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$1.36M
|
-$28.8K
|
2
|
0.54%
|
Reduced
|
|
|
2123
|
Challenger Wealth Management
Aliso Viejo,
California
|
$1.36M
|
-$83.2K
|
1
|
1%
|
Reduced
|
|
|
2124
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$1.35M
|
-$2.32M
|
2
|
0.04%
|
Reduced
|
|
|
2125
|
Excelsior Advisor Network
Denver,
Colorado
|
$1.35M
|
+$935K
|
2
|
0.18%
|
Increased
|
|