|
4701
|
9823 Capital
Dallas,
Texas
|
$356K
|
+$342K
|
2
|
0.25%
|
New
|
|
|
4702
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$355K
|
-$8.34K
|
1
|
0.1%
|
Reduced
|
|
|
4703
|
|
$355K
|
+$331K
|
1
|
0.08%
|
New
|
|
|
4704
|
Capital Investment Management
Lees Summit,
Missouri
|
$355K
|
+$365K
|
1
|
0.12%
|
New
|
|
|
4705
|
Platform Wealth Management
Holladay,
Utah
|
$352K
|
+$355K
|
1
|
0.09%
|
New
|
|
|
4706
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$352K
|
+$9.33K
|
7
|
0.14%
|
Increased
|
|
|
4707
|
LongView Wealth Management
Atlanta,
Georgia
|
$352K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
4708
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$351K
|
-$1.67K
|
1
|
0.14%
|
Reduced
|
|
|
4709
|
Brightwater Advisory
Tampa,
Florida
|
$351K
|
+$1.11K
|
1
|
0.24%
|
Increased
|
|
|
4710
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$351K
|
-$265K
|
1
|
0.21%
|
Reduced
|
|
|
4711
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$350K
|
-$305K
|
4
|
1.64%
|
Reduced
|
|
|
4712
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$349K
|
+$261K
|
1
|
0.1%
|
New
|
|
|
4713
|
TD Capital Management
Memphis,
Tennessee
|
$348K
|
+$33.7K
|
11
|
0.03%
|
Increased
|
|
|
4714
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$348K
|
+$349K
|
5
|
0.33%
|
New
|
|
|
4715
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$348K
|
+$2.2K
|
3
|
0.2%
|
Increased
|
|
|
4716
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$348K
|
-$796K
|
1
|
0.08%
|
Reduced
|
|
|
4717
|
Vestor Capital
Chicago,
Illinois
|
$347K
|
+$19.8M
|
2
|
0.02%
|
Increased
|
|
|
4718
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$346K
|
-$21.1K
|
1
|
0.27%
|
Reduced
|
|
|
4719
|
Nova Wealth Management
Bonita Springs,
Florida
|
$346K
|
+$3.38K
|
7
|
0.24%
|
Increased
|
|
|
4720
|
Navis Wealth Advisors
Rye Brook,
New York
|
$345K
|
+$143K
|
2
|
0.15%
|
Increased
|
|
|
4721
|
Advantage Trust Company
Salina,
Kansas
|
$345K
|
-$326K
|
2
|
0.16%
|
Reduced
|
|
|
4722
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$344K
|
-$167K
|
1
|
0.01%
|
Reduced
|
|
|
4723
|
Bedminster
Bluffton,
South Carolina
|
$344K
|
+$333K
|
1
|
0.32%
|
New
|
|
|
4724
|
Tolleson Wealth Management
Dallas,
Texas
|
$344K
|
-$62.2K
|
1
|
0.05%
|
Reduced
|
|
|
4725
|
Centerpoint Advisors
Needham,
Massachusetts
|
$343K
|
$0
|
6
|
0.11%
|
Maintained
|
|