|
2201
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$250K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2202
|
Minot Wealth Management
Westwood,
Massachusetts
|
$249K
|
+$243K
|
1
|
0.11%
|
New
|
|
|
2203
|
Hourglass Capital
Houston,
Texas
|
$248K
|
-$3.1K
|
1
|
0.07%
|
Reduced
|
|
|
2204
|
Kalos Management
Alpharetta,
Georgia
|
$248K
|
+$62
|
1
|
0.09%
|
Increased
|
|
|
2205
|
Beacon Pointe Advisors
Newport Beach,
California
|
$246K
|
+$239K
|
1
|
0.08%
|
New
|
|
|
2206
|
Cognios Capital
Leawood,
Kansas
|
$246K
|
-$422K
|
1
|
0.09%
|
Reduced
|
|
|
2207
|
Tarbox Family Office
Newport Beach,
California
|
$246K
|
-$5.95K
|
7
|
0.07%
|
Reduced
|
|
|
2208
|
Clear Creek Financial Management
Silverdale,
Washington
|
$245K
|
-$9.48K
|
1
|
0.1%
|
Reduced
|
|
|
2209
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$245K
|
+$40.3K
|
1
|
0.2%
|
Increased
|
|
|
2210
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$243K
|
+$3.93K
|
1
|
0.02%
|
Increased
|
|
|
2211
|
Cornerstone Investment Partners
Atlanta,
Georgia
|
$243K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2212
|
True North Advisors
Dallas,
Texas
|
$243K
|
+$240K
|
1
|
0.07%
|
New
|
|
|
2213
|
Weybosset Research & Management
Province,
Rhode Island
|
$242K
|
+$235K
|
1
|
0.13%
|
New
|
|
|
2214
|
Beam Wealth Advisors
Covington,
Louisiana
|
$241K
|
+$237K
|
1
|
0.22%
|
New
|
|
|
2215
|
WealthShield Partners
Cary,
North Carolina
|
$241K
|
+$82
|
1
|
0.12%
|
Increased
|
|
|
2216
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$240K
|
-$8.06K
|
1
|
0.04%
|
Reduced
|
|
|
2217
|
Private Portfolio Partners
Paramus,
New Jersey
|
$239K
|
-$12.1K
|
1
|
0.1%
|
Reduced
|
|
|
2218
|
Cannon Financial Strategists
Athens,
Georgia
|
$239K
|
-$4.28K
|
1
|
0.16%
|
Reduced
|
|
|
2219
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$238K
|
+$13.1K
|
1
|
0.13%
|
Increased
|
|
|
2220
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$237K
|
+$1.21K
|
1
|
0.06%
|
Increased
|
|
|
2221
|
Northeast Investment Management
Boston,
Massachusetts
|
$237K
|
-$817
|
1
|
0.02%
|
Reduced
|
|
|
2222
|
9258 Wealth Management
Blue Ash,
Ohio
|
$236K
|
+$230K
|
1
|
0.09%
|
New
|
|
|
2223
|
Alpine Woods Capital Investors
Purchase,
New York
|
$236K
|
-$230K
|
1
|
0.04%
|
Reduced
|
|
|
2224
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$236K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2225
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$234K
|
-$21.7K
|
1
|
0.2%
|
Reduced
|
|