|
2301
|
Fortitude Family Office
Scottsdale,
Arizona
|
$101K
|
-$50.1K
|
9
|
0.04%
|
Reduced
|
|
|
2302
|
Illumine Investment Management
Poulsbo,
Washington
|
$101K
|
+$114K
|
1
|
0.08%
|
New
|
|
|
2303
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$100K
|
+$104K
|
3
|
0.06%
|
New
|
|
|
2304
|
Summer Road
West Palm Beach,
Florida
|
$99.4K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2305
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$98.4K
|
+$54.8K
|
5
|
0.04%
|
Increased
|
|
|
2306
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$98K
|
-$5.3M
|
1
|
0.04%
|
Reduced
|
|
|
2307
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$95.5K
|
+$92.7K
|
2
|
0.09%
|
New
|
|
|
2308
|
Bank & Trust Company
Litchfield,
Illinois
|
$94.4K
|
$0
|
3
|
0.08%
|
Maintained
|
|
|
2309
|
Optiver Holding
Amsterdam,
Netherlands
|
$92.4K
|
-$635K
|
4
|
0%
|
Reduced
|
|
|
2310
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$91.3K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2311
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$91K
|
+$1.76K
|
4
|
0.02%
|
Increased
|
|
|
2312
|
Tortoise Investment Management
White Plains,
New York
|
$89.9K
|
+$26.8K
|
4
|
0.01%
|
Increased
|
|
|
2313
|
Clearstead Trust
Portland,
Maine
|
$87.6K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2314
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$87.5K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2315
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$87K
|
-$7.41K
|
4
|
0.02%
|
Reduced
|
|
|
2316
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$85.8K
|
-$3.61K
|
2
|
0.05%
|
Reduced
|
|
|
2317
|
Security National Bank
Omaha,
Nebraska
|
$85.3K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2318
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$85.1K
|
+$3.49K
|
2
|
0.06%
|
Increased
|
|
|
2319
|
Gleason Group
Prospect,
Kentucky
|
$84.7K
|
+$1.44K
|
1
|
0.01%
|
Increased
|
|
|
2320
|
Advantage Trust Company
Salina,
Kansas
|
$82.6K
|
+$86.5K
|
2
|
0.05%
|
New
|
|
|
2321
|
RVW Wealth
Los Angeles,
California
|
$81.7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2322
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$80.3K
|
+$30.4K
|
5
|
0%
|
Increased
|
|
|
2323
|
Atala Financial
Calabasas,
California
|
$80.2K
|
+$83K
|
3
|
0.06%
|
New
|
|
|
2324
|
|
$79.7K
|
-$63.4K
|
4
|
0.01%
|
Reduced
|
|
|
2325
|
Evelyn Partners Investment Management Services
London,
|
$79.7K
|
+$84.8K
|
1
|
0.01%
|
New
|
|