|
1301
|
GeoWealth Management
Chicago,
Illinois
|
$551K
|
+$430K
|
1
|
0.05%
|
Increased
|
|
|
1302
|
King Wealth Management Group
Naples,
Florida
|
$551K
|
-$5.3K
|
1
|
0.11%
|
Reduced
|
|
|
1303
|
Breakwater Capital Group
Paramus,
New Jersey
|
$550K
|
+$20.5K
|
1
|
0.16%
|
Increased
|
|
|
1304
|
MONECO Advisors
Fairfield,
Connecticut
|
$549K
|
-$91.8K
|
1
|
0.1%
|
Reduced
|
|
|
1305
|
Empirical Wealth Management
Seattle,
Washington
|
$548K
|
-$23.8K
|
1
|
0.02%
|
Reduced
|
|
|
1306
|
Columbia Trust
Portland,
Oregon
|
$546K
|
+$30.9K
|
1
|
0.25%
|
Increased
|
|
|
1307
|
First Bancorp
Damariscotta,
Maine
|
$544K
|
-$12.1K
|
1
|
0.43%
|
Reduced
|
|
|
1308
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$542K
|
$0
|
1
|
0.34%
|
Maintained
|
|
|
1309
|
|
$539K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1310
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$535K
|
+$6.18K
|
1
|
0.01%
|
Increased
|
|
|
1311
|
Keene & Associates
Fort Worth,
Texas
|
$534K
|
+$1.01K
|
1
|
0.44%
|
Increased
|
|
|
1312
|
West Branch Capital
Amherst,
Massachusetts
|
$534K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
1313
|
Everhart Financial Group
Dublin,
Ohio
|
$532K
|
+$49.9K
|
1
|
0.19%
|
Increased
|
|
|
1314
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$530K
|
-$57.4K
|
1
|
0.16%
|
Reduced
|
|
|
1315
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$530K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
1316
|
Waterloo Capital
Austin,
Texas
|
$525K
|
+$481K
|
1
|
0.09%
|
New
|
|
|
1317
|
Great Lakes Advisors
Chicago,
Illinois
|
$524K
|
+$95.4K
|
1
|
0.01%
|
Increased
|
|
|
1318
|
GSG Advisors
Mount Laurel,
New Jersey
|
$519K
|
+$10.2K
|
1
|
0.2%
|
Increased
|
|
|
1319
|
Bison Wealth
Atlanta,
Georgia
|
$519K
|
+$441
|
1
|
0.09%
|
Increased
|
|
|
1320
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$517K
|
+$11K
|
2
|
0.08%
|
Increased
|
|
|
1321
|
Isthmus Partners
Madison,
Wisconsin
|
$516K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1322
|
Simplex Trading
Chicago,
Illinois
|
$515K
|
-$37.4K
|
2
|
0%
|
Reduced
|
|
|
1323
|
Knowledge Leaders Capital
Denver,
Colorado
|
$514K
|
-$42.8K
|
1
|
0.81%
|
Reduced
|
|
|
1324
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$513K
|
+$470K
|
2
|
0.15%
|
New
|
|
|
1325
|
|
$509K
|
-$89.8K
|
1
|
0%
|
Reduced
|
|