|
1026
|
McDonald Partners
Cleveland,
Ohio
|
$267K
|
-$222K
|
1
|
0.08%
|
Reduced
|
|
|
1027
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$267K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1028
|
Caldwell Trust
Venice,
Florida
|
$267K
|
-$23.9K
|
2
|
0.03%
|
Reduced
|
|
|
1029
|
Westside Investment Management
Santa Monica,
California
|
$266K
|
-$7.71K
|
3
|
0.08%
|
Reduced
|
|
|
1030
|
Keystone Wealth Services
Palm Desert,
California
|
$264K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1031
|
Wealthspire Advisors (New York)
New York
|
$264K
|
-$921K
|
1
|
0%
|
Reduced
|
|
|
1032
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$264K
|
-$49.6K
|
1
|
0.02%
|
Reduced
|
|
|
1033
|
L.J. Altfest & Co
New York
|
$263K
|
+$2.26K
|
1
|
0.04%
|
Increased
|
|
|
1034
|
NWAM LLC
Mercer Island,
Washington
|
$263K
|
-$5.33K
|
1
|
0.02%
|
Reduced
|
|
|
1035
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$263K
|
-$2.11M
|
1
|
0.03%
|
Reduced
|
|
|
1036
|
Estabrook Capital Management
New York
|
$262K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
1037
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$262K
|
-$142K
|
1
|
0.24%
|
Reduced
|
|
|
1038
|
PEAK6 Investments
Chicago,
Illinois
|
$262K
|
+$232K
|
1
|
0%
|
Increased
|
|
|
1039
|
Goelzer Investment Management
Carmel,
Indiana
|
$261K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1040
|
ProVise Management Group
Clearwater,
Florida
|
$261K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1041
|
Maverick Capital
Dallas,
Texas
|
$261K
|
-$48.2K
|
1
|
0.01%
|
Reduced
|
|
|
1042
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$260K
|
+$26.8K
|
2
|
0.07%
|
Increased
|
|
|
1043
|
Wealth Alliance
Mellville,
New York
|
$260K
|
-$30.3K
|
1
|
0.04%
|
Reduced
|
|
|
1044
|
TruWealth Advisors
Metairie,
Louisiana
|
$259K
|
+$851
|
1
|
0.02%
|
Increased
|
|
|
1045
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$259K
|
+$5.48K
|
1
|
0.29%
|
Increased
|
|
|
1046
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$259K
|
+$264K
|
1
|
0.2%
|
New
|
|
|
1047
|
PDS Planning
Dublin,
Ohio
|
$257K
|
-$383K
|
1
|
0.03%
|
Reduced
|
|
|
1048
|
Advisory Alpha
Holland,
Michigan
|
$257K
|
+$270K
|
1
|
0.01%
|
New
|
|
|
1049
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$257K
|
+$33.5K
|
1
|
0.01%
|
Increased
|
|
|
1050
|
Modera Wealth Management
Westwood,
New Jersey
|
$257K
|
+$7.44K
|
1
|
0%
|
Increased
|
|