|
3301
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$336K
|
+$317K
|
1
|
0.05%
|
New
|
|
|
3302
|
Dimension Capital Management
Coral Gables,
Florida
|
$335K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
3303
|
HFR Wealth Management
Niskayuna,
New York
|
$335K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
3304
|
AlphaCore Capital
La Jolla,
California
|
$334K
|
+$61.6K
|
2
|
0.13%
|
Increased
|
|
|
3305
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$334K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
3306
|
Lafayette Investments
Ashton,
Maryland
|
$334K
|
-$105K
|
1
|
0.08%
|
Reduced
|
|
|
3307
|
Mizuho Securities
Tokyo,
Japan
|
$334K
|
+$160K
|
2
|
0.07%
|
Increased
|
|
|
3308
|
RBO & Co
Saint Helena,
California
|
$334K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
3309
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$334K
|
+$57.5K
|
6
|
0.28%
|
Increased
|
|
|
3310
|
Total Wealth Planning
Cincinnati,
Ohio
|
$334K
|
+$308K
|
1
|
0.09%
|
New
|
|
|
3311
|
UAS Asset Management
New York
|
$334K
|
+$315K
|
1
|
0.07%
|
New
|
|
|
3312
|
Versant Capital Management
Phoenix,
Arizona
|
$334K
|
+$70.5K
|
25
|
0.11%
|
Increased
|
|
|
3313
|
New World Advisors
Hingham,
Massachusetts
|
$333K
|
-$18.5K
|
1
|
0.17%
|
Reduced
|
|
|
3314
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$332K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
3315
|
CSS LLC
Chicago,
Illinois
|
$331K
|
-$1.45M
|
1
|
0.01%
|
Reduced
|
|
|
3316
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$331K
|
+$766
|
1
|
0.03%
|
Increased
|
|
|
3317
|
Independent Family Office
Albany,
New York
|
$331K
|
+$311K
|
1
|
0.11%
|
New
|
|
|
3318
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$330K
|
-$523K
|
1
|
0.05%
|
Reduced
|
|
|
3319
|
Wolff Wiese Magana
Carslbad,
California
|
$330K
|
+$10.6K
|
10
|
0.22%
|
Increased
|
|
|
3320
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$329K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
3321
|
Hohimer Wealth Management
Seattle,
Washington
|
$329K
|
+$3.77K
|
1
|
0.06%
|
Increased
|
|
|
3322
|
Corsicana & Co
Corsicana,
Texas
|
$328K
|
$0
|
2
|
0.21%
|
Maintained
|
|
|
3323
|
Willner & Heller
Encino,
California
|
$328K
|
+$388
|
1
|
0.4%
|
Increased
|
|
|
3324
|
Brown Advisory Securities
Baltimore,
Maryland
|
$327K
|
-$175K
|
1
|
0.19%
|
Reduced
|
|
|
3325
|
Newfoundland Capital Management
Sao Paulo,
Brazil
|
$327K
|
-$3.59M
|
1
|
0.1%
|
Reduced
|
|