|
2051
|
TrinityPoint Wealth
Milford,
Connecticut
|
$40.7K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2052
|
Oracle Investment Management
Greenwich,
Connecticut
|
$40.6K
|
-$22.1K
|
1
|
0.01%
|
Reduced
|
|
|
2053
|
Center for Financial Planning
Southfied,
Michigan
|
$40.4K
|
+$11.2K
|
4
|
0.01%
|
Increased
|
|
|
2054
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$40.1K
|
+$40K
|
2
|
0.02%
|
New
|
|
|
2055
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$39.6K
|
+$16.1K
|
1
|
0.02%
|
Increased
|
|
|
2056
|
Cypress Capital
Franklin,
Tennessee
|
$39.5K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2057
|
GoalVest Advisory
New York
|
$39.1K
|
+$9.55K
|
2
|
0.02%
|
Increased
|
|
|
2058
|
Tortoise Investment Management
White Plains,
New York
|
$38.8K
|
-$3.55K
|
3
|
0.01%
|
Reduced
|
|
|
2059
|
Creative Financial Designs
Kokomo,
Indiana
|
$38.6K
|
-$1.15K
|
1
|
0%
|
Reduced
|
|
|
2060
|
IPG Investment Advisors
San Diego,
California
|
$38.1K
|
+$30.5K
|
1
|
0.01%
|
Increased
|
|
|
2061
|
Crosspoint Financial
Tustin,
California
|
$38K
|
$0
|
1
|
0.4%
|
Maintained
|
|
|
2062
|
Channel Wealth
Santa Barbara,
California
|
$38K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2063
|
Grassi Investment Management
Santa Clara,
California
|
$38K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2064
|
Lattice Capital Management
Kirkland,
Washington
|
$37K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2065
|
West Paces Advisors
Atlanta,
Georgia
|
$36.5K
|
+$37.2K
|
3
|
0.01%
|
Increased
|
|
|
2066
|
Lynwood Capital Management
Toronto,
Ontario, Canada
|
$35.8K
|
-$832K
|
1
|
0.09%
|
Reduced
|
|
|
2067
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$35.7K
|
+$31.4K
|
1
|
0.01%
|
New
|
|
|
2068
|
Elevation Wealth Partners
Santa Rosa,
California
|
$35.7K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2069
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$35.1K
|
-$1.13K
|
2
|
0%
|
Reduced
|
|
|
2070
|
Overbrook Management Corp
New York
|
$35.1K
|
-$590K
|
1
|
0.01%
|
Reduced
|
|
|
2071
|
KB Financial Partners
Princeton,
New Jersey
|
$35K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2072
|
Verus Capital Partners
Scottsdale,
Arizona
|
$35K
|
+$27.6K
|
1
|
0%
|
Increased
|
|
|
2073
|
New Millennium Group
Sandy,
Utah
|
$34.5K
|
-$18.9K
|
3
|
0.03%
|
Reduced
|
|
|
2074
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$34.1K
|
-$71.9K
|
2
|
0%
|
Reduced
|
|
|
2075
|
Delta Investment Management
San Francisco,
California
|
$34K
|
+$81K
|
1
|
0.01%
|
New
|
|