|
2451
|
Quantum Financial Planning Services
Spokane,
Washington
|
$205K
|
+$196K
|
1
|
0.06%
|
New
|
|
|
2452
|
Park Place Capital
Homewood,
Alabama
|
$204K
|
-$7.29K
|
3
|
0.03%
|
Reduced
|
|
|
2453
|
BOS Asset Management
Springfield,
Illinois
|
$204K
|
+$190K
|
1
|
0.05%
|
New
|
|
|
2454
|
Prostatis Group
Hanover,
Maryland
|
$203K
|
+$188K
|
1
|
0.05%
|
New
|
|
|
2455
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$202K
|
+$194K
|
1
|
0.08%
|
New
|
|
|
2456
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$202K
|
+$193K
|
1
|
0.03%
|
New
|
|
|
2457
|
Cypress Point Wealth Management
Dallas,
Texas
|
$202K
|
-$92.5K
|
1
|
0.04%
|
Reduced
|
|
|
2458
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$202K
|
-$101K
|
1
|
0.03%
|
Reduced
|
|
|
2459
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$201K
|
-$1.17M
|
3
|
0.14%
|
Reduced
|
|
|
2460
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$201K
|
+$192K
|
1
|
0.01%
|
New
|
|
|
2461
|
Creative Financial Designs
Kokomo,
Indiana
|
$201K
|
-$5.97K
|
5
|
0.01%
|
Reduced
|
|
|
2462
|
Fire Capital Management
San Francisco,
California
|
$201K
|
+$192K
|
1
|
0.08%
|
New
|
|
|
2463
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$201K
|
-$149K
|
1
|
0.11%
|
Reduced
|
|
|
2464
|
Triumph Capital Management
Denver,
Colorado
|
$200K
|
-$16.5K
|
5
|
0.04%
|
Reduced
|
|
|
2465
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$200K
|
-$20.3K
|
5
|
0.01%
|
Reduced
|
|
|
2466
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$200K
|
-$20.5K
|
4
|
0.17%
|
Reduced
|
|
|
2467
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$190K
|
+$152K
|
1
|
0.97%
|
New
|
|
|
2468
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$185K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2469
|
Financial Perspectives
Minneapolis,
Minnesota
|
$184K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
2470
|
J. Safra Asset Management
New York
|
$181K
|
-$5.4M
|
2
|
0.01%
|
Reduced
|
|
|
2471
|
Security National Bank
Omaha,
Nebraska
|
$178K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2472
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$174K
|
+$24.2K
|
4
|
0.05%
|
Increased
|
|
|
2473
|
JDM Financial Group
Austin,
Texas
|
$171K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2474
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$171K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2475
|
Thompson Davis & Co
Richmond,
Virginia
|
$170K
|
$0
|
1
|
0.1%
|
Maintained
|
|