|
2301
|
Pantheon Investment Group
Sierra Madre,
California
|
$208K
|
+$205K
|
1
|
0.2%
|
New
|
|
|
2302
|
Cordasco Financial Network
Naples,
Florida
|
$207K
|
+$68.9K
|
4
|
0.18%
|
Increased
|
|
|
2303
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$207K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2304
|
Wedgewood Investors
Erie,
Pennsylvania
|
$207K
|
-$12.4K
|
1
|
0.3%
|
Reduced
|
|
|
2305
|
Harvey Investment Company
Louisville,
Kentucky
|
$206K
|
-$957K
|
1
|
0.03%
|
Reduced
|
|
|
2306
|
Ranch Capital Advisors
Sarasota,
Florida
|
$206K
|
-$405K
|
5
|
0.17%
|
Reduced
|
|
|
2307
|
Selective Wealth Management
Forest,
Virginia
|
$206K
|
+$490
|
3
|
0.25%
|
Increased
|
|
|
2308
|
Clare Market Investments
Dallas,
Texas
|
$205K
|
-$49.1K
|
1
|
0.15%
|
Reduced
|
|
|
2309
|
Adero Partners
Pleasanton,
California
|
$204K
|
+$209K
|
1
|
0.23%
|
New
|
|
|
2310
|
Managed Account Services
Coconut Grove,
Florida
|
$202K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2311
|
Cabot Wealth Management
Salem,
Massachusetts
|
$201K
|
+$198K
|
1
|
0.04%
|
New
|
|
|
2312
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$201K
|
+$195K
|
1
|
0.06%
|
New
|
|
|
2313
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$200K
|
+$193K
|
5
|
0.08%
|
New
|
|
|
2314
|
First Citizens Financial Corp
Mason City,
Iowa
|
$200K
|
+$195K
|
1
|
0.2%
|
New
|
|
|
2315
|
Janiczek Wealth Management
Denver,
Colorado
|
$198K
|
-$124K
|
1
|
0.09%
|
Reduced
|
|
|
2316
|
Baystate Wealth Management
Boston,
Massachusetts
|
$195K
|
+$42.6K
|
4
|
0.02%
|
Increased
|
|
|
2317
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$192K
|
+$20.6K
|
5
|
0.07%
|
Increased
|
|
|
2318
|
Acima Private Wealth
Richmond,
Virginia
|
$191K
|
+$38.7K
|
2
|
0.13%
|
Increased
|
|
|
2319
|
Capstone Financial Group
Oklahoma City,
Oklahoma
|
$191K
|
+$186K
|
1
|
0.18%
|
New
|
|
|
2320
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$190K
|
+$184K
|
7
|
0.14%
|
New
|
|
|
2321
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$188K
|
-$91.5K
|
3
|
0.16%
|
Reduced
|
|
|
2322
|
Quantum Capital Management (California)
San Francisco,
California
|
$186K
|
$0
|
3
|
0.09%
|
Maintained
|
|
|
2323
|
Central Bank & Trust
Lexington,
Kentucky
|
$185K
|
-$12.1K
|
1
|
0.04%
|
Reduced
|
|
|
2324
|
Procyon Advisors
Shelton,
Connecticut
|
$185K
|
+$181K
|
7
|
0.11%
|
New
|
|
|
2325
|
Whitnell & Co
Oak Brook,
Illinois
|
$183K
|
$0
|
2
|
0.06%
|
Maintained
|
|