|
3651
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$240K
|
-$749K
|
1
|
0.21%
|
Reduced
|
|
|
3652
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$238K
|
+$204K
|
1
|
0.05%
|
New
|
|
|
3653
|
Channel Wealth
Santa Barbara,
California
|
$238K
|
-$35.4K
|
1
|
0.14%
|
Reduced
|
|
|
3654
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$238K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
3655
|
WPWealth
Fort Worth,
Texas
|
$238K
|
+$203K
|
1
|
0.1%
|
New
|
|
|
3656
|
Millburn Ridgefield Corp
New York
|
$237K
|
+$5.76K
|
1
|
0.01%
|
Increased
|
|
|
3657
|
Waterloo Capital
Austin,
Texas
|
$236K
|
+$210K
|
1
|
0.07%
|
New
|
|
|
3658
|
Lagoda Investment Management
New York
|
$236K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
3659
|
Highlander Capital Management
Short Hills,
New Jersey
|
$234K
|
$0
|
3
|
0.11%
|
Maintained
|
|
|
3660
|
Bellevue Asset Management
Bellevue,
Washington
|
$234K
|
+$223
|
8
|
0.15%
|
Increased
|
|
|
3661
|
Abbot Financial Management
Andover,
Massachusetts
|
$234K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
3662
|
Kenfarb & Co
Ashland,
Kentucky
|
$233K
|
$0
|
2
|
0.2%
|
Maintained
|
|
|
3663
|
|
$233K
|
-$672K
|
14
|
0.08%
|
Reduced
|
|
|
3664
|
ProVise Management Group
Clearwater,
Florida
|
$233K
|
-$288K
|
1
|
0.02%
|
Reduced
|
|
|
3665
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$232K
|
+$36K
|
1
|
0.1%
|
Increased
|
|
|
3666
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$232K
|
+$3K
|
1
|
0.04%
|
Increased
|
|
|
3667
|
Aviance Capital Partners
Naples,
Florida
|
$232K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
3668
|
Crane Advisory
Fullerton,
California
|
$231K
|
+$210K
|
1
|
0.07%
|
New
|
|
|
3669
|
First National Bank of South Miami
South Miami,
Florida
|
$230K
|
+$33.9K
|
3
|
0.19%
|
Increased
|
|
|
3670
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$230K
|
-$44.6K
|
1
|
0.16%
|
Reduced
|
|
|
3671
|
Brady Family Wealth
Saint Louis,
Missouri
|
$229K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
3672
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$229K
|
-$244K
|
1
|
0.1%
|
Reduced
|
|
|
3673
|
Eclectic Associates
Fullerton,
California
|
$228K
|
-$6.02K
|
1
|
0.11%
|
Reduced
|
|
|
3674
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$228K
|
+$11.1K
|
1
|
0.19%
|
Increased
|
|
|
3675
|
Rise Advisors
Rochester,
New York
|
$226K
|
-$540
|
5
|
0.18%
|
Reduced
|
|