|
2101
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1.54M
|
-$119K
|
4
|
0.08%
|
Reduced
|
|
|
2102
|
MCF Advisors
Covington,
Kentucky
|
$1.54M
|
-$21.8K
|
8
|
0.06%
|
Reduced
|
|
|
2103
|
Northstar Advisory Group
Northfield,
New Jersey
|
$1.54M
|
-$228K
|
1
|
0.48%
|
Reduced
|
|
|
2104
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.54M
|
-$173K
|
4
|
0.07%
|
Reduced
|
|
|
2105
|
Voya Financial Advisors
Windsor,
Connecticut
|
$1.54M
|
-$436K
|
1
|
0.14%
|
Reduced
|
|
|
2106
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$1.54M
|
+$20.2K
|
7
|
0.31%
|
Increased
|
|
|
2107
|
Axiom Investment Management
New York
|
$1.54M
|
-$435K
|
5
|
1.03%
|
Reduced
|
|
|
2108
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$1.54M
|
-$257K
|
2
|
0.33%
|
Reduced
|
|
|
2109
|
Quantum Financial Advisors
El Segundo,
California
|
$1.54M
|
-$21.9K
|
2
|
0.15%
|
Reduced
|
|
|
2110
|
Matters Capital
Miami,
Florida
|
$1.53M
|
$0
|
1
|
1.07%
|
Maintained
|
|
|
2111
|
Apriem Advisors
Irvine,
California
|
$1.53M
|
+$11.6K
|
1
|
0.13%
|
Increased
|
|
|
2112
|
Access Financial Services
Minneapolis,
Minnesota
|
$1.52M
|
-$6.96K
|
1
|
0.5%
|
Reduced
|
|
|
2113
|
Stockman Wealth Management
Billings,
Montana
|
$1.52M
|
-$308K
|
2
|
0.16%
|
Reduced
|
|
|
2114
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$1.52M
|
-$514K
|
2
|
0.84%
|
Reduced
|
|
|
2115
|
Penserra Capital Management
Orinda,
California
|
$1.52M
|
-$2.03M
|
6
|
0.01%
|
Reduced
|
|
|
2116
|
Circle Wealth Management
Summit,
New Jersey
|
$1.51M
|
-$352K
|
2
|
0.02%
|
Reduced
|
|
|
2117
|
Sullivan Wood Capital Management
Washington,
District of Columbia
|
$1.51M
|
-$905K
|
1
|
2.07%
|
Reduced
|
|
|
2118
|
Teton Advisors
Rye,
New York
|
$1.51M
|
$0
|
1
|
0.87%
|
Maintained
|
|
|
2119
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.51M
|
-$196K
|
2
|
0.08%
|
Reduced
|
|
|
2120
|
Israel Discount Bank of New York
New York
|
$1.5M
|
$0
|
1
|
2.79%
|
Maintained
|
|
|
2121
|
GFG Capital
Miami,
Florida
|
$1.5M
|
$0
|
1
|
0.41%
|
Maintained
|
|
|
2122
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$1.5M
|
-$160K
|
4
|
0.49%
|
Reduced
|
|
|
2123
|
Wealth Effects
Boston,
Massachusetts
|
$1.5M
|
-$8.47K
|
2
|
0.41%
|
Reduced
|
|
|
2124
|
Crystal Cove Asset Management
Newport Beach,
California
|
$1.5M
|
+$1.7M
|
1
|
1.64%
|
New
|
|
|
2125
|
TI-Trust
Quincy,
Illinois
|
$1.5M
|
$0
|
2
|
0.81%
|
Maintained
|
|