|
2401
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
$212K
|
+$216K
|
1
|
0.13%
|
New
|
|
|
2402
|
MJP Associates
Farmington,
Connecticut
|
$211K
|
-$67.1K
|
1
|
0.02%
|
Reduced
|
|
|
2403
|
Five Oceans Advisors
Santa Monica,
California
|
$211K
|
+$204K
|
1
|
0.07%
|
New
|
|
|
2404
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$210K
|
+$203K
|
1
|
0.01%
|
New
|
|
|
2405
|
Weaver Capital Management
Suwanee,
Georgia
|
$209K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2406
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$209K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2407
|
Dupree Financial Group
Lexington,
Kentucky
|
$209K
|
+$202K
|
1
|
0.08%
|
New
|
|
|
2408
|
Ponta Wealth Partners
Winter Park,
Florida
|
$209K
|
+$202K
|
1
|
0.11%
|
New
|
|
|
2409
|
Winter & Associates
St. Paul,
Minnesota
|
$208K
|
+$202K
|
1
|
0.16%
|
New
|
|
|
2410
|
4J Wealth Management
Alexandria,
Virginia
|
$208K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2411
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$208K
|
+$201K
|
1
|
0.1%
|
New
|
|
|
2412
|
|
$208K
|
-$830K
|
1
|
0.01%
|
Reduced
|
|
|
2413
|
GatePass Capital
Independence,
Ohio
|
$207K
|
+$200K
|
1
|
0.08%
|
New
|
|
|
2414
|
Delta Investment Management
San Francisco,
California
|
$207K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2415
|
Convergence Financial
Columbia,
Missouri
|
$207K
|
+$199K
|
1
|
0.02%
|
New
|
|
|
2416
|
TMB Capital Partners
Little Rock,
Arkansas
|
$206K
|
+$200K
|
1
|
0.06%
|
New
|
|
|
2417
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$206K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2418
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$206K
|
+$199K
|
1
|
0.05%
|
New
|
|
|
2419
|
Institute for Wealth Management
Denver,
Colorado
|
$206K
|
-$2.59K
|
3
|
0.02%
|
Reduced
|
|
|
2420
|
TownSquare Capital
Provo,
Utah
|
$206K
|
+$199K
|
1
|
0.04%
|
New
|
|
|
2421
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$204K
|
+$198K
|
1
|
0.03%
|
New
|
|
|
2422
|
Sanders Morris Harris
Houston,
Texas
|
$204K
|
-$1.17M
|
1
|
0.12%
|
Reduced
|
|
|
2423
|
XY Planning Network
Bozeman,
Montana
|
$204K
|
+$197K
|
1
|
0.03%
|
New
|
|
|
2424
|
Pioneer Trust Bank
Salem,
Oregon
|
$204K
|
+$197K
|
1
|
0.05%
|
New
|
|
|
2425
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$203K
|
+$217K
|
1
|
0.02%
|
New
|
|