|
2701
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$436K
|
+$29.5K
|
1
|
0.06%
|
Increased
|
|
|
2702
|
Decker Retirement Planning
Levi,
Utah
|
$435K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
2703
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$435K
|
-$2.98K
|
1
|
0.37%
|
Reduced
|
|
|
2704
|
New World Advisors
Hingham,
Massachusetts
|
$435K
|
-$12.2K
|
1
|
0.08%
|
Reduced
|
|
|
2705
|
Gerber LLC
Columbus,
Ohio
|
$435K
|
-$216K
|
1
|
0.24%
|
Reduced
|
|
|
2706
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$434K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2707
|
Argus Investors Counsel
New York
|
$434K
|
-$56K
|
1
|
0.39%
|
Reduced
|
|
|
2708
|
BOK Financial Private Wealth
Denver,
Colorado
|
$434K
|
+$1.8K
|
2
|
0.03%
|
Increased
|
|
|
2709
|
Golden State Wealth Management
Santa Ana,
California
|
$433K
|
-$15K
|
4
|
0.05%
|
Reduced
|
|
|
2710
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$431K
|
+$52.2K
|
1
|
0.12%
|
Increased
|
|
|
2711
|
Middleton & Co
Boston,
Massachusetts
|
$431K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2712
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$429K
|
-$214K
|
1
|
0.02%
|
Reduced
|
|
|
2713
|
BLKBRD Asset Management
Old Greenwich,
Connecticut
|
$429K
|
+$573K
|
1
|
1.12%
|
New
|
|
|
2714
|
Montchanin Asset Management
Montchanin,
Delaware
|
$428K
|
+$478K
|
1
|
0.46%
|
New
|
|
|
2715
|
Jamison Private Wealth Management
Milton,
Georgia
|
$427K
|
+$1.89K
|
1
|
0.05%
|
Increased
|
|
|
2716
|
Private Management Group
Irvine,
California
|
$427K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2717
|
Pioneer Trust Bank
Salem,
Oregon
|
$427K
|
+$3.25K
|
1
|
0.1%
|
Increased
|
|
|
2718
|
Challenger Wealth Management
Aliso Viejo,
California
|
$426K
|
-$18.1K
|
1
|
0.34%
|
Reduced
|
|
|
2719
|
JGP Wealth Management
Bend,
Oregon
|
$426K
|
+$3.79K
|
1
|
0.04%
|
Increased
|
|
|
2720
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$426K
|
+$401K
|
2
|
0%
|
Increased
|
|
|
2721
|
Fielder Capital Group
Nashville,
Tennessee
|
$426K
|
+$60.3K
|
1
|
0.09%
|
Increased
|
|
|
2722
|
QTR Family Wealth
Lake Mary,
Florida
|
$425K
|
+$119K
|
1
|
0.18%
|
Increased
|
|
|
2723
|
Windsor Capital Management
Phoenix,
Arizona
|
$425K
|
+$541
|
1
|
0.12%
|
Increased
|
|
|
2724
|
Permanent Capital Management
Chicago,
Illinois
|
$425K
|
-$47.6K
|
1
|
0.07%
|
Reduced
|
|
|
2725
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$425K
|
-$39.2K
|
1
|
0.09%
|
Reduced
|
|
