|
1201
|
|
$229K
|
+$163K
|
17
|
0.02%
|
Increased
|
|
|
1202
|
Lexington Hill Partners
Dallas,
Texas
|
$229K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1203
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$229K
|
-$91.9K
|
4
|
0.12%
|
Reduced
|
|
|
1204
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$228K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1205
|
Independent Financial Group
San Diego,
California
|
$227K
|
+$204K
|
1
|
0%
|
New
|
|
|
1206
|
HUB Investment Partners
Austin,
Texas
|
$227K
|
-$54K
|
1
|
0%
|
Reduced
|
|
|
1207
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$226K
|
+$35.4K
|
2
|
0.07%
|
Increased
|
|
|
1208
|
CDC Financial
Chicago,
Illinois
|
$226K
|
+$227K
|
1
|
0.09%
|
New
|
|
|
1209
|
SVB Wealth
Boston,
Massachusetts
|
$220K
|
-$1.95M
|
1
|
0.01%
|
Reduced
|
|
|
1210
|
Choate Investment Advisors
Boston,
Massachusetts
|
$220K
|
+$203K
|
1
|
0%
|
New
|
|
|
1211
|
AlphaCore Capital
La Jolla,
California
|
$219K
|
+$243K
|
1
|
0%
|
New
|
|
|
1212
|
Advyzon Investment Management
Lisle,
Illinois
|
$218K
|
+$233K
|
1
|
0.02%
|
New
|
|
|
1213
|
Hudson Portfolio Management
Garrison,
New York
|
$217K
|
+$224K
|
1
|
0.16%
|
New
|
|
|
1214
|
Citizens Business Bank
Ontario,
California
|
$217K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1215
|
O'Connor Alternative Investments
New York
|
$216K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1216
|
Trajan Wealth
Scottsdale,
Arizona
|
$216K
|
+$187K
|
1
|
0.01%
|
New
|
|
|
1217
|
Level Four Advisory Services
Dallas,
Texas
|
$216K
|
-$5.78K
|
1
|
0.01%
|
Reduced
|
|
|
1218
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$215K
|
+$198K
|
1
|
0.01%
|
New
|
|
|
1219
|
iSAM Funds (UK)
London,
United Kingdom
|
$215K
|
-$365K
|
1
|
0.15%
|
Reduced
|
|
|
1220
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$215K
|
+$198K
|
1
|
0.02%
|
New
|
|
|
1221
|
Revisor Wealth Management
Akron,
Ohio
|
$213K
|
+$206K
|
1
|
0.05%
|
New
|
|
|
1222
|
Toth Financial Advisory
Leesburg,
Virginia
|
$213K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1223
|
Genus Capital Management
Vancouver,
British Columbia, Canada
|
$211K
|
+$196K
|
1
|
0.02%
|
New
|
|
|
1224
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$210K
|
+$194K
|
1
|
0.04%
|
New
|
|
|
1225
|
Childress Capital Advisors
Houston,
Texas
|
$210K
|
+$200K
|
1
|
0.03%
|
New
|
|