|
2051
|
PW Nova Financial Services
Newtown,
Pennsylvania
|
$383K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2052
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$381K
|
-$8.69K
|
1
|
0.01%
|
Reduced
|
|
|
2053
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$381K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2054
|
F/M Investments
Washington,
District of Columbia
|
$381K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2055
|
United Bank (Virginia)
Vienna,
Virginia
|
$380K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2056
|
XML Financial
Bethesda,
Maryland
|
$379K
|
-$38.8K
|
1
|
0.03%
|
Reduced
|
|
|
2057
|
Invested Advisors
State College,
Pennsylvania
|
$379K
|
$0
|
1
|
0.33%
|
Maintained
|
|
|
2058
|
Davidson Investment Advisors
Great Falls,
Montana
|
$378K
|
+$17.4K
|
1
|
0.02%
|
Increased
|
|
|
2059
|
HCR Wealth Advisors
Los Angeles,
California
|
$376K
|
+$89.2K
|
1
|
0.03%
|
Increased
|
|
|
2060
|
Capital Wealth Planning
Naples,
Florida
|
$375K
|
+$8.69K
|
1
|
0%
|
Increased
|
|
|
2061
|
Buffalo Business & Estate Services
Orchard Park,
New York
|
$374K
|
-$335K
|
0
|
–
|
Closed
|
|
|
2062
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$374K
|
+$579
|
1
|
0.06%
|
Increased
|
|
|
2063
|
Forefront Wealth Partners
Austin,
Texas
|
$372K
|
+$1.16K
|
1
|
0.12%
|
Increased
|
|
|
2064
|
Morton Capital Management
Calabasas,
California
|
$372K
|
+$1.74K
|
1
|
0.05%
|
Increased
|
|
|
2065
|
XXI Wealth LLC
Chicago,
Illinois
|
$372K
|
+$579
|
1
|
0.17%
|
Increased
|
|
|
2066
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$371K
|
-$27.2K
|
1
|
0.12%
|
Reduced
|
|
|
2067
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$371K
|
+$19.1K
|
1
|
0.16%
|
Increased
|
|
|
2068
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$369K
|
+$9.85K
|
1
|
0.21%
|
Increased
|
|
|
2069
|
Fermata Advisors
Sonoma,
California
|
$369K
|
+$13.9K
|
1
|
0.07%
|
Increased
|
|
|
2070
|
Clifford Group
Wayland,
Massachusetts
|
$369K
|
+$9.27K
|
1
|
0.26%
|
Increased
|
|
|
2071
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$369K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2072
|
One Capital Management
Westlake Village,
California
|
$369K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2073
|
Freestate Advisors
Overland Park,
Kansas
|
$368K
|
+$1.16K
|
1
|
0.28%
|
Increased
|
|
|
2074
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$367K
|
+$15.1K
|
1
|
0.06%
|
Increased
|
|
|
2075
|
ANB Bank
Denver,
Colorado
|
$367K
|
+$503
|
1
|
0.14%
|
Increased
|
|