|
1401
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$251K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1402
|
Investment Management Trust
Fitchburg,
Massachusetts
|
$251K
|
+$231K
|
1
|
0.22%
|
New
|
|
|
1403
|
PGIM Custom Harvest
Newark,
New Jersey
|
$250K
|
+$243K
|
1
|
0%
|
New
|
|
|
1404
|
KCM Investment Advisors
Greenbrae,
California
|
$250K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1405
|
Opal Wealth Advisors
Jericho,
New York
|
$249K
|
-$57.2K
|
1
|
0.05%
|
Reduced
|
|
|
1406
|
Essex Financial Services
Essex,
Connecticut
|
$249K
|
+$242K
|
1
|
0.01%
|
New
|
|
|
1407
|
J.W. Burns & Co
Dewitt,
New York
|
$249K
|
-$7.63K
|
1
|
0.03%
|
Reduced
|
|
|
1408
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$248K
|
-$72.6K
|
1
|
0.16%
|
Reduced
|
|
|
1409
|
SS&H Financial Advisors
Troy,
Michigan
|
$247K
|
+$240K
|
1
|
0.06%
|
New
|
|
|
1410
|
Alpine Woods Capital Investors
Purchase,
New York
|
$247K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1411
|
BNB Wealth Management
Silver Spring,
Maryland
|
$247K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1412
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$246K
|
-$29.6K
|
1
|
0%
|
Reduced
|
|
|
1413
|
Intellectus Partners
San Francisco,
California
|
$246K
|
+$227K
|
1
|
0.04%
|
New
|
|
|
1414
|
CNB Bank
Clearfield,
Pennsylvania
|
$246K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1415
|
LRI Investments
Palm Beach Gardens,
Florida
|
$246K
|
-$15.2K
|
4
|
0.02%
|
Reduced
|
|
|
1416
|
MBA Advisors
Hermitage,
Pennsylvania
|
$246K
|
+$10K
|
1
|
0.08%
|
Increased
|
|
|
1417
|
Zuckerman Investment Group
Chicago,
Illinois
|
$245K
|
+$226K
|
1
|
0.02%
|
New
|
|
|
1418
|
SYM Financial Corp
Winona Lake,
Indiana
|
$245K
|
+$6.54K
|
1
|
0.02%
|
Increased
|
|
|
1419
|
PFW Advisors
Atlanta,
Georgia
|
$244K
|
+$225K
|
1
|
0.07%
|
New
|
|
|
1420
|
Simmons Bank
Pine Bluff,
Arkansas
|
$244K
|
+$237K
|
1
|
0.01%
|
New
|
|
|
1421
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$243K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1422
|
First International Bank of Israel
Tel Aviv,
|
$243K
|
+$223K
|
1
|
0.07%
|
New
|
|
|
1423
|
Davis Investment Partners
Charlotte,
North Carolina
|
$242K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1424
|
Mattson Financial Services
Kentwood,
Michigan
|
$242K
|
+$4.36K
|
1
|
0.05%
|
Increased
|
|
|
1425
|
Seneca House Advisors
Richmond,
Virginia
|
$242K
|
$0
|
1
|
0.09%
|
Maintained
|
|