|
3301
|
Cynosure Group
Salt Lake City,
Utah
|
$408K
|
-$440K
|
1
|
0.62%
|
Reduced
|
|
|
3302
|
Lakeside Advisors
Seattle,
Washington
|
$407K
|
+$242
|
1
|
0.31%
|
Increased
|
|
|
3303
|
Headlands Technologies
Chicago,
Illinois
|
$403K
|
+$111K
|
6
|
0.27%
|
Increased
|
|
|
3304
|
Gradient Capital Advisors
San Diego,
California
|
$402K
|
+$242
|
1
|
0.17%
|
Increased
|
|
|
3305
|
Per Stirling Capital Management
Austin,
Texas
|
$398K
|
+$214K
|
1
|
0.09%
|
Increased
|
|
|
3306
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$398K
|
+$2.42K
|
1
|
0.11%
|
Increased
|
|
|
3307
|
Latitude Advisors
Vero Beach,
Florida
|
$395K
|
-$2.66K
|
1
|
0.29%
|
Reduced
|
|
|
3308
|
Callan Family Office
Radnor,
Pennsylvania
|
$395K
|
-$3.39M
|
1
|
0.1%
|
Reduced
|
|
|
3309
|
Emerald Advisors
Bellevue,
Washington
|
$394K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
3310
|
Check Capital Management
Costa Mesa,
California
|
$393K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
3311
|
Silvia McColl Wealth Management
San Diego,
California
|
$390K
|
-$205K
|
1
|
0.39%
|
Reduced
|
|
|
3312
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$389K
|
-$7.45K
|
1
|
0.04%
|
Reduced
|
|
|
3313
|
Trinity Financial Advisors
Columbus,
Ohio
|
$389K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
3314
|
Thomas Story & Son
Culver,
Indiana
|
$389K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
3315
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$389K
|
-$323K
|
1
|
0.15%
|
Reduced
|
|
|
3316
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$388K
|
-$8.33K
|
1
|
0.24%
|
Reduced
|
|
|
3317
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$388K
|
+$392K
|
1
|
0.27%
|
New
|
|
|
3318
|
Greytown Advisors
Miami,
Florida
|
$387K
|
-$2.1K
|
1
|
0.2%
|
Reduced
|
|
|
3319
|
Hohimer Wealth Management
Seattle,
Washington
|
$387K
|
+$48.6K
|
1
|
0.11%
|
Increased
|
|
|
3320
|
Summit Wealth Partners
Orlando,
Florida
|
$387K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
3321
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$386K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
3322
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$385K
|
+$54.4K
|
1
|
0.03%
|
Increased
|
|
|
3323
|
LifeSteps Financial
Claremont,
California
|
$385K
|
-$21.8K
|
1
|
0.41%
|
Reduced
|
|
|
3324
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$385K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
3325
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$381K
|
$0
|
1
|
0.23%
|
Maintained
|
|