|
2101
|
Citizens Business Bank
Ontario,
California
|
$230K
|
-$17K
|
1
|
0.04%
|
Reduced
|
|
|
2102
|
Grisanti Capital Management
New York
|
$230K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2103
|
O'Dell Group
Cincinnati,
Ohio
|
$229K
|
+$221K
|
1
|
0.17%
|
New
|
|
|
2104
|
Legacy Private Trust
Neenah,
Wisconsin
|
$228K
|
+$4.86K
|
1
|
0.03%
|
Increased
|
|
|
2105
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$226K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2106
|
PDS Planning
Dublin,
Ohio
|
$225K
|
+$210K
|
1
|
0.23%
|
New
|
|
|
2107
|
Rice Partnership
Honolulu,
Hawaii
|
$225K
|
+$217K
|
1
|
0.16%
|
New
|
|
|
2108
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$224K
|
+$216K
|
3
|
0.19%
|
New
|
|
|
2109
|
Toth Financial Advisory
Leesburg,
Virginia
|
$224K
|
+$213K
|
3
|
0.05%
|
New
|
|
|
2110
|
American Research & Management Company
Marion,
Massachusetts
|
$223K
|
+$16.8K
|
3
|
0.07%
|
Increased
|
|
|
2111
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$223K
|
+$216K
|
1
|
0.28%
|
New
|
|
|
2112
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$222K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2113
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$221K
|
-$54.3K
|
1
|
0.17%
|
Reduced
|
|
|
2114
|
Simon Quick Advisors
Morristown,
New Jersey
|
$221K
|
-$102K
|
2
|
0.1%
|
Reduced
|
|
|
2115
|
Arcus Capital Partners
Atlanta,
Georgia
|
$220K
|
+$213K
|
1
|
0.12%
|
New
|
|
|
2116
|
Parkwood LLC
Cleveland,
Ohio
|
$220K
|
+$214K
|
1
|
0.03%
|
New
|
|
|
2117
|
Vivaldi Capital Management
Chicago,
Illinois
|
$220K
|
+$213K
|
1
|
0.18%
|
New
|
|
|
2118
|
Avity Investment Management
Greenwich,
Connecticut
|
$218K
|
+$203K
|
1
|
0.03%
|
New
|
|
|
2119
|
Winning Points Advisors
Boca Raton,
Florida
|
$218K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2120
|
|
$216K
|
+$209K
|
1
|
0.1%
|
New
|
|
|
2121
|
Rational Advisors
Huntington,
New York
|
$216K
|
-$45.3K
|
1
|
0.11%
|
Reduced
|
|
|
2122
|
Hartline Investment Corp
Winnetka,
Illinois
|
$215K
|
+$209K
|
1
|
0.06%
|
New
|
|
|
2123
|
Lido Advisors
Los Angeles,
California
|
$215K
|
+$208K
|
1
|
0.03%
|
New
|
|
|
2124
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$214K
|
+$205K
|
1
|
0.09%
|
New
|
|
|
2125
|
Leisure Capital Management
Costa Mesa,
California
|
$214K
|
+$207K
|
1
|
0.18%
|
New
|
|